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USFR vs TLH

WisdomTree Floating Rate Treasury Fund vs iShares 10-20 Year Treasury Bond ETF

USFR

WisdomTree Floating Rate Treasury Fund

Annual cost

0.15%

Fund size

$17.0B

TLH

iShares 10-20 Year Treasury Bond ETF

Annual cost

0.15%

Fund size

$11.4B

Key differences

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

  • Over the last three years, USFR has delivered higher annualized returns.
  • TLH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

USFRTLH
Annual cost (TER)0.15%0.15%
Fund size (AUM)$17.0B$11.4B
Since20142007
Dividend yield3.91%4.39%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.1%+4.6%
CAGR 3Y+4.6%+1.1%
CAGR 5Y+3.6%-3.7%
Sharpe 3Y2.45-0.17
Volatility 1Y0.27%7.92%
Max drawdown-0.78%-41.14%

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

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