SMCI vs. USFR
SMCI (Super Micro Computer, Inc.) is a stock, while USFR (WisdomTree Floating Rate Treasury Fund) is Government Bonds fund tracking the Bloomberg U.S. Treasury Floating Rate Bond Index. Over the past 10 years, SMCI returned 26.67%/yr vs 2.50%/yr for USFR. At a correlation of -0.01, they often move in opposite directions.
Performance
SMCI vs. USFR - Performance Comparison
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Returns By Period
In the year-to-date period, SMCI achieves a -5.53% return, which is significantly lower than USFR's 2.07% return. Over the past 10 years, SMCI has outperformed USFR with an annualized return of 26.67%, while USFR has yielded a comparatively lower 2.50% annualized return.
SMCI
- 1D
- -0.04%
- 1M
- -9.23%
- 6M
- -3.32%
- YTD
- -5.53%
- 1Y
- -44.40%
- 3Y*
- -2.18%
- 5Y*
- 51.58%
- 10Y*
- 26.67%
USFR
- 1D
- 0.02%
- 1M
- 0.34%
- 6M
- 1.94%
- YTD
- 2.07%
- 1Y
- 4.00%
- 3Y*
- 4.72%
- 5Y*
- 3.76%
- 10Y*
- 2.50%
SMCI vs. USFR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SMCI Super Micro Computer, Inc. | -5.53% | -3.97% | 7.23% | 246.24% | 86.80% | 38.82% | 31.81% | 74.06% | -34.07% | -25.38% |
USFR WisdomTree Floating Rate Treasury Fund | 2.07% | 4.23% | 5.47% | 5.18% | 1.98% | -0.03% | 0.56% | 2.02% | 2.01% | 1.03% |
Correlation
The correlation between SMCI and USFR is -0.12, 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 (1Y) Calculated over the trailing 1-year period | -0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | -0.04 |
Correlation (10Y) Calculated over the trailing 10-year period | -0.01 |
Correlation (All Time) Calculated using the full available price history since Feb 4, 2014 | -0.01 |
The correlation between SMCI and USFR shifts across timeframes, from -0.12 (1 year) to -0.01 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
SMCI vs. USFR — Risk / Return Rank
SMCI
USFR
SMCI vs. USFR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Super Micro Computer, Inc. (SMCI) 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.
| SMCI | USFR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -15.44 | ||
| Sortino ratioReturn per unit of downside risk | -52.21 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 14.15 | -13.19 |
| Calmar ratioReturn relative to maximum drawdown | -0.67 | 201.66 | -202.33 |
| Martin ratioReturn relative to average drawdown | -1.06 | 805.42 | -806.48 |
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Drawdowns
SMCI vs. USFR - Drawdown Comparison
The maximum SMCI drawdown since its inception was -84.84%, which is greater than USFR's maximum drawdown of -1.36%. Use the drawdown chart below to compare losses from any high point for SMCI and USFR.
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Drawdown Indicators
| SMCI | USFR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.84% | -1.36% | -83.48% |
Max Drawdown (1Y)Largest decline over 1 year | -66.18% | -0.02% | -66.16% |
Max Drawdown (3Y)Largest decline over 3 years | -84.84% | -0.06% | -84.78% |
Max Drawdown (5Y)Largest decline over 5 years | -84.84% | -0.18% | -84.66% |
Max Drawdown (10Y)Largest decline over 10 years | -84.84% | -0.80% | -84.04% |
Current DrawdownCurrent decline from peak | -76.73% | 0.00% | -76.73% |
Average DrawdownAverage peak-to-trough decline | -32.16% | -0.15% | -32.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 41.94% | 0.00% | +41.94% |
Volatility
SMCI vs. USFR - Volatility Comparison
Super Micro Computer, Inc. (SMCI) has a higher volatility of 25.82% compared to WisdomTree Floating Rate Treasury Fund (USFR) at 0.07%. This indicates that SMCI'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
| SMCI | USFR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 25.82% | 0.07% | +25.75% |
Volatility (6M)Calculated over the trailing 6-month period | 79.26% | 0.19% | +79.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 86.87% | 0.27% | +86.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 87.26% | 0.39% | +86.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 71.58% | 0.77% | +70.81% |
Dividends
SMCI vs. USFR - Dividend Comparison
SMCI has not paid dividends to shareholders, while USFR's dividend yield for the trailing twelve months is around 3.83%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
SMCI Super Micro Computer, Inc. | 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 | 3.83% | 4.15% | 5.17% | 5.12% | 1.78% | 0.01% | 0.40% | 2.08% | 1.67% | 1.03% | 0.29% |
Frequently Asked Questions
SMCI and USFR have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SMCI has higher volatility (25.82%) compared to USFR (0.07%). In terms of maximum drawdown, SMCI dropped -84.84% vs USFR's -1.36%.
USFR currently has the higher Sharpe Ratio (14.93 vs -0.51), 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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