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USFR vs WISD

WisdomTree Floating Rate Treasury Fund vs Wisdom Short Duration Income ETF

USFR

WisdomTree Floating Rate Treasury Fund

WisdomTree

Annual cost

0.15%

Fund size

$17.0B

WISD

Wisdom Short Duration Income ETF

Annual cost

Fund size

Key differences

  • USFR follows a index tracking strategy; WISD uses active selection.

Side-by-side comparison

USFRWISD
Annual cost (TER)0.15%
Fund size (AUM)$17.0B
Since2014
Dividend yield3.96%
Asset classfixed incomefixed income
Regionnorth america
Strategyindex trackingactive selection
CAGR 1Y+4.1%N/A
CAGR 3Y+4.7%N/A
CAGR 5Y+3.5%N/A
Sharpe 3Y2.59N/A
Volatility 1Y0.28%
Max drawdown-0.78%-0.73%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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