USFR vs IEI
Comparison between WISDOMTREE FLOATING RATE TREASURY FUND (USFR, ETF) and ISHARES 3-7 YEAR TREASURY BOND ETF (IEI, ETF).
5-Year PerformanceUSFR has outperformed IEI, delivering a return of +3.8% compared to +0.1%
USFR vs IEI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
USFR vs IEI - Historical Returns
Returns include dividend reinvestment.
USFR vs IEI - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | USFR | IEI |
|---|---|---|
| 2026 | +2.09% | -0.53% |
| 2025 | +4.21% | +6.97% |
| 2024 | +5.42% | +2.11% |
| 2023 | +5.18% | +4.11% |
| 2022 | +1.98% | -9.13% |
| 2021 | -0.03% | -2.57% |
| 2020 | +0.52% | +6.76% |
| 2019 | +2.02% | +5.56% |
| 2018 | +1.72% | +1.50% |
| 2017 | +1.03% | +1.24% |
| 2016 | +0.90% | +1.02% |
| 2015 | -0.12% | +1.41% |
| 2014 | -0.64% | +3.07% |
| 2013 | N/A | -1.78% |
| 2012 | N/A | +2.15% |
| 2011 | N/A | +8.25% |
| 2010 | N/A | +6.24% |
| 2009 | N/A | -1.06% |
| 2008 | N/A | +12.21% |
| 2007 | N/A | +10.13% |
USFR vs IEI Drawdown Comparison
The maximum drawdown for USFR was -1.36%, occurring on Nov 25, 2015. Recovery took 421 trading sessions.
The maximum drawdown for IEI was -14.60%, occurring on Oct 20, 2022. Recovery took 1335 trading sessions.
The current USFR drawdown is -0.02%. The current IEI drawdown is -1.99%.
| Rank | USFR | IEI |
|---|---|---|
| #1 | -1.36% Jun 15, 2015 - Feb 14, 2017 | -14.60% Aug 4, 2020 - Nov 25, 2025 |
| #2 | -1.06% Feb 4, 2014 - Apr 20, 2015 | -5.97% Dec 16, 2008 - May 5, 2010 |
| #3 | -0.80% Nov 17, 2017 - Apr 2, 2018 | -5.25% Mar 17, 2008 - Sep 15, 2008 |
| #4 | -0.40% Jun 26, 2017 - Jul 28, 2017 | -4.92% Nov 4, 2010 - Jun 8, 2011 |
| #5 | -0.35% Apr 20, 2015 - Jun 15, 2015 | -4.49% Jul 5, 2016 - Mar 15, 2019 |
| #6 | -0.31% Jul 28, 2017 - Aug 4, 2017 | -4.16% May 2, 2013 - Oct 8, 2014 |
| #7 | -0.30% Apr 3, 2017 - May 24, 2017 | -2.89% Oct 7, 2008 - Nov 4, 2008 |
| #8 | -0.28% Feb 17, 2017 - Apr 3, 2017 | -2.49% Feb 27, 2026 - May 19, 2026 |
| #9 | -0.28% Aug 4, 2017 - Sep 8, 2017 | -2.21% Sep 17, 2008 - Oct 6, 2008 |
| #10 | -0.23% Feb 24, 2020 - Mar 19, 2020 | -2.16% Jan 30, 2015 - Aug 24, 2015 |
| #11 | -0.22% Mar 19, 2020 - Apr 8, 2020 | -2.00% Jan 31, 2012 - May 4, 2012 |
| #12 | -0.18% May 6, 2020 - Aug 7, 2020 | -1.97% May 8, 2007 - Jul 24, 2007 |
| #13 | -0.18% May 2, 2022 - Jun 29, 2022 | -1.96% Oct 14, 2015 - Jan 28, 2016 |
| #14 | -0.15% Sep 26, 2017 - Oct 25, 2017 | -1.95% Sep 4, 2019 - Jan 27, 2020 |
| #15 | -0.12% Oct 1, 2020 - Jan 25, 2022 | -1.84% Mar 9, 2020 - Mar 23, 2020 |
Correlation
Correlation between USFR and IEI is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2007 - 2026)
USFR vs IEI dividend yield comparison.
| Year | USFR | IEI |
|---|---|---|
| 2026 | 1.80% | 1.85% |
| 2025 | 4.15% | 3.48% |
| 2024 | 5.17% | 3.18% |
| 2023 | 5.12% | 2.36% |
| 2022 | 1.78% | 1.37% |
| 2021 | 0.01% | 0.73% |
| 2020 | 0.40% | 1.12% |
| 2019 | 2.08% | 2.01% |
| 2018 | 1.67% | 1.95% |
| 2017 | 1.03% | 1.51% |
| 2016 | 0.29% | 1.33% |
| 2015 | 0.00% | 1.39% |
| 2014 | 0.00% | 1.23% |
| 2013 | 0.00% | 0.77% |
| 2012 | 0.00% | 0.87% |
| 2011 | 0.00% | 1.67% |
| 2010 | 0.00% | 2.13% |
| 2009 | 0.00% | 3.14% |
| 2008 | 0.00% | 2.80% |
| 2007 | 0.00% | 4.04% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks