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 0.03, 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:
0.06
SGOV:
21.80
AMUSX:
0.12
SGOV:
517.08
AMUSX:
1.02
SGOV:
518.08
AMUSX:
0.02
SGOV:
530.63
AMUSX:
0.16
SGOV:
8,423.53
AMUSX:
2.24%
SGOV:
0.00%
AMUSX:
5.56%
SGOV:
0.24%
AMUSX:
-20.15%
SGOV:
-0.03%
AMUSX:
-13.23%
SGOV:
0.00%
Returns By Period
In the year-to-date period, AMUSX achieves a -0.06% return, which is significantly lower than SGOV's 5.15% return.
AMUSX
-0.06%
-0.42%
0.84%
0.43%
-1.08%
0.15%
SGOV
5.15%
0.39%
2.53%
5.25%
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 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 3.84%, less than SGOV's 5.11% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMUSX American Funds U.S. Government Securities Fund | 3.84% | 3.44% | 2.60% | 1.06% | 1.01% | 1.85% | 1.72% | 1.22% | 1.13% | 1.31% | 1.01% | 1.79% |
SGOV iShares 0-3 Month Treasury Bond ETF | 5.11% | 4.87% | 1.45% | 0.03% | 0.04% | 0.00% | 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 1.56% 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.