USFR vs IGIB

Comparison between WISDOMTREE FLOATING RATE TREASURY FUND (USFR, ETF) and ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGIB, ETF).

5-Year PerformanceUSFR has outperformed IGIB, delivering a return of +3.6% compared to +1.5%

USFR vs IGIB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USFR(ETF)	IGIB(ETF)
Net Assets	$18B	$18B
Expense Ratio	0.15%	0.04%
Max Drawdown	1.36%	23.94%
Sharpe Ratio	1.60	0.80
5Y Beta	0.00	0.09
5Y Dividends CAGR	109.04%	11.84%

Net Assets

USFR

$18B

IGIB

$18B

Expense Ratio

USFR

0.15%

Winner

IGIB

0.04%

Max Drawdown

Winner

USFR

1.36%

IGIB

23.94%

Sharpe Ratio

Winner

USFR

1.60

IGIB

0.80

5Y Beta

Winner

USFR

0.00

IGIB

0.09

5Y Dividends CAGR

Winner

USFR

109.04%

IGIB

11.84%

USFR vs IGIB - Historical Returns

Returns include dividend reinvestment.

Period	USFR	IGIB
1 month	+0.35%	+0.30%
3 months	+0.92%	+0.00%
6 months	+2.04%	+1.32%
1 year	+4.12%	+7.61%
5 years(CAGR)	+3.62%	+1.52%
10 years(CAGR)	+2.44%	+3.10%
Max(CAGR)	+1.94%	+3.88%

Winner

USFR

+0.35%

IGIB

+0.30%

Winner

USFR

+0.92%

IGIB

+0.00%

Winner

USFR

+2.04%

IGIB

+1.32%

USFR

+4.12%

Winner

IGIB

+7.61%

5Y(CAGR)

Winner

USFR

+3.62%

IGIB

+1.52%

10Y(CAGR)

USFR

+2.44%

Winner

IGIB

+3.10%

Max(CAGR)

USFR

+1.94%

Winner

IGIB

+3.88%

USFR vs IGIB - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	USFR	IGIB
2026	+1.35%	+0.58%
2025	+4.21%	+9.54%
2024	+5.42%	+4.03%
2023	+5.18%	+8.67%
2022	+1.98%	-13.49%
2021	-0.03%	-1.59%
2020	+0.52%	+9.38%
2019	+2.02%	+14.25%
2018	+1.72%	-0.56%
2017	+1.03%	+3.50%
2016	+0.90%	+3.41%
2015	-0.12%	+0.41%
2014	-0.64%	+3.56%
2013	N/A	-0.34%
2012	N/A	+6.98%
2011	N/A	+5.71%
2010	N/A	+6.28%
2009	N/A	+10.28%
2008	N/A	-0.99%
2007	N/A	+5.95%

USFR vs IGIB Drawdown Comparison

The maximum drawdown for USFR was -1.36%, occurring on Nov 25, 2015. Recovery took 421 trading sessions.

The maximum drawdown for IGIB was -20.63%, occurring on Oct 20, 2022. Recovery took 978 trading sessions.

The current IGIB drawdown is -1.01%.

Rank	USFR	IGIB
#1	-1.36% Jun 15, 2015 - Feb 14, 2017	-20.63% Aug 3, 2021 - Jun 26, 2025
#2	-1.06% Feb 4, 2014 - Apr 20, 2015	-16.23% Mar 4, 2020 - Jun 9, 2020
#3	-0.80% Nov 17, 2017 - Apr 2, 2018	-14.46% Feb 5, 2008 - Jan 13, 2009
#4	-0.40% Jun 26, 2017 - Jul 28, 2017	-5.67% Jan 13, 2009 - May 13, 2009
#5	-0.35% Apr 20, 2015 - Jun 15, 2015	-4.66% May 2, 2013 - Apr 9, 2014
#6	-0.31% Jul 28, 2017 - Aug 4, 2017	-4.19% Dec 30, 2020 - Jul 28, 2021
#7	-0.30% Apr 3, 2017 - May 24, 2017	-3.77% Nov 4, 2010 - May 3, 2011
#8	-0.28% Feb 17, 2017 - Apr 3, 2017	-3.07% Sep 7, 2016 - May 17, 2017
#9	-0.28% Aug 4, 2017 - Sep 8, 2017	-3.01% Feb 27, 2026 - Mar 27, 2026
#10	-0.23% Feb 24, 2020 - Mar 19, 2020	-2.80% Sep 7, 2017 - Jan 22, 2019
#11	-0.22% Mar 19, 2020 - Apr 8, 2020	-2.35% Sep 6, 2011 - Nov 2, 2011
#12	-0.18% May 6, 2020 - Aug 7, 2020	-2.15% Nov 2, 2011 - Jan 17, 2012
#13	-0.18% May 2, 2022 - Jun 29, 2022	-2.14% May 8, 2007 - Aug 16, 2007
#14	-0.15% Sep 26, 2017 - Oct 25, 2017	-2.09% Sep 4, 2019 - Oct 4, 2019
#15	-0.12% Oct 1, 2020 - Jan 25, 2022	-1.96% Apr 24, 2015 - Mar 16, 2016

Correlation

Correlation between USFR and IGIB is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2007 - 2026)

USFR vs IGIB dividend yield comparison.

Year	USFR	IGIB
2026	1.20%	1.61%
2025	4.15%	4.59%
2024	5.17%	4.41%
2023	5.12%	3.78%
2022	1.78%	3.04%
2021	0.01%	2.52%
2020	0.40%	2.74%
2019	2.08%	3.44%
2018	1.67%	3.41%
2017	1.03%	2.51%
2016	0.29%	2.45%
2015	0.00%	2.51%
2014	0.00%	2.35%
2013	0.00%	2.61%
2012	0.00%	3.02%
2011	0.00%	3.76%
2010	0.00%	4.24%
2009	0.00%	4.53%
2008	0.00%	4.72%
2007	0.00%	5.02%