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DDFL vs. USFR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DDFL vs. USFR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Innovator Equity Dual Directional 15 Buffer ETF - July (DDFL) and WisdomTree Floating Rate Treasury Fund (USFR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DDFL achieves a 2.98% return, which is significantly higher than USFR's 1.78% return.


DDFL

1D
0.14%
1M
0.29%
YTD
2.98%
6M
3.27%
1Y
3Y*
5Y*
10Y*

USFR

1D
0.00%
1M
0.29%
YTD
1.78%
6M
1.89%
1Y
3.97%
3Y*
4.72%
5Y*
3.70%
10Y*
2.43%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DDFL vs. USFR - Yearly Performance Comparison


Correlation

The correlation between DDFL and USFR is -0.09, 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 (All Time)
Calculated using the full available price history since Jul 1, 2025

-0.09

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Return for Risk

DDFL vs. USFR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DDFL

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


USFR
USFR Risk / Return Rank: 100100
Overall Rank
USFR Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
USFR Sortino Ratio Rank: 100100
Sortino Ratio Rank
USFR Omega Ratio Rank: 100100
Omega Ratio Rank
USFR Calmar Ratio Rank: 100100
Calmar Ratio Rank
USFR Martin Ratio Rank: 100100
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DDFL vs. USFR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Innovator Equity Dual Directional 15 Buffer ETF - July (DDFL) 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.


DDFLUSFRDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

13.24

Calmar ratioReturn relative to maximum drawdown

200.29

Martin ratioReturn relative to average drawdown

775.73

DDFL vs. USFR - Sharpe Ratio Comparison


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Drawdowns

DDFL vs. USFR - Drawdown Comparison

The maximum DDFL drawdown since its inception was -1.83%, which is greater than USFR's maximum drawdown of -1.36%. Use the drawdown chart below to compare losses from any high point for DDFL and USFR.


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Drawdown Indicators


DDFLUSFRDifference

Max Drawdown

Largest peak-to-trough decline

-1.83%

-1.36%

-0.47%

Max Drawdown (1Y)

Largest decline over 1 year

-0.02%

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 Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-0.31%

-0.15%

-0.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.01%

Volatility

DDFL vs. USFR - Volatility Comparison


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Volatility by Period


DDFLUSFRDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.08%

Volatility (6M)

Calculated over the trailing 6-month period

0.19%

Volatility (1Y)

Calculated over the trailing 1-year period

3.70%

0.27%

+3.43%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.70%

0.40%

+3.30%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.70%

0.78%

+2.92%

DDFL vs. USFR - Expense Ratio Comparison

DDFL has a 0.79% expense ratio, which is higher than USFR's 0.15% expense ratio.


Dividends

DDFL vs. USFR - Dividend Comparison

DDFL has not paid dividends to shareholders, while USFR's dividend yield for the trailing twelve months is around 3.91%.


PositionTTM2025202420232022202120202019201820172016
DDFL
Innovator Equity Dual Directional 15 Buffer ETF - July
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
USFR
WisdomTree Floating Rate Treasury Fund
3.91%4.15%5.17%5.12%1.78%0.01%0.40%2.08%1.67%1.03%0.29%

Frequently Asked Questions


DDFL and USFR have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, USFR is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

USFR is cheaper with a 0.15% expense ratio, compared with 0.79% for DDFL.

USFR has the higher dividend yield at 3.91%, compared with 0.00% for DDFL.

DDFL is categorized as Defined Outcome, while USFR is Government Bonds. They also come from different issuers: Innovator and WisdomTree. Their fees differ too: 0.79% for DDFL and 0.15% for USFR.

Portfolio Optimizer

Find the right allocation for DDFL and USFR

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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