Screener
USFR vs SHAG
WisdomTree Floating Rate Treasury Fund vs WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund
Key differences
Both USFR and SHAG are fixed income ETFs. USFR charges 0.15% a year and SHAG 0.12%. The main difference: USFR is much larger than SHAG. Larger funds are usually more liquid and less likely to close.
- USFR is much larger than SHAG. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| USFR | SHAG | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.12% |
| Fund size (AUM) | $17.0B | $43M |
| Since | 2014 | 2017 |
| Dividend yield | 3.91% | 4.27% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +4.1% | +3.9% |
| CAGR 3Y | +4.6% | +4.7% |
| CAGR 5Y | +3.6% | +1.6% |
| Sharpe 3Y | 2.42 | 0.46 |
| Volatility 1Y | 0.27% | 1.82% |
| Max drawdown | -0.78% | -9.61% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.