Which returned more over the last year, IWC or USFR?

In the year to Sep 13, 2026, with distributions reinvested, IWC returned +31.3% and USFR returned +4.1%, so IWC returned more. One year is one year; the longer windows are in the table.

Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

IWC vs USFR: how they differ

IWC and USFR hold 0% of their weight in the same names, and IWC returned more over the year.

iShares Micro-Cap ETF and WisdomTree Floating Rate Treasury Fund.

What they hold in common

By the books each fund has filed, IWC and USFR hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in IWC	Only in USFR
CAREDX 0.61%	UNITED STATES OF AMERICA - BUREAU OF THE 28.04%
SELLAS LIFE SCIENCES GROUP INC 0.60%	UNITED STATES OF AMERICA - BUREAU OF THE 28.01%
NURIX THERAPEUTICS 0.59%	UNITED STATES OF AMERICA - BUREAU OF THE 28.00%
PENGUIN SOLUTIONS INC 0.58%	UNITED STATES OF AMERICA - BUREAU OF THE 15.95%
OUSTER 0.52%
VIRIDIAN THERAPEUTICS ORS 0.48%
INTERFACE 0.47%
MBX BIOSCIENCES 0.45%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated May 31, 2026 and Sep 10, 2026.

IWC and USFR on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
	IWC iShares Micro-Cap ETF	USFR WisdomTree Floating Rate Treasury Fund
Where it sits	Core index fund	Core index fund
Issuer	iShares	WisdomTree
What it is	Russell Microcap	Floating Rate Treasury
Total return, 1 year	+31.3%	+4.1%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	+13.8 pts	−13.4 pts
Expense ratio	not published	0.15%
Holdings	1252	4

IWC in plain words

IWC is an index equity fund tracking the Russell Microcap. Over the year to Sep 11, 2026 it returned +31.3% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. By its holdings filed for Sep 10, 2026, 92% of the fund by weight is stocks the S&P 500 also holds, across 1252 positions, with the top ten at 5.1%. It sat 5.0% below its high of Aug 14, 2026 on Sep 11, 2026.

USFR in plain words

USFR is a bond fund tracking the Floating Rate Treasury. Over the year to Sep 11, 2026 it returned +4.1% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year.

Questions people ask

Which returned more over the last year, IWC or USFR?: In the year to Sep 13, 2026, with distributions reinvested, IWC returned +31.3% and USFR returned +4.1%, so IWC returned more. One year is one year; the longer windows are in the table.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

IWC against USFR, ETFIQ, data as of Sep 13, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, IWC against USFR, data as of Sep 13, 2026. https://etfiq.com/compare/any/iwc-vs-usfr Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources