VFIRX vs. USFR
Compare and contrast key facts about Vanguard Short-Term Treasury Fund Admiral Shares (VFIRX) and WisdomTree Bloomberg Floating Rate Treasury Fund (USFR).
VFIRX is managed by Vanguard. It was launched on Feb 13, 2001. 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.
Performance
VFIRX vs. USFR - Performance Comparison
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VFIRX vs. USFR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VFIRX Vanguard Short-Term Treasury Fund Admiral Shares | -0.11% | 5.47% | 3.85% | 3.66% | -4.61% | -0.80% | 4.06% | 3.71% | 1.47% | 0.40% |
USFR WisdomTree Bloomberg Floating Rate Treasury Fund | 0.93% | 4.23% | 5.47% | 5.18% | 1.98% | -0.03% | 0.56% | 2.02% | 2.01% | 1.03% |
Returns By Period
In the year-to-date period, VFIRX achieves a -0.11% return, which is significantly lower than USFR's 0.93% return. Over the past 10 years, VFIRX has underperformed USFR with an annualized return of 1.67%, while USFR has yielded a comparatively higher 2.41% annualized return.
VFIRX
- 1D
- 0.20%
- 1M
- -1.10%
- YTD
- -0.11%
- 6M
- 0.94%
- 1Y
- 3.42%
- 3Y*
- 3.79%
- 5Y*
- 1.46%
- 10Y*
- 1.67%
USFR
- 1D
- 0.00%
- 1M
- 0.29%
- YTD
- 0.93%
- 6M
- 2.00%
- 1Y
- 4.10%
- 3Y*
- 4.89%
- 5Y*
- 3.52%
- 10Y*
- 2.41%
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VFIRX vs. USFR - Expense Ratio Comparison
VFIRX has a 0.10% expense ratio, which is lower than USFR's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
VFIRX vs. USFR — Risk / Return Rank
VFIRX
USFR
VFIRX vs. USFR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Treasury Fund Admiral Shares (VFIRX) 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.
| VFIRX | USFR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.69 | 14.37 | -12.68 |
Sortino ratioReturn per unit of downside risk | 2.83 | 42.77 | -39.94 |
Omega ratioGain probability vs. loss probability | 1.36 | 10.64 | -9.28 |
Calmar ratioReturn relative to maximum drawdown | 2.93 | 103.21 | -100.29 |
Martin ratioReturn relative to average drawdown | 10.51 | 658.56 | -648.05 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VFIRX | USFR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.69 | 14.37 | -12.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 8.63 | -8.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 3.00 | -2.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.16 | 1.57 | -0.41 |
Correlation
The correlation between VFIRX and USFR is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
VFIRX vs. USFR - Dividend Comparison
VFIRX's dividend yield for the trailing twelve months is around 3.58%, less than USFR's 4.00% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFIRX Vanguard Short-Term Treasury Fund Admiral Shares | 3.58% | 3.99% | 4.49% | 4.07% | 2.03% | 0.60% | 2.30% | 2.49% | 2.21% | 1.25% | 1.28% | 0.93% |
USFR WisdomTree Bloomberg Floating Rate Treasury Fund | 4.00% | 4.15% | 5.17% | 5.12% | 1.78% | 0.01% | 0.40% | 2.08% | 1.67% | 1.03% | 0.29% | 0.00% |
Drawdowns
VFIRX vs. USFR - Drawdown Comparison
The maximum VFIRX drawdown since its inception was -6.73%, which is greater than USFR's maximum drawdown of -1.36%. Use the drawdown chart below to compare losses from any high point for VFIRX and USFR.
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Drawdown Indicators
| VFIRX | USFR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.73% | -1.36% | -5.37% |
Max Drawdown (1Y)Largest decline over 1 year | -1.40% | -0.04% | -1.36% |
Max Drawdown (5Y)Largest decline over 5 years | -6.73% | -0.18% | -6.55% |
Max Drawdown (10Y)Largest decline over 10 years | -6.73% | -0.80% | -5.93% |
Current DrawdownCurrent decline from peak | -1.10% | 0.00% | -1.10% |
Average DrawdownAverage peak-to-trough decline | -0.71% | -0.16% | -0.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.39% | 0.01% | +0.38% |
Volatility
VFIRX vs. USFR - Volatility Comparison
Vanguard Short-Term Treasury Fund Admiral Shares (VFIRX) has a higher volatility of 0.70% compared to WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) at 0.08%. This indicates that VFIRX'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
| VFIRX | USFR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.70% | 0.08% | +0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 1.42% | 0.19% | +1.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.25% | 0.29% | +1.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.65% | 0.41% | +2.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.11% | 0.81% | +1.30% |