USFR vs USIG

Comparison between WISDOMTREE FLOATING RATE TREASURY FUND (USFR, ETF) and ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF (USIG, ETF).

5-Year PerformanceUSFR has outperformed USIG, delivering a return of +3.6% compared to +0.9%

USFR vs USIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USFR(ETF)	USIG(ETF)
Net Assets	$17B	$17B
Expense Ratio	0.15%	0.04%
Max Drawdown	1.36%	24.90%
Sharpe Ratio	1.42	0.63
5Y Beta	0.00	0.10
5Y Dividends CAGR	109.04%	9.69%

Net Assets

USFR

$17B

USIG

$17B

Expense Ratio

USFR

0.15%

Winner

USIG

0.04%

Max Drawdown

Winner

USFR

1.36%

USIG

24.90%

Sharpe Ratio

Winner

USFR

1.42

USIG

0.63

5Y Beta

Winner

USFR

0.00

USIG

0.10

5Y Dividends CAGR

Winner

USFR

109.04%

USIG

9.69%

USFR vs USIG - Historical Returns

Returns include dividend reinvestment.

Period	USFR	USIG
1 month	+0.35%	-0.36%
3 months	+0.90%	-0.89%
6 months	+2.02%	+0.44%
1 year	+4.08%	+6.45%
5 years(CAGR)	+3.63%	+0.94%
10 years(CAGR)	+2.45%	+2.65%
Max(CAGR)	+1.94%	+3.93%

Winner

USFR

+0.35%

USIG

-0.36%

Winner

USFR

+0.90%

USIG

-0.89%

Winner

USFR

+2.02%

USIG

+0.44%

USFR

+4.08%

Winner

USIG

+6.45%

5Y(CAGR)

Winner

USFR

+3.63%

USIG

+0.94%

10Y(CAGR)

USFR

+2.45%

Winner

USIG

+2.65%

Max(CAGR)

USFR

+1.94%

Winner

USIG

+3.93%

USFR vs USIG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	USFR	USIG
2026	+1.37%	+0.21%
2025	+4.21%	+7.86%
2024	+5.42%	+3.06%
2023	+5.18%	+7.57%
2022	+1.98%	-14.62%
2021	-0.03%	-1.05%
2020	+0.52%	+9.20%
2019	+2.02%	+13.82%
2018	+1.72%	-1.91%
2017	+1.03%	+5.66%
2016	+0.90%	+5.33%
2015	-0.12%	-1.76%
2014	-0.64%	+7.98%
2013	N/A	-2.51%
2012	N/A	+7.70%
2011	N/A	+9.02%
2010	N/A	+7.81%
2009	N/A	+11.22%
2008	N/A	-0.75%
2007	N/A	+4.73%

USFR vs USIG Drawdown Comparison

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

The maximum drawdown for USIG was -22.21%, occurring on Oct 10, 2008. Recovery took 334 trading sessions.

The current USIG drawdown is -1.33%.

Rank	USFR	USIG
#1	-1.36% Jun 15, 2015 - Feb 14, 2017	-22.21% Feb 5, 2008 - Jun 3, 2009
#2	-1.06% Feb 4, 2014 - Apr 20, 2015	-21.45% Sep 22, 2021 - Oct 14, 2025
#3	-0.80% Nov 17, 2017 - Apr 2, 2018	-18.88% Mar 6, 2020 - Jun 30, 2020
#4	-0.40% Jun 26, 2017 - Jul 28, 2017	-7.07% May 2, 2013 - May 1, 2014
#5	-0.35% Apr 20, 2015 - Jun 15, 2015	-5.24% Dec 31, 2020 - Jul 28, 2021
#6	-0.31% Jul 28, 2017 - Aug 4, 2017	-5.04% Aug 29, 2016 - Jun 14, 2017
#7	-0.30% Apr 3, 2017 - May 24, 2017	-4.96% Jan 30, 2015 - Apr 5, 2016
#8	-0.28% Feb 17, 2017 - Apr 3, 2017	-4.68% Oct 7, 2010 - May 5, 2011
#9	-0.28% Aug 4, 2017 - Sep 8, 2017	-4.06% Dec 15, 2017 - Feb 8, 2019
#10	-0.23% Feb 24, 2020 - Mar 19, 2020	-3.19% Mar 7, 2007 - Sep 5, 2007
#11	-0.22% Mar 19, 2020 - Apr 8, 2020	-2.79% Feb 23, 2026 - Mar 27, 2026
#12	-0.18% May 6, 2020 - Aug 7, 2020	-2.78% Nov 26, 2007 - Jan 7, 2008
#13	-0.18% May 2, 2022 - Jun 29, 2022	-2.50% Aug 28, 2019 - Oct 4, 2019
#14	-0.15% Sep 26, 2017 - Oct 25, 2017	-2.44% Aug 4, 2011 - Sep 2, 2011
#15	-0.12% Oct 1, 2020 - Jan 25, 2022	-2.43% Aug 6, 2020 - Nov 23, 2020

Correlation

Correlation between USFR and USIG is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (2007 - 2026)

USFR vs USIG dividend yield comparison.

Year	USFR	USIG
2026	1.20%	1.57%
2025	4.15%	4.62%
2024	5.17%	4.51%
2023	5.12%	3.94%
2022	1.78%	3.14%
2021	0.01%	2.33%
2020	0.40%	2.82%
2019	2.08%	3.37%
2018	1.67%	3.44%
2017	1.03%	3.03%
2016	0.29%	2.87%
2015	0.00%	3.24%
2014	0.00%	3.32%
2013	0.00%	3.53%
2012	0.00%	3.23%
2011	0.00%	4.11%
2010	0.00%	4.56%
2009	0.00%	4.95%
2008	0.00%	5.12%
2007	0.00%	5.22%