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DDFO vs. USFR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DDFO vs. USFR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Innovator Equity Dual Directional 15 Buffer ETF - October (DDFO) 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, DDFO achieves a 3.93% return, which is significantly higher than USFR's 1.78% return.


DDFO

1D
0.02%
1M
0.56%
YTD
3.93%
6M
4.02%
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)

DDFO vs. USFR - Yearly Performance Comparison


Correlation

The correlation between DDFO and USFR is -0.13, 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 (All Time)
Calculated using the full available price history since Oct 1, 2025

-0.13

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Return for Risk

DDFO vs. USFR — Risk / Return Rank

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

DDFO

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.

DDFO vs. USFR - Risk-Adjusted Trends Comparison

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


DDFOUSFRDifference
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

DDFO vs. USFR - Sharpe Ratio Comparison


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Drawdowns

DDFO vs. USFR - Drawdown Comparison

The maximum DDFO drawdown since its inception was -2.79%, which is greater than USFR's maximum drawdown of -1.36%. Use the drawdown chart below to compare losses from any high point for DDFO and USFR.


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Drawdown Indicators


DDFOUSFRDifference

Max Drawdown

Largest peak-to-trough decline

-2.79%

-1.36%

-1.43%

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

-0.41%

-0.15%

-0.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.01%

Volatility

DDFO vs. USFR - Volatility Comparison


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Volatility by Period


DDFOUSFRDifference

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

4.61%

0.27%

+4.34%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.61%

0.40%

+4.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.61%

0.78%

+3.83%

DDFO vs. USFR - Expense Ratio Comparison

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


Dividends

DDFO vs. USFR - Dividend Comparison

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


PositionTTM2025202420232022202120202019201820172016
DDFO
Innovator Equity Dual Directional 15 Buffer ETF - October
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


DDFO and USFR have a correlation of -0.13, 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 DDFO.

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

DDFO is categorized as Defined Outcome, while USFR is Government Bonds. DDFO tracks SPDR S&P 500 ETF Trust, while USFR tracks Bloomberg U.S. Treasury Floating Rate Bond Index. They also come from different issuers: Innovator and WisdomTree. Their fees differ too: 0.79% for DDFO and 0.15% for USFR.

Portfolio Optimizer

Find the right allocation for DDFO 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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