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FLOT vs USFR

iShares Floating Rate Bond ETF vs WisdomTree Floating Rate Treasury Fund

FLOT

iShares Floating Rate Bond ETF

Annual cost

0.15%

Fund size

$9.5B

USFR

WisdomTree Floating Rate Treasury Fund

Annual cost

0.15%

Fund size

$17.0B

Key differences

Both FLOT and USFR are fixed income ETFs. FLOT charges 0.15% a year and USFR 0.15%. The main difference: Over the last three years, FLOT has delivered higher annualized returns.

  • Over the last three years, FLOT has delivered higher annualized returns.

Side-by-side comparison

FLOTUSFR
Annual cost (TER)0.15%0.15%
Fund size (AUM)$9.5B$17.0B
Since20112014
Dividend yield4.60%3.91%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.9%+4.1%
CAGR 3Y+5.7%+4.6%
CAGR 5Y+4.2%+3.6%
Sharpe 3Y1.452.45
Volatility 1Y0.75%0.27%
Max drawdown-13.54%-0.78%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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