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WISD vs USFR

Wisdom Short Duration Income ETF vs WisdomTree Floating Rate Treasury Fund

WISD

Wisdom Short Duration Income ETF

Annual cost

Fund size

USFR

WisdomTree Floating Rate Treasury Fund

WisdomTree

Annual cost

0.15%

Fund size

$17.0B

Key differences

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

Side-by-side comparison

WISDUSFR
Annual cost (TER)0.15%
Fund size (AUM)$17.0B
Since2014
Dividend yield3.96%
Asset classfixed incomefixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+4.1%
CAGR 3YN/A+4.7%
CAGR 5YN/A+3.5%
Sharpe 3YN/A2.59
Volatility 1Y0.28%
Max drawdown-0.73%-0.78%

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

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