GTY vs. USFR
Compare and contrast key facts about Getty Realty Corp. (GTY) and WisdomTree Bloomberg Floating Rate Treasury Fund (USFR).
USFR is a passively managed fund by WisdomTree that tracks the performance of the Bloomberg U.S. Treasury Floating Rate Bond Index. It was launched on Feb 4, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GTY or USFR.
Key characteristics
| GTY | USFR | |
|---|---|---|
| YTD Return | -3.76% | 2.03% |
| 1Y Return | -12.46% | 5.53% |
| 3Y Return (Ann) | 0.92% | 3.05% |
| 5Y Return (Ann) | 1.87% | 2.17% |
| 10Y Return (Ann) | 9.59% | 2.09% |
| Sharpe Ratio | -0.53 | 14.99 |
| Daily Std Dev | 20.22% | 0.37% |
| Max Drawdown | -63.19% | -1.36% |
| Current Drawdown | -18.51% | 0.00% |
Correlation
The correlation between GTY and USFR is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
GTY vs. USFR - Performance Comparison
In the year-to-date period, GTY achieves a -3.76% return, which is significantly lower than USFR's 2.03% return. Over the past 10 years, GTY has outperformed USFR with an annualized return of 9.59%, while USFR has yielded a comparatively lower 2.09% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
GTY vs. USFR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Getty Realty Corp. (GTY) and WisdomTree Bloomberg 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.
Dividends
GTY vs. USFR - Dividend Comparison
GTY's dividend yield for the trailing twelve months is around 6.37%, more than USFR's 5.35% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GTY Getty Realty Corp. | 6.37% | 5.95% | 4.90% | 4.92% | 5.45% | 4.32% | 4.45% | 4.27% | 4.04% | 6.66% | 5.18% | 4.52% |
USFR WisdomTree Bloomberg Floating Rate Treasury Fund | 5.35% | 5.12% | 1.78% | 0.01% | 0.40% | 2.08% | 1.67% | 1.03% | 0.29% | 0.00% | 0.00% | 0.00% |
Drawdowns
GTY vs. USFR - Drawdown Comparison
The maximum GTY drawdown since its inception was -63.19%, which is greater than USFR's maximum drawdown of -1.36%. Use the drawdown chart below to compare losses from any high point for GTY and USFR. For additional features, visit the drawdowns tool.
Volatility
GTY vs. USFR - Volatility Comparison
Getty Realty Corp. (GTY) has a higher volatility of 6.13% compared to WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) at 0.09%. This indicates that GTY'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.