MSTU vs. USFR
MSTU (T-Rex 2X Long MSTR Daily Target ETF) and USFR (WisdomTree Floating Rate Treasury Fund) are both exchange-traded funds - MSTU is a Leveraged Equities fund actively managed by T-Rex, while USFR is a Government Bonds fund tracking the Bloomberg U.S. Treasury Floating Rate Bond Index. MSTU is actively managed, while USFR is passively managed. Over the past year, MSTU returned -97.23% vs 3.97% for USFR. Their -0.06 correlation means they have often moved in opposite directions in the past. MSTU charges 1.05%/yr vs 0.15%/yr for USFR.
Performance
MSTU vs. USFR - Performance Comparison
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Returns By Period
In the year-to-date period, MSTU achieves a -76.77% return, which is significantly lower than USFR's 2.31% return.
MSTU
- 1D
- 1.05%
- 1M
- -10.23%
- 6M
- -65.04%
- YTD
- -76.77%
- 1Y
- -97.23%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -74.36%
USFR
- 1D
- 0.02%
- 1M
- 0.36%
- 6M
- 1.91%
- YTD
- 2.31%
- 1Y
- 3.97%
- 3Y*
- 4.68%
- 5Y*
- 3.82%
- 10Y*
- 2.48%
- ALL TIME*
- 1.98%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $197.90M | $181.21M | $196.82M | |
| $364.75M | $267.80M | $250.84M |
MSTU vs. USFR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
MSTU T-Rex 2X Long MSTR Daily Target ETF | -76.77% | -89.07% | 205.47% |
USFR WisdomTree Floating Rate Treasury Fund | 2.31% | 4.23% | 1.52% |
Correlation
The correlation between MSTU and USFR is -0.11, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.11 |
Correlation (All Time) Calculated using the full available price history since Sep 18, 2024 | -0.06 |
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Return for Risk
MSTU vs. USFR — Risk / Return Rank
MSTU
USFR
MSTU vs. USFR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T-Rex 2X Long MSTR Daily Target ETF (MSTU) 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.
| MSTU | USFR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -15.31 | ||
| Sortino ratioReturn per unit of downside risk | -53.95 | ||
| Omega ratioGain probability vs. loss probability | 0.76 | 14.07 | -13.31 |
| Calmar ratioReturn relative to maximum drawdown | -0.99 | 200.37 | -201.36 |
| Martin ratioReturn relative to average drawdown | -1.19 | 800.41 | -801.60 |
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Drawdowns
MSTU vs. USFR - Drawdown Comparison
The maximum MSTU drawdown since its inception was -99.43%, which is greater than USFR's maximum drawdown of -1.36%. Use the drawdown chart below to compare losses from any high point for MSTU and USFR.
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Drawdown Indicators
| MSTU | USFR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.43% | -1.36% | -98.07% |
Max Drawdown (1Y)Largest decline over 1 year | -98.15% | -0.02% | -98.13% |
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 | -99.25% | 0.00% | -99.25% |
Average DrawdownAverage peak-to-trough decline | -74.27% | -0.15% | -74.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 81.30% | 0.00% | +81.30% |
Volatility
MSTU vs. USFR - Volatility Comparison
T-Rex 2X Long MSTR Daily Target ETF (MSTU) has a higher volatility of 32.70% compared to WisdomTree Floating Rate Treasury Fund (USFR) at 0.09%. This indicates that MSTU'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
| MSTU | USFR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 32.70% | 0.09% | +32.61% |
Volatility (6M)Calculated over the trailing 6-month period | 118.33% | 0.20% | +118.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 147.11% | 0.27% | +146.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 168.06% | 0.39% | +167.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 168.06% | 0.76% | +167.30% |
MSTU vs. USFR - Expense Ratio Comparison
MSTU has a 1.05% expense ratio, which is higher than USFR's 0.15% expense ratio.
Dividends
MSTU vs. USFR - Dividend Comparison
MSTU has not paid dividends to shareholders, while USFR's dividend yield for the trailing twelve months is around 3.79%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
MSTU T-Rex 2X Long MSTR Daily Target ETF | 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 | 3.79% | 4.15% | 5.17% | 5.12% | 1.78% | 0.01% | 0.40% | 2.08% | 1.67% | 1.03% | 0.29% |
Frequently Asked Questions
MSTU and USFR have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MSTU has higher volatility (32.70%) compared to USFR (0.09%). In terms of maximum drawdown, MSTU dropped -99.43% vs USFR's -1.36%.
On 1-year performance, USFR leads with 3.97% vs -97.23% for MSTU. On fees, USFR is cheaper at 0.15% per year. 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 1-year period, USFR has performed better with a 3.97% return vs -97.23%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
USFR is cheaper with a 0.15% expense ratio, compared with 1.05% for MSTU.
USFR has the higher dividend yield at 3.79%, compared with 0.00% for MSTU.
MSTU is categorized as Leveraged Equities, while USFR is Government Bonds. They also come from different issuers: T-Rex and WisdomTree. Their fees differ too: 1.05% for MSTU and 0.15% for USFR.
USFR currently has the higher Sharpe Ratio (14.64 vs -0.66), 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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