SPMD vs USFR
Comparison between SPDR(R) PORTFOLIO S&P 400 MID CAP ETF (SPMD, ETF) and WISDOMTREE FLOATING RATE TREASURY FUND (USFR, ETF).
5-Year PerformanceSPMD has outperformed USFR, delivering a return of +8.5% compared to +3.6%
SPMD vs USFR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPMD vs USFR - Historical Returns
Returns include dividend reinvestment.
SPMD vs USFR - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | SPMD | USFR |
|---|---|---|
| 2026 | +9.85% | +1.37% |
| 2025 | +7.70% | +4.21% |
| 2024 | +14.26% | +5.42% |
| 2023 | +16.97% | +5.18% |
| 2022 | -13.41% | +1.98% |
| 2021 | +26.68% | -0.03% |
| 2020 | +13.36% | +0.52% |
| 2019 | +25.15% | +2.02% |
| 2018 | -11.76% | +1.72% |
| 2017 | +14.82% | +1.03% |
| 2016 | +20.57% | +0.90% |
| 2015 | -2.73% | -0.12% |
| 2014 | +9.38% | -0.64% |
| 2013 | +35.41% | N/A |
| 2012 | +15.80% | N/A |
| 2011 | -2.07% | N/A |
| 2010 | +23.61% | N/A |
| 2009 | +43.74% | N/A |
| 2008 | -37.86% | N/A |
| 2007 | +4.98% | N/A |
| 2006 | +11.73% | N/A |
| 2005 | +3.21% | N/A |
SPMD vs USFR Drawdown Comparison
The maximum drawdown for SPMD was -57.65%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.
The maximum drawdown for USFR was -1.36%, occurring on Nov 25, 2015. Recovery took 421 trading sessions.
The current SPMD drawdown is -1.74%.
| Rank | SPMD | USFR |
|---|---|---|
| #1 | -57.65% Jul 17, 2007 - Dec 17, 2010 | -1.36% Jun 15, 2015 - Feb 14, 2017 |
| #2 | -41.85% Feb 20, 2020 - Nov 9, 2020 | -1.06% Feb 4, 2014 - Apr 20, 2015 |
| #3 | -27.47% Apr 29, 2011 - Mar 15, 2012 | -0.80% Nov 17, 2017 - Apr 2, 2018 |
| #4 | -24.96% Jun 22, 2015 - Nov 14, 2016 | -0.40% Jun 26, 2017 - Jul 28, 2017 |
| #5 | -24.31% Aug 29, 2018 - Dec 19, 2019 | -0.35% Apr 20, 2015 - Jun 15, 2015 |
| #6 | -24.09% Nov 25, 2024 - Dec 10, 2025 | -0.31% Jul 28, 2017 - Aug 4, 2017 |
| #7 | -23.70% Nov 16, 2021 - Feb 9, 2024 | -0.30% Apr 3, 2017 - May 24, 2017 |
| #8 | -12.22% Mar 19, 2012 - Sep 13, 2012 | -0.28% Feb 17, 2017 - Apr 3, 2017 |
| #9 | -11.85% May 8, 2006 - Nov 15, 2006 | -0.28% Aug 4, 2017 - Sep 8, 2017 |
| #10 | -11.64% Jul 2, 2014 - Nov 25, 2014 | -0.23% Feb 24, 2020 - Mar 19, 2020 |
| #11 | -9.37% Jan 26, 2018 - May 21, 2018 | -0.22% Mar 19, 2020 - Apr 8, 2020 |
| #12 | -8.86% Feb 20, 2026 - Apr 17, 2026 | -0.18% May 6, 2020 - Aug 7, 2020 |
| #13 | -7.83% Jul 16, 2024 - Sep 19, 2024 | -0.18% May 2, 2022 - Jun 29, 2022 |
| #14 | -7.14% Sep 14, 2012 - Dec 18, 2012 | -0.15% Sep 26, 2017 - Oct 25, 2017 |
| #15 | -7.12% Mar 28, 2024 - May 15, 2024 | -0.12% Oct 1, 2020 - Jan 25, 2022 |
Correlation
Correlation between SPMD and USFR is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2005 - 2026)
SPMD vs USFR dividend yield comparison.
| Year | SPMD | USFR |
|---|---|---|
| 2026 | 0.29% | 1.20% |
| 2025 | 1.39% | 4.15% |
| 2024 | 1.42% | 5.17% |
| 2023 | 1.47% | 5.12% |
| 2022 | 1.64% | 1.78% |
| 2021 | 1.24% | 0.01% |
| 2020 | 1.30% | 0.40% |
| 2019 | 1.57% | 2.08% |
| 2018 | 1.85% | 1.67% |
| 2017 | 1.97% | 1.03% |
| 2016 | 2.13% | 0.29% |
| 2015 | 5.33% | 0.00% |
| 2014 | 5.71% | 0.00% |
| 2013 | 10.67% | 0.00% |
| 2012 | 2.48% | 0.00% |
| 2011 | 1.34% | 0.00% |
| 2010 | 1.13% | 0.00% |
| 2009 | 1.31% | 0.00% |
| 2008 | 2.34% | 0.00% |
| 2007 | 6.04% | 0.00% |
| 2006 | 2.73% | 0.00% |
| 2005 | 0.18% | 0.00% |
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