USIG vs USFR

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

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

USIG vs USFR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

USIG

$17B

USFR

$17B

Expense Ratio

Winner

USIG

0.04%

USFR

0.15%

Max Drawdown

USIG

24.90%

Winner

USFR

1.36%

Sharpe Ratio

USIG

0.63

Winner

USFR

1.42

5Y Beta

USIG

0.10

Winner

USFR

0.00

5Y Dividends CAGR

USIG

9.69%

Winner

USFR

109.04%

USIG vs USFR - Historical Returns

Returns include dividend reinvestment.

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

USIG

-0.36%

Winner

USFR

+0.35%

USIG

-0.89%

Winner

USFR

+0.90%

USIG

+0.44%

Winner

USFR

+2.02%

Winner

USIG

+6.45%

USFR

+4.08%

5Y(CAGR)

USIG

+0.94%

Winner

USFR

+3.63%

10Y(CAGR)

Winner

USIG

+2.65%

USFR

+2.45%

Max(CAGR)

Winner

USIG

+3.93%

USFR

+1.94%

USIG vs USFR - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

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

USIG vs USFR Drawdown Comparison

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

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

The current USIG drawdown is -1.33%.

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

Correlation

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

0.74

-101

Dividend Comparison (2007 - 2026)

USIG vs USFR dividend yield comparison.

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