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WTIP vs. USFR
Performance
Return for Risk
Dividends
Drawdowns
Volatility

WTIP vs. USFR

Last updated Apr 1, 2026

Compare and contrast key facts about WisdomTree Inflation Plus Fund (WTIP) and WisdomTree Bloomberg Floating Rate Treasury Fund (USFR).

WTIP and USFR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WTIP is an actively managed fund by WisdomTree. It was launched on Jun 18, 2025. 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

WTIP vs. USFR - Performance Comparison

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

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WTIP vs. USFR - Yearly Performance Comparison

2026 (YTD)2025
WTIP
WisdomTree Inflation Plus Fund		12.54%14.00%
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund		0.93%2.19%

Returns By Period

In the year-to-date period, WTIP achieves a 12.54% return, which is significantly higher than USFR's 0.93% return.

WTIP

1D
0.44%
1M
5.96%
YTD
12.54%
6M
20.94%
1Y
—
3Y*
—
5Y*
—
10Y*
—

USFR

1D
0.00%
1M
0.27%
YTD
0.93%
6M
2.02%
1Y
4.10%
3Y*
4.89%
5Y*
3.52%
10Y*
2.41%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

WisdomTree Inflation Plus Fund

WisdomTree Bloomberg Floating Rate Treasury Fund

Often compared with WTIP:
WTIP vs. RAAXWTIP vs. INFLWTIP vs. FFLSWTIP vs. EMPBWTIP vs. CLIXWTIP vs. HDGWTIP vs. HEFT
Often compared with USFR:
USFR vs. SGOVUSFR vs. TFLOUSFR vs. VMFXXUSFR vs. VUSXXUSFR vs. FLOTUSFR vs. SHVUSFR vs. VGSH

WTIP vs. USFR - Expense Ratio Comparison

WTIP has a 0.65% expense ratio, which is higher than USFR's 0.15% expense ratio.

WTIP
WisdomTree Inflation Plus Fund
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund

Return for Risk

WTIP vs. USFR — Risk / Return Rank

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

WTIP vs. USFR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Inflation Plus Fund (WTIP) 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

WTIP vs. USFR - Sharpe Ratio Comparison

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Sharpe Ratios by Period

WTIPUSFRDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

—

14.37

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

8.63

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

3.00

—

Sharpe Ratio (All Time)

Calculated using the full available price history

2.53

1.57

+0.96

Correlation

The correlation between WTIP and USFR 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.

Dividends

WTIP vs. USFR - Dividend Comparison

WTIP's dividend yield for the trailing twelve months is around 1.46%, less than USFR's 4.00% yield.

TTM2025202420232022202120202019201820172016
WTIP
WisdomTree Inflation Plus Fund		1.46%1.59%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
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%

Drawdowns

WTIP vs. USFR - Drawdown Comparison

The maximum WTIP drawdown since its inception was -7.45%, which is greater than USFR's maximum drawdown of -1.36%. Use the drawdown chart below to compare losses from any high point for WTIP and USFR.

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Drawdown Indicators

WTIPUSFRDifference

Max Drawdown

Largest peak-to-trough decline

-7.45%

-1.36%

-6.09%

Max Drawdown (1Y)

Largest decline over 1 year

—

-0.04%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-0.18%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-0.80%

—

Current Drawdown

Current decline from peak

-1.72%

0.00%

-1.72%

Average Drawdown

Average peak-to-trough decline

-1.32%

-0.16%

-1.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

0.01%

—

Volatility

WTIP vs. USFR - Volatility Comparison

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Volatility by Period

WTIPUSFRDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

0.09%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

0.19%

—

Volatility (1Y)

Calculated over the trailing 1-year period

14.97%

0.29%

+14.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.97%

0.41%

+14.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.97%

0.81%

+14.16%