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USFR vs DWM
WisdomTree Floating Rate Treasury Fund vs WisdomTree International Equity 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.
- USFR is classified as fixed income, while DWM is equity — different risk/return profiles.
- USFR covers north america markets; DWM covers global.
- 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
| USFR | DWM | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.48% |
| Fund size (AUM) | $17.0B | $663M |
| Since | 2014 | 2006 |
| Dividend yield | 3.96% | 2.78% |
| Asset class | fixed income | equity |
| Region | north america | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.1% | +22.3% |
| CAGR 3Y | +4.7% | +17.6% |
| CAGR 5Y | +3.5% | +10.2% |
| Sharpe 3Y | 2.59 | 0.95 |
| Volatility 1Y | 0.28% | 14.24% |
| Max drawdown | -0.78% | -37.82% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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