USFR vs SPEM
Comparison between WISDOMTREE FLOATING RATE TREASURY FUND (USFR, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO EMERGING MARKETS ETF (SPEM, ETF).
5-Year PerformanceSPEM has outperformed USFR, delivering a return of +4.8% compared to +3.7%
USFR vs SPEM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
USFR vs SPEM - Historical Returns
Returns include dividend reinvestment.
USFR vs SPEM - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | USFR | SPEM |
|---|---|---|
| 2026 | +1.64% | +5.73% |
| 2025 | +4.21% | +26.06% |
| 2024 | +5.42% | +12.77% |
| 2023 | +5.18% | +9.34% |
| 2022 | +1.98% | -18.38% |
| 2021 | -0.03% | +0.94% |
| 2020 | +0.52% | +12.23% |
| 2019 | +2.02% | +19.24% |
| 2018 | +1.72% | -15.13% |
| 2017 | +1.03% | +33.44% |
| 2016 | +0.90% | +14.74% |
| 2015 | -0.12% | -14.68% |
| 2014 | -0.64% | +1.97% |
| 2013 | N/A | -3.47% |
| 2012 | N/A | +14.83% |
| 2011 | N/A | -19.79% |
| 2010 | N/A | +15.47% |
| 2009 | N/A | +65.42% |
| 2008 | N/A | -48.76% |
| 2007 | N/A | +36.13% |
USFR vs SPEM Drawdown Comparison
The maximum drawdown for USFR was -1.36%, occurring on Nov 25, 2015. Recovery took 421 trading sessions.
The maximum drawdown for SPEM was -64.42%, occurring on Nov 20, 2008. Recovery took 1721 trading sessions.
The current SPEM drawdown is -5.36%.
| Rank | USFR | SPEM |
|---|---|---|
| #1 | -1.36% Jun 15, 2015 - Feb 14, 2017 | -64.42% Oct 31, 2007 - Sep 3, 2014 |
| #2 | -1.06% Feb 4, 2014 - Apr 20, 2015 | -36.05% Jan 26, 2018 - Nov 9, 2020 |
| #3 | -0.80% Nov 17, 2017 - Apr 2, 2018 | -34.89% Sep 5, 2014 - Jul 12, 2017 |
| #4 | -0.40% Jun 26, 2017 - Jul 28, 2017 | -33.40% Feb 17, 2021 - Oct 7, 2024 |
| #5 | -0.35% Apr 20, 2015 - Jun 15, 2015 | -17.89% Jul 23, 2007 - Sep 19, 2007 |
| #6 | -0.31% Jul 28, 2017 - Aug 4, 2017 | -17.63% Oct 7, 2024 - Jun 9, 2025 |
| #7 | -0.30% Apr 3, 2017 - May 24, 2017 | -11.36% Feb 25, 2026 - Apr 17, 2026 |
| #8 | -0.28% Feb 17, 2017 - Apr 3, 2017 | -5.36% Jun 2, 2026 - Jun 5, 2026 |
| #9 | -0.28% Aug 4, 2017 - Sep 8, 2017 | -5.02% Jan 20, 2021 - Feb 5, 2021 |
| #10 | -0.23% Feb 24, 2020 - Mar 19, 2020 | -4.86% Oct 29, 2025 - Jan 2, 2026 |
| #11 | -0.22% Mar 19, 2020 - Apr 8, 2020 | -4.56% May 6, 2026 - Jun 2, 2026 |
| #12 | -0.18% May 6, 2020 - Aug 7, 2020 | -4.38% Oct 8, 2025 - Oct 20, 2025 |
| #13 | -0.18% May 2, 2022 - Jun 29, 2022 | -4.30% Nov 22, 2017 - Dec 28, 2017 |
| #14 | -0.15% Sep 26, 2017 - Oct 25, 2017 | -4.11% Oct 18, 2007 - Oct 26, 2007 |
| #15 | -0.12% Oct 1, 2020 - Jan 25, 2022 | -3.46% Sep 19, 2017 - Oct 13, 2017 |
Correlation
Correlation between USFR and SPEM is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2007 - 2026)
USFR vs SPEM dividend yield comparison.
| Year | USFR | SPEM |
|---|---|---|
| 2026 | 1.51% | 0.00% |
| 2025 | 4.15% | 2.77% |
| 2024 | 5.17% | 2.78% |
| 2023 | 5.12% | 2.80% |
| 2022 | 1.78% | 3.38% |
| 2021 | 0.01% | 3.14% |
| 2020 | 0.40% | 1.92% |
| 2019 | 2.08% | 2.94% |
| 2018 | 1.67% | 2.34% |
| 2017 | 1.03% | 1.12% |
| 2016 | 0.29% | 1.52% |
| 2015 | 0.00% | 2.40% |
| 2014 | 0.00% | 2.26% |
| 2013 | 0.00% | 1.91% |
| 2012 | 0.00% | 1.99% |
| 2011 | 0.00% | 3.64% |
| 2010 | 0.00% | 2.32% |
| 2009 | 0.00% | 0.71% |
| 2008 | 0.00% | 3.69% |
| 2007 | 0.00% | 1.82% |
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