AVSU vs. USFR
AVSU (Avantis Responsible U.S. Equity ETF) and USFR (WisdomTree Floating Rate Treasury Fund) are both exchange-traded funds - AVSU is a Large Cap Blend Equities fund tracking the Russell 3000 Index, while USFR is a Government Bonds fund tracking the Bloomberg U.S. Treasury Floating Rate Bond Index. Both are passively managed. Over the past 3 years, AVSU returned 21.35%/yr vs 4.74%/yr for USFR. At a correlation of -0.03, they often move in opposite directions. Both charge a 0.15% expense ratio.
Performance
AVSU vs. USFR - Performance Comparison
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Returns By Period
In the year-to-date period, AVSU achieves a 14.14% return, which is significantly higher than USFR's 1.82% return.
AVSU
- 1D
- -1.53%
- 1M
- 1.56%
- YTD
- 14.14%
- 6M
- 13.08%
- 1Y
- 31.63%
- 3Y*
- 21.35%
- 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%
AVSU vs. USFR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AVSU Avantis Responsible U.S. Equity ETF | 14.14% | 16.69% | 19.16% | 24.50% | -10.86% |
USFR WisdomTree Floating Rate Treasury Fund | 1.82% | 4.23% | 5.47% | 5.18% | 1.78% |
Correlation
The correlation between AVSU and USFR is -0.15, 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 | -0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.04 |
Correlation (All Time) Calculated using the full available price history since Mar 17, 2022 | -0.03 |
The correlation between AVSU and USFR shifts across timeframes, from -0.15 (1 year) to -0.03 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
AVSU vs. USFR — Risk / Return Rank
AVSU
USFR
AVSU vs. USFR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis Responsible U.S. Equity ETF (AVSU) 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.
| AVSU | USFR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -12.40 | ||
| Sortino ratioReturn per unit of downside risk | -46.96 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 13.31 | -11.90 |
| Calmar ratioReturn relative to maximum drawdown | 3.16 | 201.33 | -198.17 |
| Martin ratioReturn relative to average drawdown | 14.16 | 779.76 | -765.60 |
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Drawdowns
AVSU vs. USFR - Drawdown Comparison
The maximum AVSU drawdown since its inception was -21.67%, which is greater than USFR's maximum drawdown of -1.36%. Use the drawdown chart below to compare losses from any high point for AVSU and USFR.
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Drawdown Indicators
| AVSU | USFR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.67% | -1.36% | -20.31% |
Max Drawdown (1Y)Largest decline over 1 year | -10.06% | -0.02% | -10.04% |
Max Drawdown (3Y)Largest decline over 3 years | -20.16% | -0.06% | -20.10% |
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 | -1.86% | 0.00% | -1.86% |
Average DrawdownAverage peak-to-trough decline | -5.42% | -0.15% | -5.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.24% | 0.01% | +2.23% |
Volatility
AVSU vs. USFR - Volatility Comparison
Avantis Responsible U.S. Equity ETF (AVSU) has a higher volatility of 5.35% compared to WisdomTree Floating Rate Treasury Fund (USFR) at 0.09%. This indicates that AVSU'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
| AVSU | USFR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 0.09% | +5.26% |
Volatility (6M)Calculated over the trailing 6-month period | 11.23% | 0.19% | +11.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.02% | 0.27% | +13.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.92% | 0.40% | +17.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.92% | 0.78% | +17.14% |
AVSU vs. USFR - Expense Ratio Comparison
Both AVSU and USFR have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
AVSU vs. USFR - Dividend Comparison
AVSU's dividend yield for the trailing twelve months is around 1.13%, less than USFR's 3.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
AVSU Avantis Responsible U.S. Equity ETF | 1.13% | 1.03% | 1.22% | 1.22% | 0.99% | 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
AVSU and USFR have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AVSU has higher volatility (5.35%) compared to USFR (0.09%). In terms of maximum drawdown, AVSU dropped -21.67% vs USFR's -1.36%.
On 3-year performance, AVSU leads with 21.35% vs 4.74% for USFR. Both ETFs have the same 0.15% expense ratio. 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 3-year period, AVSU has performed better with a 21.35% return vs 4.74%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AVSU and USFR have the same expense ratio: 0.15% per year.
USFR has the higher dividend yield at 3.90%, compared with 1.13% for AVSU.
AVSU is categorized as Large Cap Blend Equities, while USFR is Government Bonds. AVSU tracks Russell 3000 Index, while USFR tracks Bloomberg U.S. Treasury Floating Rate Bond Index. They also come from different issuers: Avantis and WisdomTree.
USFR currently has the higher Sharpe Ratio (14.67 vs 2.27), 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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