USFR vs ESGU
Comparison between WISDOMTREE FLOATING RATE TREASURY FUND (USFR, ETF) and ISHARES ESG AWARE MSCI USA ETF (ESGU, ETF).
5-Year PerformanceESGU has outperformed USFR, delivering a return of +11.9% compared to +3.8%
USFR vs ESGU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
USFR vs ESGU - Historical Returns
Returns include dividend reinvestment.
USFR vs ESGU - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | USFR | ESGU |
|---|---|---|
| 2026 | +2.09% | +10.46% |
| 2025 | +4.21% | +17.06% |
| 2024 | +5.42% | +25.17% |
| 2023 | +5.18% | +26.27% |
| 2022 | +1.98% | -20.66% |
| 2021 | -0.03% | +28.59% |
| 2020 | +0.52% | +21.43% |
| 2019 | +2.02% | +32.20% |
| 2018 | +1.72% | -4.52% |
| 2017 | +1.03% | +21.07% |
| 2016 | +0.90% | +1.79% |
| 2015 | -0.12% | N/A |
| 2014 | -0.64% | N/A |
USFR vs ESGU Drawdown Comparison
The maximum drawdown for USFR was -1.36%, occurring on Nov 25, 2015. Recovery took 421 trading sessions.
The maximum drawdown for ESGU was -33.87%, occurring on Mar 23, 2020. Recovery took 116 trading sessions.
The current USFR drawdown is -0.02%. The current ESGU drawdown is -1.19%.
| Rank | USFR | ESGU |
|---|---|---|
| #1 | -1.36% Jun 15, 2015 - Feb 14, 2017 | -33.87% Feb 19, 2020 - Aug 4, 2020 |
| #2 | -1.06% Feb 4, 2014 - Apr 20, 2015 | -26.14% Dec 27, 2021 - Dec 27, 2023 |
| #3 | -0.80% Nov 17, 2017 - Apr 2, 2018 | -19.62% Sep 20, 2018 - Apr 12, 2019 |
| #4 | -0.40% Jun 26, 2017 - Jul 28, 2017 | -19.32% Jan 23, 2025 - Jun 26, 2025 |
| #5 | -0.35% Apr 20, 2015 - Jun 15, 2015 | -9.68% Sep 2, 2020 - Nov 11, 2020 |
| #6 | -0.31% Jul 28, 2017 - Aug 4, 2017 | -9.52% Jan 26, 2018 - Jul 25, 2018 |
| #7 | -0.30% Apr 3, 2017 - May 24, 2017 | -9.26% Jan 28, 2026 - Apr 15, 2026 |
| #8 | -0.28% Feb 17, 2017 - Apr 3, 2017 | -8.56% Jul 16, 2024 - Sep 19, 2024 |
| #9 | -0.28% Aug 4, 2017 - Sep 8, 2017 | -6.71% Apr 30, 2019 - Jun 20, 2019 |
| #10 | -0.23% Feb 24, 2020 - Mar 19, 2020 | -5.82% Jul 26, 2019 - Oct 25, 2019 |
| #11 | -0.22% Mar 19, 2020 - Apr 8, 2020 | -5.45% Mar 28, 2024 - May 14, 2024 |
| #12 | -0.18% May 6, 2020 - Aug 7, 2020 | -5.38% Sep 2, 2021 - Oct 20, 2021 |
| #13 | -0.18% May 2, 2022 - Jun 29, 2022 | -5.13% Oct 29, 2025 - Dec 10, 2025 |
| #14 | -0.15% Sep 26, 2017 - Oct 25, 2017 | -4.98% Feb 12, 2021 - Mar 15, 2021 |
| #15 | -0.12% Oct 1, 2020 - Jan 25, 2022 | -4.57% Jun 2, 2026 - Jun 10, 2026 |
Correlation
Correlation between USFR and ESGU is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2016 - 2026)
USFR vs ESGU dividend yield comparison.
| Year | USFR | ESGU |
|---|---|---|
| 2026 | 1.80% | 0.43% |
| 2025 | 4.15% | 0.99% |
| 2024 | 5.17% | 1.18% |
| 2023 | 5.12% | 1.43% |
| 2022 | 1.78% | 1.58% |
| 2021 | 0.01% | 1.06% |
| 2020 | 0.40% | 1.27% |
| 2019 | 2.08% | 1.32% |
| 2018 | 1.67% | 1.73% |
| 2017 | 1.03% | 1.82% |
| 2016 | 0.29% | 0.00% |
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