USFR vs SPY
Comparison between WISDOMTREE FLOATING RATE TREASURY FUND (USFR, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed USFR, delivering a return of +13.2% compared to +3.7%
USFR vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
USFR
$17B
Winner
SPY
$784B
Expense Ratio
USFR
0.15%
Winner
SPY
0.09%
Max Drawdown
Winner
USFR
1.36%
SPY
56.47%
Sharpe Ratio
USFR
0.71
Winner
SPY
1.54
5Y Beta
Winner
USFR
0.00
SPY
1.00
P/E Ratio
USFR
N/A
SPY
27.62
Forward P/E
USFR
N/A
SPY
21.11
5Y Dividends CAGR
Winner
USFR
112.17%
SPY
6.00%
5Y EPS CAGR
USFR
N/A
SPY
25.30%
Debt to Equity
USFR
N/A
SPY
31.11%
P/S Ratio
USFR
N/A
SPY
3.49
P/B Ratio
USFR
N/A
SPY
5.30
USFR vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
USFR
+0.33%
SPY
-1.37%
3M
USFR
+0.94%
Winner
SPY
+12.22%
6M
USFR
+1.92%
Winner
SPY
+7.20%
1Y
USFR
+3.99%
Winner
SPY
+23.58%
5Y(CAGR)
USFR
+3.71%
Winner
SPY
+13.19%
10Y(CAGR)
USFR
+2.15%
Winner
SPY
+15.12%
Max(CAGR)
USFR
+1.73%
Winner
SPY
+8.44%
USFR vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | USFR | SPY |
|---|---|---|
| 2026 | +1.80% | +7.95% |
| 2025 | +4.21% | +18.00% |
| 2024 | +5.42% | +25.59% |
| 2023 | +5.18% | +26.72% |
| 2022 | +1.98% | -18.64% |
| 2021 | -0.03% | +30.52% |
| 2020 | +0.32% | +17.28% |
| 2019 | +0.96% | +31.09% |
| 2018 | +0.88% | -5.24% |
| 2017 | +0.52% | +20.78% |
| 2016 | +0.75% | +13.59% |
| 2015 | -0.12% | +1.31% |
| 2014 | -0.64% | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
USFR vs SPY Drawdown Comparison
The maximum drawdown for USFR was -1.36%, occurring on Nov 25, 2015. Recovery took 490 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SPY drawdown is -3.18%.
| Rank | USFR | SPY |
|---|---|---|
| #1 | -1.36% Jun 15, 2015 - May 24, 2017 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -1.06% Feb 4, 2014 - Apr 20, 2015 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -0.90% Nov 17, 2017 - Sep 18, 2018 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -0.40% Jun 26, 2017 - Jul 28, 2017 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -0.35% Apr 20, 2015 - Jun 15, 2015 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -0.32% Aug 4, 2017 - Sep 8, 2017 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -0.31% Jul 28, 2017 - Aug 4, 2017 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -0.29% Feb 24, 2020 - Apr 8, 2020 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -0.19% May 6, 2020 - Jan 31, 2022 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -0.18% May 2, 2022 - Jun 29, 2022 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -0.15% Dec 11, 2018 - Jan 10, 2019 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -0.15% Sep 26, 2017 - Oct 25, 2017 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -0.15% Mar 19, 2019 - Apr 4, 2019 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -0.14% May 21, 2019 - Jun 20, 2019 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -0.12% Nov 8, 2017 - Nov 16, 2017 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between USFR and SPY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (1999 - 2026)
USFR vs SPY dividend yield comparison.
| Year | USFR | SPY |
|---|---|---|
| 2026 | 1.50% | 0.50% |
| 2025 | 4.15% | 1.07% |
| 2024 | 5.17% | 1.21% |
| 2023 | 5.12% | 1.40% |
| 2022 | 1.78% | 1.65% |
| 2021 | 0.01% | 1.20% |
| 2020 | 0.20% | 1.52% |
| 2019 | 1.04% | 1.75% |
| 2018 | 0.83% | 2.04% |
| 2017 | 0.51% | 1.80% |
| 2016 | 0.15% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
Select Stocks to Compare
Popular: USFR vs SPY
More Comparisons
Compare with similar stocks
Compare USFR with:
Compare SPY with:
Popular suggestions:
SPY vs VOO
SPDR S&P 500 ETF Trust vs VANGUARD 500 INDEX FUND ETF SHARES
SPY vs BRK-B
SPDR S&P 500 ETF Trust vs Berkshire Hathaway Inc - Class B
SPY vs SCHD
SPDR S&P 500 ETF Trust vs SCHWAB U.S. DIVIDEND EQUITY ETF
SPY vs GLD
SPDR S&P 500 ETF Trust vs SPDR Gold Shares ETF
FLTR vs USFR
VANECK IG FLOATING RATE ETF vs WISDOMTREE FLOATING RATE TREASURY FUND
SPY vs SPYG
SPDR S&P 500 ETF Trust vs STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF