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WTIP vs USFR
WisdomTree Inflation Plus Fund vs WisdomTree Floating Rate Treasury Fund
Key differences
- USFR costs 0.50% less per year.
- USFR is significantly larger than WTIP — larger funds tend to be more liquid and less likely to close.
- WTIP is classified as alternative, while USFR is fixed income — different risk/return profiles.
- WTIP follows a tactical allocation strategy; USFR uses index tracking.
- USFR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| WTIP | USFR | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.15% |
| Fund size (AUM) | $22M | $17.0B |
| Since | 2025 | 2014 |
| Dividend yield | — | 3.96% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | index tracking |
| CAGR 1Y | N/A | +4.1% |
| CAGR 3Y | N/A | +4.7% |
| CAGR 5Y | N/A | +3.5% |
| Sharpe 3Y | N/A | 2.59 |
| Volatility 1Y | — | 0.28% |
| Max drawdown | -7.44% | -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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