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USFR vs VTWO

Comparison between WISDOMTREE FLOATING RATE TREASURY FUND (USFR, ETF) and VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES (VTWO, ETF).

5-Year PerformanceVTWO has outperformed USFR, delivering a return of +7.7% compared to +3.8%

USFR vs VTWO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
USFR
$18B
Winner
VTWO
$19B
Expense Ratio
USFR
0.15%
Winner
VTWO
0.06%
Max Drawdown
Winner
USFR
1.36%
VTWO
42.44%
Sharpe Ratio
USFR
0.35
Winner
VTWO
1.59
5Y Beta
Winner
USFR
0.00
VTWO
1.10
P/E Ratio
USFR
N/A
VTWO
-238.77
Forward P/E
USFR
N/A
VTWO
14.42
5Y Dividends CAGR
Winner
USFR
127.97%
VTWO
13.72%
5Y EPS CAGR
USFR
N/A
VTWO
8.10%
Debt to Equity
USFR
N/A
VTWO
35.65%
P/S Ratio
USFR
N/A
VTWO
1.44
P/B Ratio
USFR
N/A
VTWO
2.17

USFR vs VTWO - Historical Returns

Returns include dividend reinvestment.

1M
USFR
+0.34%
Winner
VTWO
+1.77%
3M
USFR
+0.99%
Winner
VTWO
+7.12%
6M
USFR
+1.89%
Winner
VTWO
+14.36%
1Y
USFR
+3.99%
Winner
VTWO
+38.80%
5Y(CAGR)
USFR
+3.82%
Winner
VTWO
+7.69%
10Y(CAGR)
USFR
+2.49%
Winner
VTWO
+10.98%
Max(CAGR)
USFR
+1.97%
Winner
VTWO
+11.66%

USFR vs VTWO - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearUSFRVTWO
2026+2.31%+21.82%
2025+4.21%+12.81%
2024+5.42%+12.23%
2023+5.18%+17.77%
2022+1.98%-21.39%
2021-0.03%+16.50%
2020+0.52%+20.23%
2019+2.02%+24.88%
2018+1.72%-11.97%
2017+1.03%+13.93%
2016+0.90%+24.32%
2015-0.12%-3.94%
2014-0.64%+6.11%
2013N/A+34.82%
2012N/A+14.49%
2011N/A-5.96%
2010N/A+20.09%

USFR vs VTWO Drawdown Comparison

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

The maximum drawdown for VTWO was -41.18%, occurring on Mar 23, 2020. Recovery took 551 trading sessions.

The current VTWO drawdown is -0.09%.

RankUSFRVTWO
#1-1.36%
Jun 15, 2015 - Feb 14, 2017
-41.18%
Aug 31, 2018 - Nov 9, 2020
#2-1.06%
Feb 4, 2014 - Apr 20, 2015
-31.87%
Nov 8, 2021 - Nov 6, 2024
#3-0.80%
Nov 17, 2017 - Apr 2, 2018
-29.01%
Apr 29, 2011 - Sep 13, 2012
#4-0.40%
Jun 26, 2017 - Jul 28, 2017
-27.56%
Nov 25, 2024 - Sep 11, 2025
#5-0.35%
Apr 20, 2015 - Jun 15, 2015
-25.71%
Jun 23, 2015 - Nov 11, 2016
#6-0.31%
Jul 28, 2017 - Aug 4, 2017
-12.72%
Jul 3, 2014 - Dec 22, 2014
#7-0.30%
Apr 3, 2017 - May 24, 2017
-10.99%
Jan 22, 2026 - Apr 15, 2026
#8-0.28%
Feb 17, 2017 - Apr 3, 2017
-10.91%
Sep 14, 2012 - Jan 2, 2013
#9-0.28%
Aug 4, 2017 - Sep 8, 2017
-9.62%
Mar 15, 2021 - Nov 1, 2021
#10-0.23%
Feb 24, 2020 - Mar 19, 2020
-9.15%
Jan 23, 2018 - May 11, 2018
#11-0.22%
Mar 19, 2020 - Apr 8, 2020
-9.00%
Mar 4, 2014 - Jul 1, 2014
#12-0.18%
May 6, 2020 - Aug 7, 2020
-8.47%
Oct 15, 2025 - Dec 4, 2025
#13-0.18%
May 2, 2022 - Jun 29, 2022
-7.39%
Jan 22, 2014 - Feb 26, 2014
#14-0.15%
Sep 26, 2017 - Oct 25, 2017
-6.52%
Feb 9, 2021 - Mar 11, 2021
#15-0.12%
Oct 1, 2020 - Jan 25, 2022
-6.29%
Jul 25, 2017 - Sep 22, 2017

Correlation

Correlation between USFR and VTWO is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

Dividend Comparison (2010 - 2026)

USFR vs VTWO dividend yield comparison.

YearUSFRVTWO
20262.12%0.46%
20254.15%1.25%
20245.17%1.21%
20235.12%1.45%
20221.78%1.48%
20210.01%1.13%
20200.40%0.92%
20192.08%1.36%
20181.67%1.41%
20171.03%1.18%
20160.29%1.27%
20150.00%1.23%
20140.00%1.12%
20130.00%1.04%
20120.00%1.56%
20110.00%0.92%
20100.00%0.37%

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