SEIC vs. USFR
Compare and contrast key facts about SEI Investments Company (SEIC) 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: SEIC or USFR.
Correlation
The correlation between SEIC 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
SEIC vs. USFR - Performance Comparison
Key characteristics
SEIC:
1.21
USFR:
16.87
SEIC:
1.74
USFR:
56.84
SEIC:
1.23
USFR:
14.71
SEIC:
1.93
USFR:
88.99
SEIC:
4.31
USFR:
777.48
SEIC:
5.26%
USFR:
0.01%
SEIC:
18.71%
USFR:
0.31%
SEIC:
-71.17%
USFR:
-1.36%
SEIC:
-7.31%
USFR:
0.00%
Returns By Period
In the year-to-date period, SEIC achieves a -2.70% return, which is significantly lower than USFR's 0.70% return. Over the past 10 years, SEIC has outperformed USFR with an annualized return of 7.74%, while USFR has yielded a comparatively lower 2.50% annualized return.
SEIC
-2.70%
-4.73%
19.81%
21.35%
4.66%
7.74%
USFR
0.70%
0.44%
2.49%
5.27%
2.68%
2.50%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
SEIC vs. USFR — Risk-Adjusted Performance Rank
SEIC
USFR
SEIC vs. USFR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Investments Company (SEIC) 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
SEIC vs. USFR - Dividend Comparison
SEIC's dividend yield for the trailing twelve months is around 1.18%, less than USFR's 5.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEIC SEI Investments Company | 1.18% | 1.15% | 1.40% | 1.42% | 1.26% | 1.25% | 1.04% | 1.36% | 0.81% | 1.09% | 1.41% | 1.15% |
USFR WisdomTree Bloomberg Floating Rate Treasury Fund | 5.04% | 5.17% | 5.12% | 1.78% | 0.01% | 0.40% | 2.08% | 1.67% | 1.04% | 0.29% | 0.00% | 0.00% |
Drawdowns
SEIC vs. USFR - Drawdown Comparison
The maximum SEIC drawdown since its inception was -71.17%, which is greater than USFR's maximum drawdown of -1.36%. Use the drawdown chart below to compare losses from any high point for SEIC and USFR. For additional features, visit the drawdowns tool.
Volatility
SEIC vs. USFR - Volatility Comparison
SEI Investments Company (SEIC) has a higher volatility of 6.12% compared to WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) at 0.06%. This indicates that SEIC'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.