Screener
USFR vs BRLN
WisdomTree Floating Rate Treasury Fund vs iShares Floating Rate Loan Active ETF
Key differences
Both USFR and BRLN are fixed income ETFs. USFR charges 0.15% a year and BRLN 0.55%. The main difference: USFR follows a index tracking strategy; BRLN uses active selection.
- USFR follows a index tracking strategy; BRLN uses active selection.
- USFR costs 0.40% less per year.
- USFR is much larger than BRLN. Larger funds are usually more liquid and less likely to close.
- Over the last three years, BRLN has delivered higher annualized returns.
- USFR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| USFR | BRLN | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.55% |
| Fund size (AUM) | $17.0B | $54M |
| Since | 2014 | 2022 |
| Dividend yield | 3.91% | 6.40% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +4.1% | +4.8% |
| CAGR 3Y | +4.6% | +7.4% |
| CAGR 5Y | +3.6% | N/A |
| Sharpe 3Y | 2.42 | 1.07 |
| Volatility 1Y | 0.27% | 3.14% |
| Max drawdown | -0.78% | -3.85% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.