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ETF Comparison

SHY vs USFR: Which Is the Better Pick in 2026?

A head-to-head comparison of iShares 1-3 Year Treasury Bond ETF and WisdomTree Floating Rate Treasury Fund covering yield, cost, risk, and income potential.

Data updated April 5, 2026

Side-by-side snapshot

SHYUSFR
Full nameiShares 1-3 Year Treasury Bond ETFWisdomTree Floating Rate Treasury Fund
IssueriSharesWisdomTree
Price$82.32$50.34
Distribution yield3.76%4.07%
Expense ratio0.15%0.15%
AUM$24.9B$16.0B
Distribution frequencyMonthly
Underlying indexBloomberg U.S. Treasury Floating Rate Bond Index
ObjectiveTracks the ICE U.S. Treasury 1-3 Year Bond Index.Track the performance of U.S. Treasury floating-rate notes (FRNs).
Asset classFixed IncomeEquity
Inception date02/04/2014
Beta0.25-0.02
Last dividend$0.25$0.15
Ex-dividend date04/01/202603/26/2026

Visual comparison

Key metrics

Projected income on $10K

Projections assume the current yield and share price remain constant. Actual results will vary.

Quick verdict

SHY (iShares 1-3 Year Treasury Bond ETF) and USFR (WisdomTree Floating Rate Treasury Fund) are both popular -pay tracks the ice u.s. treasury 1-3 year bond index. ETFs, but they take different approaches.

USFR offers the higher yield at 4.07% vs 3.76% for SHY. A higher yield means more current income per dollar invested, though it may come with different risk characteristics.

SHY is the larger fund by assets ($24.9B), which generally means tighter spreads and better liquidity.

Deep dive

Yield & income

On a $10,000 investment, SHY would generate roughly $31.33/month while USFR would produce $33.92/month at current distribution rates. Both pay distributions.

SHY yield3.76%
USFR yield4.07%
Monthly diff on $10K$2.58

Cost & efficiency

Over 10 years on $10,000, SHY would cost approximately $150 in fees vs $150 for USFR (simplified, not compounded). Both charge the same expense ratio.

SHY ER0.15%
USFR ER0.15%

Strategy & risk

SHY tracks — with a tracks the ice u.s. treasury 1-3 year bond index. approach, while USFR tracks Bloomberg U.S. Treasury Floating Rate Bond Index using a track the performance of u.s. treasury floating-rate notes (frns). strategy. Beta is 0.25 for SHY and -0.02 for USFR, indicating USFR is less volatile relative to the market.

SHY beta0.25
USFR beta-0.02

Fund details

SHY is managed by iShares (launched —) with $24.9B in assets. USFR is managed by WisdomTree (launched 02/04/2014) with $16.0B in assets.

SHY AUM$24.9B
USFR AUM$16.0B

Income calculator

See how much monthly income a hypothetical investment would generate in each ETF at current yields.

Frequently asked questions

Is SHY or USFR better for dividend income?

It depends on your goals. USFR currently offers the higher distribution yield, which means more income per dollar invested. However, a lower-yield fund may offer better total return or lower volatility. Consider your time horizon and risk tolerance.

What is the difference between SHY and USFR?

SHY (iShares 1-3 Year Treasury Bond ETF) tracks — with a tracks the ice u.s. treasury 1-3 year bond index. strategy, while USFR (WisdomTree Floating Rate Treasury Fund) tracks Bloomberg U.S. Treasury Floating Rate Bond Index with a track the performance of u.s. treasury floating-rate notes (frns). approach. They are issued by iShares and WisdomTree respectively.

Can I hold both SHY and USFR?

Yes. Many income investors hold both to diversify across different strategies and underlying indexes. This can reduce concentration risk while maintaining a strong income stream.

Which has lower fees, SHY or USFR?

SHY has an expense ratio of 0.15% while USFR charges 0.15%. Lower fees mean more of your investment returns stay in your pocket over time.

How much income does $10,000 in SHY vs USFR generate?

At current yields, $10,000 in SHY would generate roughly $31.33 per month ($376.00 annually). The same in USFR would produce about $33.92 per month ($407.00 annually).

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