PortfoliosLab logoPortfoliosLab logo
BIL vs. VTV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BIL vs. VTV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) and Vanguard Value ETF (VTV). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, BIL achieves a 1.60% return, which is significantly lower than VTV's 14.29% return. Over the past 10 years, BIL has underperformed VTV with an annualized return of 2.20%, while VTV has yielded a comparatively higher 12.78% annualized return.


BIL

1D
0.03%
1M
0.32%
YTD
1.60%
6M
1.76%
1Y
3.89%
3Y*
4.63%
5Y*
3.43%
10Y*
2.20%

VTV

1D
0.93%
1M
4.18%
YTD
14.29%
6M
13.99%
1Y
26.89%
3Y*
18.16%
5Y*
11.76%
10Y*
12.78%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BIL vs. VTV - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
1.60%4.15%5.19%4.94%1.40%-0.10%0.40%2.03%1.74%0.69%
VTV
Vanguard Value ETF
14.29%15.27%15.95%9.32%-2.09%26.53%2.33%25.66%-5.47%17.15%

Correlation

The correlation between BIL and VTV is -0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.07

Correlation (3Y)
Calculated over the trailing 3-year period

-0.07

Correlation (5Y)
Calculated over the trailing 5-year period

-0.03

Correlation (10Y)
Calculated over the trailing 10-year period

-0.00

Correlation (All Time)
Calculated using the full available price history since May 30, 2007

-0.03

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

BIL vs. VTV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BIL
BIL Risk / Return Rank: 100100
Overall Rank
BIL Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
BIL Sortino Ratio Rank: 100100
Sortino Ratio Rank
BIL Omega Ratio Rank: 100100
Omega Ratio Rank
BIL Calmar Ratio Rank: 100100
Calmar Ratio Rank
BIL Martin Ratio Rank: 100100
Martin Ratio Rank

VTV
VTV Risk / Return Rank: 8888
Overall Rank
VTV Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
VTV Sortino Ratio Rank: 9090
Sortino Ratio Rank
VTV Omega Ratio Rank: 8787
Omega Ratio Rank
VTV Calmar Ratio Rank: 8787
Calmar Ratio Rank
VTV Martin Ratio Rank: 8787
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BIL vs. VTV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) and Vanguard Value ETF (VTV). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BILVTVDifference
Sharpe ratioReturn per unit of total volatility

+17.02

Sortino ratioReturn per unit of downside risk

+171.45

Omega ratioGain probability vs. loss probability

88.41

1.47

+86.94

Calmar ratioReturn relative to maximum drawdown

357.44

4.25

+353.19

Martin ratioReturn relative to average drawdown

2,834.34

16.04

+2,818.30

BIL vs. VTV - Sharpe Ratio Comparison

The current BIL Sharpe Ratio is 19.63, which is higher than the VTV Sharpe Ratio of 2.61. The chart below compares the historical Sharpe Ratios of BIL and VTV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

BIL vs. VTV - Drawdown Comparison

The maximum BIL drawdown since its inception was -0.78%, smaller than the maximum VTV drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for BIL and VTV.


Loading charts...

Drawdown Indicators


BILVTVDifference

Max Drawdown

Largest peak-to-trough decline

-0.78%

-59.27%

+58.49%

Max Drawdown (1Y)

Largest decline over 1 year

-0.01%

-6.35%

+6.34%

Max Drawdown (3Y)

Largest decline over 3 years

-0.01%

-14.52%

+14.51%

Max Drawdown (5Y)

Largest decline over 5 years

-0.09%

-17.04%

+16.95%

Max Drawdown (10Y)

Largest decline over 10 years

-0.21%

-36.78%

+36.57%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-0.26%

-7.86%

+7.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.00%

1.68%

-1.68%

Volatility

BIL vs. VTV - Volatility Comparison

The current volatility for SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) is 0.06%, while Vanguard Value ETF (VTV) has a volatility of 3.34%. This indicates that BIL experiences smaller price fluctuations and is considered to be less risky than VTV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


BILVTVDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.06%

3.34%

-3.28%

Volatility (6M)

Calculated over the trailing 6-month period

0.14%

7.82%

-7.68%

Volatility (1Y)

Calculated over the trailing 1-year period

0.20%

10.38%

-10.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.26%

13.92%

-13.66%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.26%

16.68%

-16.42%

BIL vs. VTV - Expense Ratio Comparison

BIL has a 0.14% expense ratio, which is higher than VTV's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

BIL vs. VTV - Dividend Comparison

BIL's dividend yield for the trailing twelve months is around 3.86%, more than VTV's 1.83% yield.


PositionTTM20252024202320222021202020192018201720162015
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
3.86%4.13%5.03%4.92%1.35%0.00%0.30%2.05%1.66%0.68%0.07%0.00%
VTV
Vanguard Value ETF
1.83%2.05%2.31%2.46%2.52%2.15%2.56%2.50%2.73%2.29%2.44%2.60%

Frequently Asked Questions


BIL and VTV have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VTV has higher volatility (3.34%) compared to BIL (0.06%). In terms of maximum drawdown, BIL dropped -0.78% vs VTV's -59.27%.

On 10-year performance, VTV leads with 12.78% vs 2.20% for BIL. On fees, VTV is cheaper at 0.04% per year. On volatility, BIL has been the lower-risk option at 0.06%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, VTV has performed better with a 12.78% return vs 2.20%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VTV is cheaper with a 0.04% expense ratio, compared with 0.14% for BIL.

BIL has the higher dividend yield at 3.86%, compared with 1.83% for VTV.

BIL is categorized as Government Bonds, while VTV is Large Cap Value Equities. BIL tracks Bloomberg 1-3 Month U.S. Treasury Bill Index, while VTV tracks CRSP US Large Cap Value Index. They also come from different issuers: State Street and Vanguard. Their fees differ too: 0.14% for BIL and 0.04% for VTV.

BIL currently has the higher Sharpe Ratio (19.63 vs 2.61), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for BIL and VTV

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer