AMUSX vs. SGOV
Compare and contrast key facts about American Funds U.S. Government Securities Fund (AMUSX) and iShares 0-3 Month Treasury Bond ETF (SGOV).
AMUSX is managed by American Funds. It was launched on Oct 16, 1985. SGOV is a passively managed fund by iShares that tracks the performance of the ICE 0-3 Month US Treasury Bill Index. It was launched on May 26, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMUSX or SGOV.
Correlation
The correlation between AMUSX and SGOV is 0.02, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AMUSX vs. SGOV - Performance Comparison
Key characteristics
AMUSX:
0.78
SGOV:
21.86
AMUSX:
1.15
SGOV:
494.55
AMUSX:
1.14
SGOV:
495.55
AMUSX:
0.25
SGOV:
506.90
AMUSX:
1.85
SGOV:
8,046.80
AMUSX:
2.28%
SGOV:
0.00%
AMUSX:
5.39%
SGOV:
0.23%
AMUSX:
-20.15%
SGOV:
-0.03%
AMUSX:
-10.33%
SGOV:
0.00%
Returns By Period
In the year-to-date period, AMUSX achieves a 2.63% return, which is significantly higher than SGOV's 0.84% return.
AMUSX
2.63%
2.11%
-0.85%
4.74%
-1.20%
0.39%
SGOV
0.84%
0.36%
2.31%
5.05%
N/A
N/A
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AMUSX vs. SGOV - Expense Ratio Comparison
AMUSX has a 0.61% expense ratio, which is higher than SGOV's 0.03% expense ratio.
Risk-Adjusted Performance
AMUSX vs. SGOV — Risk-Adjusted Performance Rank
AMUSX
SGOV
AMUSX vs. SGOV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds U.S. Government Securities Fund (AMUSX) and iShares 0-3 Month Treasury Bond ETF (SGOV). 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.
Dividends
AMUSX vs. SGOV - Dividend Comparison
AMUSX's dividend yield for the trailing twelve months is around 4.09%, less than SGOV's 4.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMUSX American Funds U.S. Government Securities Fund | 4.10% | 4.19% | 3.44% | 2.60% | 1.06% | 1.01% | 1.85% | 1.72% | 1.22% | 1.13% | 1.31% | 1.01% |
SGOV iShares 0-3 Month Treasury Bond ETF | 4.90% | 5.10% | 4.87% | 1.45% | 0.03% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AMUSX vs. SGOV - Drawdown Comparison
The maximum AMUSX drawdown since its inception was -20.15%, which is greater than SGOV's maximum drawdown of -0.03%. Use the drawdown chart below to compare losses from any high point for AMUSX and SGOV. For additional features, visit the drawdowns tool.
Volatility
AMUSX vs. SGOV - Volatility Comparison
American Funds U.S. Government Securities Fund (AMUSX) has a higher volatility of 1.59% compared to iShares 0-3 Month Treasury Bond ETF (SGOV) at 0.06%. This indicates that AMUSX's price experiences larger fluctuations and is considered to be riskier than SGOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.