USFR vs IYW
Comparison between WISDOMTREE FLOATING RATE TREASURY FUND (USFR, ETF) and ISHARES U.S. TECHNOLOGY ETF (IYW, ETF).
5-Year PerformanceIYW has outperformed USFR, delivering a return of +21.4% compared to +3.6%
USFR vs IYW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USFR
$18B
Winner
IYW
$18B
Expense Ratio
Winner
USFR
0.15%
IYW
0.38%
Max Drawdown
Winner
USFR
1.36%
IYW
81.90%
Sharpe Ratio
USFR
1.60
Winner
IYW
2.33
5Y Beta
Winner
USFR
0.00
IYW
1.42
P/E Ratio
USFR
N/A
IYW
37.72
Forward P/E
USFR
N/A
IYW
22.77
5Y Dividends CAGR
Winner
USFR
109.04%
IYW
-6.12%
5Y EPS CAGR
USFR
N/A
IYW
38.19%
Debt to Equity
USFR
N/A
IYW
34.80%
P/S Ratio
USFR
N/A
IYW
7.32
P/B Ratio
USFR
N/A
IYW
9.29
USFR vs IYW - Historical Returns
Returns include dividend reinvestment.
1M
USFR
+0.35%
Winner
IYW
+23.58%
3M
USFR
+0.92%
Winner
IYW
+21.60%
6M
USFR
+2.04%
Winner
IYW
+19.67%
1Y
USFR
+4.12%
Winner
IYW
+61.01%
5Y(CAGR)
USFR
+3.62%
Winner
IYW
+21.41%
10Y(CAGR)
USFR
+2.44%
Winner
IYW
+25.79%
Max(CAGR)
USFR
+1.94%
Winner
IYW
+9.30%
USFR vs IYW - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | USFR | IYW |
|---|---|---|
| 2026 | +1.35% | +19.43% |
| 2025 | +4.21% | +25.36% |
| 2024 | +5.42% | +33.77% |
| 2023 | +5.18% | +66.65% |
| 2022 | +1.98% | -35.16% |
| 2021 | -0.03% | +37.48% |
| 2020 | +0.52% | +44.47% |
| 2019 | +2.02% | +46.32% |
| 2018 | +1.72% | -2.40% |
| 2017 | +1.03% | +35.59% |
| 2016 | +0.90% | +15.48% |
| 2015 | -0.12% | +4.03% |
| 2014 | -0.64% | +20.70% |
| 2013 | N/A | +22.71% |
| 2012 | N/A | +9.98% |
| 2011 | N/A | -1.28% |
| 2010 | N/A | +10.59% |
| 2009 | N/A | +57.56% |
| 2008 | N/A | -42.02% |
| 2007 | N/A | +14.50% |
| 2006 | N/A | +7.37% |
| 2005 | N/A | +3.73% |
| 2004 | N/A | +0.96% |
| 2003 | N/A | +43.69% |
| 2002 | N/A | -40.37% |
| 2001 | N/A | -22.34% |
| 2000 | N/A | -32.09% |
USFR vs IYW Drawdown Comparison
The maximum drawdown for USFR was -1.36%, occurring on Nov 25, 2015. Recovery took 421 trading sessions.
The maximum drawdown for IYW was -81.90%, occurring on Oct 9, 2002. Recovery took 4156 trading sessions.
| Rank | USFR | IYW |
|---|---|---|
| #1 | -1.36% Jun 15, 2015 - Feb 14, 2017 | -81.90% Jul 17, 2000 - Jan 24, 2017 |
| #2 | -1.06% Feb 4, 2014 - Apr 20, 2015 | -39.44% Dec 27, 2021 - Nov 20, 2023 |
| #3 | -0.80% Nov 17, 2017 - Apr 2, 2018 | -30.47% Feb 19, 2020 - Jun 5, 2020 |
| #4 | -0.40% Jun 26, 2017 - Jul 28, 2017 | -26.47% Feb 18, 2025 - Jun 24, 2025 |
| #5 | -0.35% Apr 20, 2015 - Jun 15, 2015 | -23.96% Aug 29, 2018 - Mar 21, 2019 |
| #6 | -0.31% Jul 28, 2017 - Aug 4, 2017 | -17.81% Oct 29, 2025 - Apr 22, 2026 |
| #7 | -0.30% Apr 3, 2017 - May 24, 2017 | -16.11% Jul 10, 2024 - Nov 7, 2024 |
| #8 | -0.28% Feb 17, 2017 - Apr 3, 2017 | -13.30% Sep 2, 2020 - Dec 4, 2020 |
| #9 | -0.28% Aug 4, 2017 - Sep 8, 2017 | -12.91% Apr 29, 2019 - Jul 12, 2019 |
| #10 | -0.23% Feb 24, 2020 - Mar 19, 2020 | -11.44% Feb 12, 2021 - Apr 8, 2021 |
| #11 | -0.22% Mar 19, 2020 - Apr 8, 2020 | -10.54% Jan 26, 2018 - Feb 26, 2018 |
| #12 | -0.18% May 6, 2020 - Aug 7, 2020 | -10.21% Mar 12, 2018 - Jun 1, 2018 |
| #13 | -0.18% May 2, 2022 - Jun 29, 2022 | -8.84% Apr 15, 2021 - Jun 11, 2021 |
| #14 | -0.15% Sep 26, 2017 - Oct 25, 2017 | -8.67% Mar 22, 2024 - May 15, 2024 |
| #15 | -0.12% Oct 1, 2020 - Jan 25, 2022 | -8.42% Jul 26, 2019 - Oct 28, 2019 |
Correlation
Correlation between USFR and IYW is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2004 - 2026)
USFR vs IYW dividend yield comparison.
| Year | USFR | IYW |
|---|---|---|
| 2026 | 1.20% | 0.03% |
| 2025 | 4.15% | 0.14% |
| 2024 | 5.17% | 0.21% |
| 2023 | 5.12% | 0.34% |
| 2022 | 1.78% | 0.50% |
| 2021 | 0.01% | 0.31% |
| 2020 | 0.40% | 0.56% |
| 2019 | 2.08% | 0.72% |
| 2018 | 1.67% | 0.92% |
| 2017 | 1.03% | 0.82% |
| 2016 | 0.29% | 1.14% |
| 2015 | 0.00% | 1.12% |
| 2014 | 0.00% | 1.13% |
| 2013 | 0.00% | 1.06% |
| 2012 | 0.00% | 0.94% |
| 2011 | 0.00% | 0.61% |
| 2010 | 0.00% | 0.43% |
| 2009 | 0.00% | 0.45% |
| 2008 | 0.00% | 0.65% |
| 2007 | 0.00% | 0.21% |
| 2006 | 0.00% | 0.14% |
| 2005 | 0.00% | 0.15% |
| 2004 | 0.00% | 1.44% |
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