Correlation
The correlation between AMUSX and SGOV is 0.00, 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.
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.
Performance
AMUSX vs. SGOV - Performance Comparison
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Key characteristics
AMUSX:
1.20
SGOV:
21.61
AMUSX:
1.59
SGOV:
472.39
AMUSX:
1.19
SGOV:
473.39
AMUSX:
0.46
SGOV:
483.61
AMUSX:
2.56
SGOV:
7,677.11
AMUSX:
2.29%
SGOV:
0.00%
AMUSX:
5.55%
SGOV:
0.22%
AMUSX:
-17.02%
SGOV:
-0.03%
AMUSX:
-6.86%
SGOV:
0.00%
Returns By Period
In the year-to-date period, AMUSX achieves a 2.58% return, which is significantly higher than SGOV's 1.72% return.
AMUSX
2.58%
-1.31%
1.90%
6.60%
0.15%
-1.14%
1.05%
SGOV
1.72%
0.35%
2.16%
4.81%
4.54%
2.74%
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.
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Dividends
AMUSX vs. SGOV - Dividend Comparison
AMUSX's dividend yield for the trailing twelve months is around 4.11%, less than SGOV's 4.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMUSX American Funds U.S. Government Securities Fund | 4.11% | 4.19% | 3.44% | 2.60% | 1.06% | 4.93% | 2.93% | 1.72% | 1.22% | 2.40% | 2.84% | 1.01% |
SGOV iShares 0-3 Month Treasury Bond ETF | 4.70% | 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 -17.02%, 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.
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Volatility
AMUSX vs. SGOV - Volatility Comparison
American Funds U.S. Government Securities Fund (AMUSX) has a higher volatility of 1.67% 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.
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