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WDNA vs. USFR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WDNA vs. USFR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree BioRevolution Fund (WDNA) and WisdomTree Floating Rate Treasury Fund (USFR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, WDNA achieves a 5.85% return, which is significantly higher than USFR's 1.60% return.


WDNA

1D
1.24%
1M
-0.73%
YTD
5.85%
6M
8.14%
1Y
45.86%
3Y*
2.45%
5Y*
-5.33%
10Y*

USFR

1D
0.02%
1M
0.29%
YTD
1.60%
6M
1.98%
1Y
4.03%
3Y*
4.76%
5Y*
3.66%
10Y*
2.47%
*Multi-year figures are annualized to reflect compound growth (CAGR)

WDNA vs. USFR - Yearly Performance Comparison


2026 (YTD)20252024202320222021
WDNA
WisdomTree BioRevolution Fund
5.85%22.68%-14.18%-2.07%-26.29%-5.27%
USFR
WisdomTree Floating Rate Treasury Fund
1.60%4.23%5.47%5.18%1.98%-0.03%

Correlation

The correlation between WDNA and USFR is -0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.07

Correlation (3Y)
Calculated over the trailing 3-year period

-0.03

Correlation (5Y)
Calculated over the trailing 5-year period

-0.02

Correlation (All Time)
Calculated using the full available price history since Jun 4, 2021

-0.02

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Return for Risk

WDNA vs. USFR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WDNA
WDNA Risk / Return Rank: 5757
Overall Rank
WDNA Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
WDNA Sortino Ratio Rank: 5555
Sortino Ratio Rank
WDNA Omega Ratio Rank: 4848
Omega Ratio Rank
WDNA Calmar Ratio Rank: 7878
Calmar Ratio Rank
WDNA Martin Ratio Rank: 5353
Martin Ratio Rank

USFR
USFR Risk / Return Rank: 100100
Overall Rank
USFR Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
USFR Sortino Ratio Rank: 100100
Sortino Ratio Rank
USFR Omega Ratio Rank: 100100
Omega Ratio Rank
USFR Calmar Ratio Rank: 100100
Calmar Ratio Rank
USFR Martin Ratio Rank: 100100
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

WDNA vs. USFR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree BioRevolution Fund (WDNA) 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.


WDNAUSFRDifference
Sharpe ratioReturn per unit of total volatility

-13.31

Sortino ratioReturn per unit of downside risk

-48.00

Omega ratioGain probability vs. loss probability

1.30

13.43

-12.13

Calmar ratioReturn relative to maximum drawdown

3.94

203.42

-199.48

Martin ratioReturn relative to average drawdown

8.95

787.84

-778.89

WDNA vs. USFR - Sharpe Ratio Comparison

The current WDNA Sharpe Ratio is 1.81, which is lower than the USFR Sharpe Ratio of 15.11. The chart below compares the historical Sharpe Ratios of WDNA and USFR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


WDNAUSFRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.81

15.11

-13.31

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.21

9.26

-9.47

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

3.07

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.21

1.60

-1.81

Drawdowns

WDNA vs. USFR - Drawdown Comparison

The maximum WDNA drawdown since its inception was -58.87%, which is greater than USFR's maximum drawdown of -1.36%. Use the drawdown chart below to compare losses from any high point for WDNA and USFR.


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Drawdown Indicators


WDNAUSFRDifference

Max Drawdown

Largest peak-to-trough decline

-58.87%

-1.36%

-57.51%

Max Drawdown (1Y)

Largest decline over 1 year

-11.70%

-0.02%

-11.68%

Max Drawdown (3Y)

Largest decline over 3 years

-38.25%

-0.06%

-38.19%

Max Drawdown (5Y)

Largest decline over 5 years

-58.87%

-0.18%

-58.69%

Max Drawdown (10Y)

Largest decline over 10 years

-0.80%

Current Drawdown

Current decline from peak

-31.86%

0.00%

-31.86%

Average Drawdown

Average peak-to-trough decline

-35.65%

-0.16%

-35.49%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.14%

0.01%

+5.13%

Volatility

WDNA vs. USFR - Volatility Comparison

WisdomTree BioRevolution Fund (WDNA) has a higher volatility of 6.75% compared to WisdomTree Floating Rate Treasury Fund (USFR) at 0.06%. This indicates that WDNA'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


WDNAUSFRDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.75%

0.06%

+6.69%

Volatility (6M)

Calculated over the trailing 6-month period

16.39%

0.18%

+16.21%

Volatility (1Y)

Calculated over the trailing 1-year period

25.53%

0.27%

+25.26%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.04%

0.40%

+24.64%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.04%

0.81%

+24.23%

WDNA vs. USFR - Expense Ratio Comparison

WDNA has a 0.45% expense ratio, which is higher than USFR's 0.15% expense ratio.


Dividends

WDNA vs. USFR - Dividend Comparison

WDNA's dividend yield for the trailing twelve months is around 4.31%, more than USFR's 3.91% yield.


PositionTTM2025202420232022202120202019201820172016
USFR
WisdomTree Floating Rate Treasury Fund
3.91%4.15%5.17%5.12%1.78%0.01%0.40%2.08%1.67%1.03%0.29%
WDNA
WisdomTree BioRevolution Fund
4.31%4.57%0.75%0.80%0.38%0.10%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


WDNA and USFR have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

WDNA has higher volatility (6.75%) compared to USFR (0.06%). In terms of maximum drawdown, WDNA dropped -58.87% vs USFR's -1.36%.

On 5-year performance, USFR leads with 3.66% vs -5.33% for WDNA. On fees, USFR is cheaper at 0.15% per year. On volatility, USFR has been the lower-risk option at 0.06%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, USFR has performed better with a 3.66% return vs -5.33%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

USFR is cheaper with a 0.15% expense ratio, compared with 0.45% for WDNA.

WDNA has the higher dividend yield at 4.31%, compared with 3.91% for USFR.

WDNA is categorized as Health & Biotech Equities, while USFR is Government Bonds. WDNA tracks WisdomTree BioRevolution Index, while USFR tracks Bloomberg U.S. Treasury Floating Rate Bond Index. Their fees differ too: 0.45% for WDNA and 0.15% for USFR.

USFR currently has the higher Sharpe Ratio (15.11 vs 1.81), 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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