USFR vs EMXC
Comparison between WISDOMTREE FLOATING RATE TREASURY FUND (USFR, ETF) and ISHARES MSCI EMERGING MARKETS EX CHINA ETF (EMXC, ETF).
5-Year PerformanceEMXC has outperformed USFR, delivering a return of +12.2% compared to +3.6%
USFR vs EMXC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
USFR
$18B
EMXC
$18B
Expense Ratio
Winner
USFR
0.15%
EMXC
0.25%
Max Drawdown
Winner
USFR
1.36%
EMXC
46.09%
Sharpe Ratio
USFR
1.60
Winner
EMXC
2.68
5Y Beta
Winner
USFR
0.00
EMXC
0.83
5Y Dividends CAGR
Winner
USFR
109.04%
EMXC
6.36%
USFR vs EMXC - Historical Returns
Returns include dividend reinvestment.
1M
USFR
+0.35%
Winner
EMXC
+15.59%
3M
USFR
+0.92%
Winner
EMXC
+18.80%
6M
USFR
+2.04%
Winner
EMXC
+40.67%
1Y
USFR
+4.12%
Winner
EMXC
+75.88%
5Y(CAGR)
USFR
+3.62%
Winner
EMXC
+12.22%
10Y(CAGR)
USFR
+2.44%
Winner
EMXC
+10.30%
Max(CAGR)
USFR
+1.94%
Winner
EMXC
+10.30%
USFR vs EMXC - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | USFR | EMXC |
|---|---|---|
| 2026 | +1.35% | +31.71% |
| 2025 | +4.21% | +34.82% |
| 2024 | +5.42% | +3.62% |
| 2023 | +5.18% | +19.11% |
| 2022 | +1.98% | -20.24% |
| 2021 | -0.03% | +7.31% |
| 2020 | +0.52% | +11.44% |
| 2019 | +2.02% | +15.48% |
| 2018 | +1.72% | -13.88% |
| 2017 | +1.03% | +7.01% |
| 2016 | +0.90% | N/A |
| 2015 | -0.12% | N/A |
| 2014 | -0.64% | N/A |
USFR vs EMXC Drawdown Comparison
The maximum drawdown for USFR was -1.36%, occurring on Nov 25, 2015. Recovery took 421 trading sessions.
The maximum drawdown for EMXC was -42.83%, occurring on Mar 23, 2020. Recovery took 720 trading sessions.
| Rank | USFR | EMXC |
|---|---|---|
| #1 | -1.36% Jun 15, 2015 - Feb 14, 2017 | -42.83% Jan 26, 2018 - Dec 4, 2020 |
| #2 | -1.06% Feb 4, 2014 - Apr 20, 2015 | -28.90% Jan 12, 2022 - Jul 3, 2024 |
| #3 | -0.80% Nov 17, 2017 - Apr 2, 2018 | -19.10% Sep 26, 2024 - Jun 11, 2025 |
| #4 | -0.40% Jun 26, 2017 - Jul 28, 2017 | -14.41% Feb 25, 2026 - Apr 17, 2026 |
| #5 | -0.35% Apr 20, 2015 - Jun 15, 2015 | -9.41% Jul 16, 2024 - Sep 24, 2024 |
| #6 | -0.31% Jul 28, 2017 - Aug 4, 2017 | -7.84% Sep 3, 2021 - Jan 12, 2022 |
| #7 | -0.30% Apr 3, 2017 - May 24, 2017 | -6.54% Jan 21, 2021 - Feb 16, 2021 |
| #8 | -0.28% Feb 17, 2017 - Apr 3, 2017 | -6.00% Jun 4, 2021 - Sep 3, 2021 |
| #9 | -0.28% Aug 4, 2017 - Sep 8, 2017 | -5.71% Feb 16, 2021 - Apr 26, 2021 |
| #10 | -0.23% Feb 24, 2020 - Mar 19, 2020 | -5.33% May 7, 2021 - May 28, 2021 |
| #11 | -0.22% Mar 19, 2020 - Apr 8, 2020 | -4.75% Nov 3, 2025 - Dec 23, 2025 |
| #12 | -0.18% May 6, 2020 - Aug 7, 2020 | -3.49% Nov 22, 2017 - Dec 28, 2017 |
| #13 | -0.18% May 2, 2022 - Jun 29, 2022 | -3.44% Oct 8, 2025 - Oct 15, 2025 |
| #14 | -0.15% Sep 26, 2017 - Oct 25, 2017 | -3.42% Sep 18, 2017 - Oct 13, 2017 |
| #15 | -0.12% Oct 1, 2020 - Jan 25, 2022 | -2.95% Jul 23, 2025 - Aug 12, 2025 |
Correlation
Correlation between USFR and EMXC is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2016 - 2026)
USFR vs EMXC dividend yield comparison.
| Year | USFR | EMXC |
|---|---|---|
| 2026 | 1.20% | 0.00% |
| 2025 | 4.15% | 2.82% |
| 2024 | 5.17% | 2.69% |
| 2023 | 5.12% | 1.83% |
| 2022 | 1.78% | 2.85% |
| 2021 | 0.01% | 1.78% |
| 2020 | 0.40% | 1.45% |
| 2019 | 2.08% | 3.25% |
| 2018 | 1.67% | 2.63% |
| 2017 | 1.03% | 0.99% |
| 2016 | 0.29% | 0.00% |
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