AVMC vs. USFR
AVMC (Avantis U.S. Mid Cap Equity ETF) and USFR (WisdomTree Floating Rate Treasury Fund) are both exchange-traded funds - AVMC is a Mid Cap Blend Equities fund actively managed by Avantis, while USFR is a Government Bonds fund tracking the Bloomberg U.S. Treasury Floating Rate Bond Index. AVMC is actively managed, while USFR is passively managed. Over the past year, AVMC returned 22.96% vs 3.99% for USFR. At a correlation of -0.06, they often move in opposite directions. AVMC charges 0.20%/yr vs 0.15%/yr for USFR.
Performance
AVMC vs. USFR - Performance Comparison
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Returns By Period
In the year-to-date period, AVMC achieves a 12.31% return, which is significantly higher than USFR's 1.82% return.
AVMC
- 1D
- -0.79%
- 1M
- 1.58%
- YTD
- 12.31%
- 6M
- 10.80%
- 1Y
- 22.96%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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%
AVMC vs. USFR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
AVMC Avantis U.S. Mid Cap Equity ETF | 12.31% | 9.98% | 16.84% | 14.02% |
USFR WisdomTree Floating Rate Treasury Fund | 1.82% | 4.23% | 5.47% | 0.64% |
Correlation
The correlation between AVMC and USFR is -0.18, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.18 |
Correlation (All Time) Calculated using the full available price history since Nov 9, 2023 | -0.06 |
The correlation between AVMC and USFR shifts across timeframes, from -0.18 (1 year) to -0.06 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
AVMC vs. USFR — Risk / Return Rank
AVMC
USFR
AVMC vs. USFR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis U.S. Mid Cap Equity ETF (AVMC) 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.
| AVMC | USFR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -13.03 | ||
| Sortino ratioReturn per unit of downside risk | -47.74 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 13.31 | -12.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.92 | 201.33 | -198.42 |
| Martin ratioReturn relative to average drawdown | 10.85 | 779.76 | -768.91 |
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Drawdowns
AVMC vs. USFR - Drawdown Comparison
The maximum AVMC drawdown since its inception was -21.84%, which is greater than USFR's maximum drawdown of -1.36%. Use the drawdown chart below to compare losses from any high point for AVMC and USFR.
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Drawdown Indicators
| AVMC | USFR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.84% | -1.36% | -20.48% |
Max Drawdown (1Y)Largest decline over 1 year | -7.90% | -0.02% | -7.88% |
Max Drawdown (3Y)Largest decline over 3 years | — | -0.06% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -0.18% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -0.80% | — |
Current DrawdownCurrent decline from peak | -1.21% | 0.00% | -1.21% |
Average DrawdownAverage peak-to-trough decline | -3.17% | -0.15% | -3.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.12% | 0.01% | +2.11% |
Volatility
AVMC vs. USFR - Volatility Comparison
Avantis U.S. Mid Cap Equity ETF (AVMC) has a higher volatility of 4.16% compared to WisdomTree Floating Rate Treasury Fund (USFR) at 0.09%. This indicates that AVMC'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
| AVMC | USFR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.16% | 0.09% | +4.07% |
Volatility (6M)Calculated over the trailing 6-month period | 10.36% | 0.19% | +10.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.03% | 0.27% | +13.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.95% | 0.40% | +16.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.95% | 0.78% | +16.17% |
AVMC vs. USFR - Expense Ratio Comparison
AVMC has a 0.20% expense ratio, which is higher than USFR's 0.15% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
AVMC vs. USFR - Dividend Comparison
AVMC's dividend yield for the trailing twelve months is around 1.22%, less than USFR's 3.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
AVMC Avantis U.S. Mid Cap Equity ETF | 1.22% | 1.12% | 1.02% | 0.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 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
AVMC and USFR have a correlation of -0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVMC has higher volatility (4.16%) compared to USFR (0.09%). In terms of maximum drawdown, AVMC dropped -21.84% vs USFR's -1.36%.
On 1-year performance, AVMC leads with 22.96% vs 3.99% 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 1-year period, AVMC has performed better with a 22.96% return vs 3.99%. 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 0.20% for AVMC.
USFR has the higher dividend yield at 3.90%, compared with 1.22% for AVMC.
AVMC is categorized as Mid Cap Blend Equities, while USFR is Government Bonds. They also come from different issuers: Avantis and WisdomTree. Their fees differ too: 0.20% for AVMC and 0.15% for USFR.
USFR currently has the higher Sharpe Ratio (14.67 vs 1.65), 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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