UTWO vs. USFR
Compare and contrast key facts about US Treasury 2 Year Note ETF (UTWO) and WisdomTree Bloomberg Floating Rate Treasury Fund (USFR).
UTWO and USFR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UTWO is a passively managed fund by US Benchmark Series that tracks the performance of the ICE BofA Current 2 Year US Treasury Index - Benchmark TR Gross. It was launched on Aug 8, 2022. 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. Both UTWO and USFR are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UTWO or USFR.
Correlation
The correlation between UTWO and USFR is -0.02. 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
UTWO vs. USFR - Performance Comparison
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Key characteristics
UTWO:
2.98
USFR:
15.35
UTWO:
4.77
USFR:
46.87
UTWO:
1.62
USFR:
11.86
UTWO:
4.80
USFR:
81.49
UTWO:
12.85
USFR:
649.30
UTWO:
0.40%
USFR:
0.01%
UTWO:
1.75%
USFR:
0.32%
UTWO:
-2.04%
USFR:
-1.35%
UTWO:
-0.67%
USFR:
0.00%
Returns By Period
In the year-to-date period, UTWO achieves a 1.69% return, which is significantly higher than USFR's 1.53% return.
UTWO
1.69%
0.16%
2.33%
5.18%
N/A
N/A
USFR
1.53%
0.39%
2.28%
4.80%
2.83%
2.46%
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UTWO vs. USFR - Expense Ratio Comparison
Both UTWO and USFR have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
UTWO vs. USFR — Risk-Adjusted Performance Rank
UTWO
USFR
UTWO vs. USFR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for US Treasury 2 Year Note ETF (UTWO) 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.
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Dividends
UTWO vs. USFR - Dividend Comparison
UTWO's dividend yield for the trailing twelve months is around 4.10%, less than USFR's 4.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
UTWO US Treasury 2 Year Note ETF | 4.10% | 4.22% | 4.39% | 1.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USFR WisdomTree Bloomberg Floating Rate Treasury Fund | 4.76% | 5.17% | 5.12% | 1.78% | 0.02% | 0.40% | 2.08% | 1.67% | 1.03% | 0.29% |
Drawdowns
UTWO vs. USFR - Drawdown Comparison
The maximum UTWO drawdown since its inception was -2.04%, which is greater than USFR's maximum drawdown of -1.35%. Use the drawdown chart below to compare losses from any high point for UTWO and USFR. For additional features, visit the drawdowns tool.
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Volatility
UTWO vs. USFR - Volatility Comparison
US Treasury 2 Year Note ETF (UTWO) has a higher volatility of 0.64% compared to WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) at 0.10%. This indicates that UTWO'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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