Correlation
The correlation between XONE 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.
XONE vs. USFR
Compare and contrast key facts about Bondbloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) and WisdomTree Bloomberg Floating Rate Treasury Fund (USFR).
XONE and USFR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XONE is a passively managed fund by BondBloxx that tracks the performance of the Bloomberg US Treasury 1 Year Duration Index - Benchmark TR Gross. It was launched on Sep 13, 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 XONE 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: XONE or USFR.
Performance
XONE vs. USFR - Performance Comparison
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Key characteristics
XONE:
6.80
USFR:
15.08
XONE:
14.05
USFR:
45.81
XONE:
3.28
USFR:
11.35
XONE:
17.92
USFR:
81.14
XONE:
78.90
USFR:
637.73
XONE:
0.06%
USFR:
0.01%
XONE:
0.75%
USFR:
0.32%
XONE:
-0.40%
USFR:
-1.36%
XONE:
-0.03%
USFR:
0.00%
Returns By Period
In the year-to-date period, XONE achieves a 1.59% return, which is significantly lower than USFR's 1.69% return.
XONE
1.59%
0.19%
2.25%
5.10%
N/A
N/A
N/A
USFR
1.69%
0.41%
2.22%
4.74%
4.63%
2.84%
1.99%
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XONE vs. USFR - Expense Ratio Comparison
XONE has a 0.03% 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%.
Risk-Adjusted Performance
XONE vs. USFR — Risk-Adjusted Performance Rank
XONE
USFR
XONE vs. USFR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bondbloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) 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
XONE vs. USFR - Dividend Comparison
XONE's dividend yield for the trailing twelve months is around 4.82%, more than USFR's 4.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
XONE Bondbloxx Bloomberg One Year Target Duration US Treasury ETF | 4.82% | 5.21% | 4.46% | 1.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USFR WisdomTree Bloomberg Floating Rate Treasury Fund | 4.31% | 5.17% | 5.12% | 1.78% | 0.02% | 0.40% | 2.08% | 1.67% | 1.03% | 0.29% |
Drawdowns
XONE vs. USFR - Drawdown Comparison
The maximum XONE drawdown since its inception was -0.40%, smaller than the maximum USFR drawdown of -1.36%. Use the drawdown chart below to compare losses from any high point for XONE and USFR.
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Volatility
XONE vs. USFR - Volatility Comparison
Bondbloxx Bloomberg One Year Target Duration US Treasury ETF (XONE) has a higher volatility of 0.22% compared to WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) at 0.10%. This indicates that XONE'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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