USFR vs. VMFXX
Compare and contrast key facts about WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) and Vanguard Federal Money Market Fund (VMFXX).
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. VMFXX is managed by Vanguard. It was launched on Sep 1, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USFR or VMFXX.
Correlation
The correlation between USFR and VMFXX 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
USFR vs. VMFXX - Performance Comparison
Key characteristics
USFR:
15.58
VMFXX:
3.44
USFR:
0.01%
VMFXX:
0.00%
USFR:
0.31%
VMFXX:
1.34%
USFR:
-1.35%
VMFXX:
0.00%
USFR:
-0.00%
VMFXX:
0.00%
Returns By Period
In the year-to-date period, USFR achieves a 1.28% return, which is significantly higher than VMFXX's 0.69% return. Over the past 10 years, USFR has outperformed VMFXX with an annualized return of 2.45%, while VMFXX has yielded a comparatively lower 1.72% annualized return.
USFR
1.28%
0.30%
2.26%
4.85%
2.77%
2.45%
VMFXX
0.69%
0.00%
1.87%
4.60%
2.52%
1.72%
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USFR vs. VMFXX - Expense Ratio Comparison
USFR has a 0.15% expense ratio, which is higher than VMFXX's 0.00% 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%.
Risk-Adjusted Performance
USFR vs. VMFXX — Risk-Adjusted Performance Rank
USFR
VMFXX
USFR vs. VMFXX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) and Vanguard Federal Money Market Fund (VMFXX). 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
USFR vs. VMFXX - Dividend Comparison
USFR's dividend yield for the trailing twelve months is around 4.41%, less than VMFXX's 4.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
USFR WisdomTree Bloomberg Floating Rate Treasury Fund | 4.41% | 5.17% | 5.12% | 1.78% | 0.02% | 0.40% | 2.08% | 1.67% | 1.03% | 0.29% |
VMFXX Vanguard Federal Money Market Fund | 4.49% | 5.11% | 4.97% | 1.54% | 0.01% | 0.45% | 2.12% | 1.61% | 0.50% | 0.00% |
Drawdowns
USFR vs. VMFXX - Drawdown Comparison
The maximum USFR drawdown since its inception was -1.35%, which is greater than VMFXX's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for USFR and VMFXX. For additional features, visit the drawdowns tool.
Volatility
USFR vs. VMFXX - Volatility Comparison
WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) has a higher volatility of 0.08% compared to Vanguard Federal Money Market Fund (VMFXX) at 0.00%. This indicates that USFR's price experiences larger fluctuations and is considered to be riskier than VMFXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.