ARKG vs. USFR
ARKG (ARK Genomic Revolution Multi-Sector ETF) and USFR (WisdomTree Floating Rate Treasury Fund) are both exchange-traded funds - ARKG is a Health & Biotech Equities fund actively managed by ARK, while USFR is a Government Bonds fund tracking the Bloomberg U.S. Treasury Floating Rate Bond Index. ARKG is actively managed, while USFR is passively managed. Over the past 10 years, ARKG returned 8.67%/yr vs 2.43%/yr for USFR. At a correlation of -0.01, they often move in opposite directions. ARKG charges 0.75%/yr vs 0.15%/yr for USFR.
Performance
ARKG vs. USFR - Performance Comparison
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Returns By Period
In the year-to-date period, ARKG achieves a 24.30% return, which is significantly higher than USFR's 1.82% return. Over the past 10 years, ARKG has outperformed USFR with an annualized return of 8.67%, while USFR has yielded a comparatively lower 2.43% annualized return.
ARKG
- 1D
- -1.07%
- 1M
- 17.41%
- YTD
- 24.30%
- 6M
- 19.48%
- 1Y
- 52.71%
- 3Y*
- 3.17%
- 5Y*
- -16.56%
- 10Y*
- 8.67%
USFR
- 1D
- 0.04%
- 1M
- 0.33%
- YTD
- 1.82%
- 6M
- 1.92%
- 1Y
- 3.99%
- 3Y*
- 4.74%
- 5Y*
- 3.71%
- 10Y*
- 2.43%
ARKG vs. USFR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARKG ARK Genomic Revolution Multi-Sector ETF | 24.30% | 23.04% | -28.24% | 16.22% | -53.90% | -33.92% | 180.40% | 44.00% | -1.26% | 46.61% |
USFR WisdomTree Floating Rate Treasury Fund | 1.82% | 4.23% | 5.47% | 5.18% | 1.98% | -0.03% | 0.56% | 2.02% | 2.01% | 1.03% |
Correlation
The correlation between ARKG and USFR is -0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.06 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.04 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.01 |
Correlation (All Time) Calculated using the full available price history since Oct 31, 2014 | -0.01 |
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Return for Risk
ARKG vs. USFR — Risk / Return Rank
ARKG
USFR
ARKG vs. USFR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ARK Genomic Revolution Multi-Sector ETF (ARKG) and WisdomTree Floating Rate Treasury Fund (USFR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ARKG | USFR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -13.43 | ||
| Sortino ratioReturn per unit of downside risk | -48.22 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 13.31 | -12.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.93 | 201.33 | -199.41 |
| Martin ratioReturn relative to average drawdown | 4.58 | 779.76 | -775.18 |
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Drawdowns
ARKG vs. USFR - Drawdown Comparison
The maximum ARKG drawdown since its inception was -83.59%, which is greater than USFR's maximum drawdown of -1.36%. Use the drawdown chart below to compare losses from any high point for ARKG and USFR.
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Drawdown Indicators
| ARKG | USFR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.59% | -1.36% | -82.23% |
Max Drawdown (1Y)Largest decline over 1 year | -27.51% | -0.02% | -27.49% |
Max Drawdown (3Y)Largest decline over 3 years | -51.96% | -0.06% | -51.90% |
Max Drawdown (5Y)Largest decline over 5 years | -80.18% | -0.18% | -80.00% |
Max Drawdown (10Y)Largest decline over 10 years | -83.59% | -0.80% | -82.79% |
Current DrawdownCurrent decline from peak | -67.78% | 0.00% | -67.78% |
Average DrawdownAverage peak-to-trough decline | -36.02% | -0.15% | -35.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.53% | 0.01% | +11.52% |
Volatility
ARKG vs. USFR - Volatility Comparison
ARK Genomic Revolution Multi-Sector ETF (ARKG) has a higher volatility of 15.19% compared to WisdomTree Floating Rate Treasury Fund (USFR) at 0.09%. This indicates that ARKG's price experiences larger fluctuations and is considered to be riskier than USFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ARKG | USFR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.19% | 0.09% | +15.10% |
Volatility (6M)Calculated over the trailing 6-month period | 30.91% | 0.19% | +30.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 42.54% | 0.27% | +42.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 45.93% | 0.40% | +45.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.29% | 0.78% | +40.51% |
ARKG vs. USFR - Expense Ratio Comparison
ARKG has a 0.75% expense ratio, which is higher than USFR's 0.15% expense ratio.
Dividends
ARKG vs. USFR - Dividend Comparison
ARKG has not paid dividends to shareholders, while USFR's dividend yield for the trailing twelve months is around 3.90%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
ARKG ARK Genomic Revolution Multi-Sector ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.62% | 0.85% | 3.14% | 0.82% | 1.34% | 0.00% |
USFR WisdomTree Floating Rate Treasury Fund | 3.90% | 4.15% | 5.17% | 5.12% | 1.78% | 0.01% | 0.40% | 2.08% | 1.67% | 1.03% | 0.29% |
Frequently Asked Questions
ARKG and USFR have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ARKG has higher volatility (15.19%) compared to USFR (0.09%). In terms of maximum drawdown, ARKG dropped -83.59% vs USFR's -1.36%.
On 10-year performance, ARKG leads with 8.67% vs 2.43% for USFR. On fees, USFR is cheaper at 0.15% per year. On volatility, USFR has been the lower-risk option at 0.09%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 10-year period, ARKG has performed better with a 8.67% return vs 2.43%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
USFR is cheaper with a 0.15% expense ratio, compared with 0.75% for ARKG.
USFR has the higher dividend yield at 3.90%, compared with 0.00% for ARKG.
ARKG is categorized as Health & Biotech Equities, while USFR is Government Bonds. They also come from different issuers: ARK and WisdomTree. Their fees differ too: 0.75% for ARKG and 0.15% for USFR.
USFR currently has the higher Sharpe Ratio (14.67 vs 1.25), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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