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QIG vs. USFR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

QIG vs. USFR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree U.S. Corporate Bond Fund (QIG) 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, QIG achieves a 0.49% return, which is significantly lower than USFR's 1.60% return. Both investments have delivered pretty close results over the past 10 years, with QIG having a 2.50% annualized return and USFR not far behind at 2.47%.


QIG

1D
-0.21%
1M
0.66%
YTD
0.49%
6M
0.42%
1Y
5.92%
3Y*
5.29%
5Y*
0.56%
10Y*
2.50%

USFR

1D
0.02%
1M
0.29%
YTD
1.60%
6M
1.98%
1Y
4.03%
3Y*
4.76%
5Y*
3.66%
10Y*
2.47%
*Multi-year figures are annualized to reflect compound growth (CAGR)

QIG vs. USFR - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
QIG
WisdomTree U.S. Corporate Bond Fund
0.49%7.85%2.28%8.48%-16.25%-1.52%9.75%13.97%-2.01%7.00%
USFR
WisdomTree Floating Rate Treasury Fund
1.60%4.23%5.47%5.18%1.98%-0.03%0.56%2.02%2.01%1.03%

Correlation

The correlation between QIG 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 (1Y)
Calculated over the trailing 1-year period

-0.09

Correlation (3Y)
Calculated over the trailing 3-year period

-0.10

Correlation (5Y)
Calculated over the trailing 5-year period

-0.00

Correlation (10Y)
Calculated over the trailing 10-year period

0.02

Correlation (All Time)
Calculated using the full available price history since Apr 28, 2016

0.02

The correlation between QIG and USFR shifts across timeframes, from -0.10 (3 years) to 0.02 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

QIG vs. USFR — Risk / Return Rank

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

QIG
QIG Risk / Return Rank: 4242
Overall Rank
QIG Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
QIG Sortino Ratio Rank: 4242
Sortino Ratio Rank
QIG Omega Ratio Rank: 3939
Omega Ratio Rank
QIG Calmar Ratio Rank: 4646
Calmar Ratio Rank
QIG Martin Ratio Rank: 4343
Martin Ratio Rank

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.

QIG vs. USFR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Corporate Bond Fund (QIG) 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.


QIGUSFRDifference
Sharpe ratioReturn per unit of total volatility

-13.68

Sortino ratioReturn per unit of downside risk

-48.53

Omega ratioGain probability vs. loss probability

1.25

13.43

-12.18

Calmar ratioReturn relative to maximum drawdown

2.21

203.42

-201.21

Martin ratioReturn relative to average drawdown

6.91

787.84

-780.93

QIG vs. USFR - Sharpe Ratio Comparison

The current QIG Sharpe Ratio is 1.43, which is lower than the USFR Sharpe Ratio of 15.11. The chart below compares the historical Sharpe Ratios of QIG and USFR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


QIGUSFRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.43

15.11

-13.68

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.08

9.26

-9.18

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.33

3.07

-2.74

Sharpe Ratio (All Time)

Calculated using the full available price history

0.33

1.60

-1.27

Drawdowns

QIG vs. USFR - Drawdown Comparison

The maximum QIG drawdown since its inception was -22.92%, which is greater than USFR's maximum drawdown of -1.36%. Use the drawdown chart below to compare losses from any high point for QIG and USFR.


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Drawdown Indicators


QIGUSFRDifference

Max Drawdown

Largest peak-to-trough decline

-22.92%

-1.36%

-21.56%

Max Drawdown (1Y)

Largest decline over 1 year

-2.69%

-0.02%

-2.67%

Max Drawdown (3Y)

Largest decline over 3 years

-6.22%

-0.06%

-6.16%

Max Drawdown (5Y)

Largest decline over 5 years

-22.92%

-0.18%

-22.74%

Max Drawdown (10Y)

Largest decline over 10 years

-22.92%

-0.80%

-22.12%

Current Drawdown

Current decline from peak

-1.30%

0.00%

-1.30%

Average Drawdown

Average peak-to-trough decline

-5.51%

-0.16%

-5.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.86%

0.01%

+0.85%

Volatility

QIG vs. USFR - Volatility Comparison

WisdomTree U.S. Corporate Bond Fund (QIG) has a higher volatility of 1.35% compared to WisdomTree Floating Rate Treasury Fund (USFR) at 0.06%. This indicates that QIG'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


QIGUSFRDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.35%

0.06%

+1.29%

Volatility (6M)

Calculated over the trailing 6-month period

3.05%

0.18%

+2.87%

Volatility (1Y)

Calculated over the trailing 1-year period

4.15%

0.27%

+3.88%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.14%

0.40%

+6.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

7.54%

0.81%

+6.73%

QIG vs. USFR - Expense Ratio Comparison

QIG has a 0.18% 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

QIG vs. USFR - Dividend Comparison

QIG's dividend yield for the trailing twelve months is around 4.88%, more than USFR's 3.91% yield.


PositionTTM2025202420232022202120202019201820172016
QIG
WisdomTree U.S. Corporate Bond Fund
4.88%4.82%4.67%4.19%4.25%2.50%2.61%3.00%3.27%2.88%2.35%
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


QIG 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.

QIG has higher volatility (1.35%) compared to USFR (0.06%). In terms of maximum drawdown, QIG dropped -22.92% vs USFR's -1.36%.

On 10-year performance, QIG leads with 2.50% vs 2.47% for USFR. On fees, USFR is cheaper at 0.15% per year. On volatility, USFR has been the lower-risk option at 0.06%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, QIG has performed better with a 2.50% return vs 2.47%. 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 0.18% for QIG.

QIG has the higher dividend yield at 4.88%, compared with 3.91% for USFR.

QIG is categorized as Corporate Bonds, while USFR is Government Bonds. QIG tracks WisdomTree U.S. Quality Corporate Bond Index, while USFR tracks Bloomberg U.S. Treasury Floating Rate Bond Index. Their fees differ too: 0.18% for QIG and 0.15% for USFR.

USFR currently has the higher Sharpe Ratio (15.11 vs 1.43), 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.

Portfolio Optimizer

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