USFR vs SPMD
Comparison between WISDOMTREE FLOATING RATE TREASURY FUND (USFR, ETF) and SPDR(R) PORTFOLIO S&P 400 MID CAP ETF (SPMD, ETF).
5-Year PerformanceSPMD has outperformed USFR, delivering a return of +8.5% compared to +3.6%
USFR vs SPMD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
USFR vs SPMD - Historical Returns
Returns include dividend reinvestment.
USFR vs SPMD - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | USFR | SPMD |
|---|---|---|
| 2026 | +1.37% | +9.85% |
| 2025 | +4.21% | +7.70% |
| 2024 | +5.42% | +14.26% |
| 2023 | +5.18% | +16.97% |
| 2022 | +1.98% | -13.41% |
| 2021 | -0.03% | +26.68% |
| 2020 | +0.52% | +13.36% |
| 2019 | +2.02% | +25.15% |
| 2018 | +1.72% | -11.76% |
| 2017 | +1.03% | +14.82% |
| 2016 | +0.90% | +20.57% |
| 2015 | -0.12% | -2.73% |
| 2014 | -0.64% | +9.38% |
| 2013 | N/A | +35.41% |
| 2012 | N/A | +15.80% |
| 2011 | N/A | -2.07% |
| 2010 | N/A | +23.61% |
| 2009 | N/A | +43.74% |
| 2008 | N/A | -37.86% |
| 2007 | N/A | +4.98% |
| 2006 | N/A | +11.73% |
| 2005 | N/A | +3.21% |
USFR vs SPMD Drawdown Comparison
The maximum drawdown for USFR was -1.36%, occurring on Nov 25, 2015. Recovery took 421 trading sessions.
The maximum drawdown for SPMD was -57.65%, occurring on Mar 9, 2009. Recovery took 864 trading sessions.
The current SPMD drawdown is -1.74%.
| Rank | USFR | SPMD |
|---|---|---|
| #1 | -1.36% Jun 15, 2015 - Feb 14, 2017 | -57.65% Jul 17, 2007 - Dec 17, 2010 |
| #2 | -1.06% Feb 4, 2014 - Apr 20, 2015 | -41.85% Feb 20, 2020 - Nov 9, 2020 |
| #3 | -0.80% Nov 17, 2017 - Apr 2, 2018 | -27.47% Apr 29, 2011 - Mar 15, 2012 |
| #4 | -0.40% Jun 26, 2017 - Jul 28, 2017 | -24.96% Jun 22, 2015 - Nov 14, 2016 |
| #5 | -0.35% Apr 20, 2015 - Jun 15, 2015 | -24.31% Aug 29, 2018 - Dec 19, 2019 |
| #6 | -0.31% Jul 28, 2017 - Aug 4, 2017 | -24.09% Nov 25, 2024 - Dec 10, 2025 |
| #7 | -0.30% Apr 3, 2017 - May 24, 2017 | -23.70% Nov 16, 2021 - Feb 9, 2024 |
| #8 | -0.28% Feb 17, 2017 - Apr 3, 2017 | -12.22% Mar 19, 2012 - Sep 13, 2012 |
| #9 | -0.28% Aug 4, 2017 - Sep 8, 2017 | -11.85% May 8, 2006 - Nov 15, 2006 |
| #10 | -0.23% Feb 24, 2020 - Mar 19, 2020 | -11.64% Jul 2, 2014 - Nov 25, 2014 |
| #11 | -0.22% Mar 19, 2020 - Apr 8, 2020 | -9.37% Jan 26, 2018 - May 21, 2018 |
| #12 | -0.18% May 6, 2020 - Aug 7, 2020 | -8.86% Feb 20, 2026 - Apr 17, 2026 |
| #13 | -0.18% May 2, 2022 - Jun 29, 2022 | -7.83% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -0.15% Sep 26, 2017 - Oct 25, 2017 | -7.14% Sep 14, 2012 - Dec 18, 2012 |
| #15 | -0.12% Oct 1, 2020 - Jan 25, 2022 | -7.12% Mar 28, 2024 - May 15, 2024 |
Correlation
Correlation between USFR and SPMD is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2005 - 2026)
USFR vs SPMD dividend yield comparison.
| Year | USFR | SPMD |
|---|---|---|
| 2026 | 1.20% | 0.29% |
| 2025 | 4.15% | 1.39% |
| 2024 | 5.17% | 1.42% |
| 2023 | 5.12% | 1.47% |
| 2022 | 1.78% | 1.64% |
| 2021 | 0.01% | 1.24% |
| 2020 | 0.40% | 1.30% |
| 2019 | 2.08% | 1.57% |
| 2018 | 1.67% | 1.85% |
| 2017 | 1.03% | 1.97% |
| 2016 | 0.29% | 2.13% |
| 2015 | 0.00% | 5.33% |
| 2014 | 0.00% | 5.71% |
| 2013 | 0.00% | 10.67% |
| 2012 | 0.00% | 2.48% |
| 2011 | 0.00% | 1.34% |
| 2010 | 0.00% | 1.13% |
| 2009 | 0.00% | 1.31% |
| 2008 | 0.00% | 2.34% |
| 2007 | 0.00% | 6.04% |
| 2006 | 0.00% | 2.73% |
| 2005 | 0.00% | 0.18% |
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