ENHU vs. USFR
ENHU (iShares Enhanced Large Cap Core Active ETF) and USFR (WisdomTree Floating Rate Treasury Fund) are both exchange-traded funds - ENHU is a Large Cap Blend Equities fund actively managed by iShares, while USFR is a Government Bonds fund tracking the Bloomberg U.S. Treasury Floating Rate Bond Index. ENHU is actively managed, while USFR is passively managed. At a correlation of -0.19, they often move in opposite directions. ENHU charges 0.22%/yr vs 0.15%/yr for USFR.
Performance
ENHU vs. USFR - Performance Comparison
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Returns By Period
In the year-to-date period, ENHU achieves a 8.83% return, which is significantly higher than USFR's 1.82% return.
ENHU
- 1D
- -1.39%
- 1M
- -0.77%
- YTD
- 8.83%
- 6M
- 7.89%
- 1Y
- —
- 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%
ENHU vs. USFR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
ENHU iShares Enhanced Large Cap Core Active ETF | 8.83% | 1.32% |
USFR WisdomTree Floating Rate Treasury Fund | 1.82% | 0.70% |
Correlation
The correlation between ENHU and USFR is -0.19, 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 Nov 5, 2025 | -0.19 |
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Return for Risk
ENHU vs. USFR — Risk / Return Rank
ENHU
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
USFR
ENHU vs. USFR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Enhanced Large Cap Core Active ETF (ENHU) 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.
| ENHU | USFR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 13.31 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 201.33 | — |
| Martin ratioReturn relative to average drawdown | — | 779.76 | — |
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Drawdowns
ENHU vs. USFR - Drawdown Comparison
The maximum ENHU drawdown since its inception was -8.98%, which is greater than USFR's maximum drawdown of -1.36%. Use the drawdown chart below to compare losses from any high point for ENHU and USFR.
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Drawdown Indicators
| ENHU | USFR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.98% | -1.36% | -7.62% |
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 DrawdownCurrent decline from peak | -2.53% | 0.00% | -2.53% |
Average DrawdownAverage peak-to-trough decline | -1.51% | -0.15% | -1.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.01% | — |
Volatility
ENHU vs. USFR - Volatility Comparison
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Volatility by Period
| ENHU | USFR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.09% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 0.19% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.92% | 0.27% | +13.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.92% | 0.40% | +13.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.92% | 0.78% | +13.14% |
ENHU vs. USFR - Expense Ratio Comparison
ENHU has a 0.22% 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
ENHU vs. USFR - Dividend Comparison
ENHU's dividend yield for the trailing twelve months is around 0.51%, less than USFR's 3.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
ENHU iShares Enhanced Large Cap Core Active ETF | 0.51% | 0.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USFR WisdomTree Floating Rate Treasury Fund | 3.90% | 4.15% | 5.17% | 5.12% | 1.78% | 0.01% | 0.40% | 2.08% | 1.67% | 1.03% | 0.29% |
Frequently Asked Questions
ENHU and USFR have a correlation of -0.19, 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 0.22% for ENHU.
USFR has the higher dividend yield at 3.90%, compared with 0.51% for ENHU.
ENHU is categorized as Large Cap Blend Equities, while USFR is Government Bonds. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.22% for ENHU and 0.15% for USFR.
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