AMUSX vs. VTI
Compare and contrast key facts about American Funds U.S. Government Securities Fund (AMUSX) and Vanguard Total Stock Market ETF (VTI).
AMUSX is managed by American Funds. It was launched on Oct 16, 1985. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMUSX or VTI.
Performance
AMUSX vs. VTI - Performance Comparison
Returns By Period
In the year-to-date period, AMUSX achieves a 0.28% return, which is significantly lower than VTI's 25.64% return. Over the past 10 years, AMUSX has underperformed VTI with an annualized return of 0.13%, while VTI has yielded a comparatively higher 12.67% annualized return.
AMUSX
0.28%
-1.24%
2.94%
4.57%
-1.06%
0.13%
VTI
25.64%
2.57%
14.24%
32.95%
15.11%
12.67%
Key characteristics
| AMUSX | VTI | |
|---|---|---|
| Sharpe Ratio | 0.77 | 2.68 |
| Sortino Ratio | 1.14 | 3.57 |
| Omega Ratio | 1.14 | 1.49 |
| Calmar Ratio | 0.26 | 3.91 |
| Martin Ratio | 2.21 | 17.13 |
| Ulcer Index | 2.03% | 1.96% |
| Daily Std Dev | 5.79% | 12.51% |
| Max Drawdown | -20.15% | -55.45% |
| Current Drawdown | -12.94% | -0.84% |
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AMUSX vs. VTI - Expense Ratio Comparison
AMUSX has a 0.61% expense ratio, which is higher than VTI's 0.03% expense ratio.
Correlation
The correlation between AMUSX and VTI is -0.21. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Risk-Adjusted Performance
AMUSX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds U.S. Government Securities Fund (AMUSX) and Vanguard Total Stock Market ETF (VTI). 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. VTI - Dividend Comparison
AMUSX's dividend yield for the trailing twelve months is around 4.17%, more than VTI's 1.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMUSX American Funds U.S. Government Securities Fund | 4.17% | 3.44% | 2.60% | 1.06% | 1.01% | 1.85% | 1.72% | 1.22% | 1.13% | 1.31% | 1.01% | 1.79% |
VTI Vanguard Total Stock Market ETF | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
AMUSX vs. VTI - Drawdown Comparison
The maximum AMUSX drawdown since its inception was -20.15%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for AMUSX and VTI. For additional features, visit the drawdowns tool.
Volatility
AMUSX vs. VTI - Volatility Comparison
The current volatility for American Funds U.S. Government Securities Fund (AMUSX) is 1.24%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 4.19%. This indicates that AMUSX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.