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See exactly how USFR's revenue becomes profit — a Sankey that traces revenue (and its reported segments) through gross profit, operating expenses, and net profit, with the year-over-year change on every line.
The same diagram the Chart Builder draws, right on the Summary tab. Upgrade to unlock it for USFR and 80,000+ other tickers.
The WisdomTree Floating Rate Treasury Fund dedicates a minimum of 80% of its overall assets (not including collateral from securities lending activities) to either the direct constituents of its benchmark index or to other investments that exhibit virtually identical economic features. This index, which the fund aims to mirror, is specifically designed to track the performance of U.S. government debt instruments that carry variable interest rates. It is important to note that the fund is categorized as non-diversified.
Most financial plans assume the person who built them will always be around to run them. Three ETFs exist specifically for the moment that assumption stops being true.
The fund marketed as your portfolio's safety net turned a bad year into a loss most retirees still haven't recovered from, and the reason it failed points directly toward three replacements built to hold up when rates move against you.
Keeping $50,000 in checking feels responsible until you realize your bank is quietly pocketing a yield spread that belongs to you. Three ETFs hand it back without asking you to sacrifice the safety you actually need.
At 73, the IRS locks in your withdrawal date and the market picks the price, which means a bad year can force you to sell quality assets at the worst possible moment. Four ETFs can change that equation entirely.
Floating rate treasuries are incredibly similar securities to treasuries, but tend to trade at a positive spread to these. Spreads declined to 0.05% last month, an almost inconsequential amount. USFR invests in these securities, and does not currently generate more in income than most t-bill ETFs.