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DWM vs USFR
WisdomTree International Equity Fund vs WisdomTree Floating Rate Treasury Fund
Key differences
- USFR costs 0.33% less per year.
- USFR is significantly larger than DWM — larger funds tend to be more liquid and less likely to close.
- DWM is classified as equity, while USFR is fixed income — different risk/return profiles.
- DWM covers global markets; USFR covers north america.
- Over the last 3 years, DWM has delivered higher annualized returns.
- DWM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DWM | USFR | |
|---|---|---|
| Annual cost (TER) | 0.48% | 0.15% |
| Fund size (AUM) | $663M | $17.0B |
| Since | 2006 | 2014 |
| Dividend yield | 2.78% | 3.96% |
| Asset class | equity | fixed income |
| Region | global | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +22.3% | +4.1% |
| CAGR 3Y | +17.6% | +4.7% |
| CAGR 5Y | +10.2% | +3.5% |
| Sharpe 3Y | 0.95 | 2.59 |
| Volatility 1Y | 14.24% | 0.28% |
| Max drawdown | -37.82% | -0.78% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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