PortfoliosLab logoPortfoliosLab logo
GOVT vs. COST
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GOVT vs. COST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares U.S. Treasury Bond ETF (GOVT) and Costco Wholesale Corporation (COST). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, GOVT achieves a -0.44% return, which is significantly lower than COST's 13.35% return. Over the past 10 years, GOVT has underperformed COST with an annualized return of 0.79%, while COST has yielded a comparatively higher 22.25% annualized return.


GOVT

1D
-0.11%
1M
-0.70%
YTD
-0.44%
6M
-0.15%
1Y
3.62%
3Y*
2.77%
5Y*
-0.59%
10Y*
0.79%

COST

1D
0.30%
1M
-3.37%
YTD
13.35%
6M
10.14%
1Y
-3.42%
3Y*
25.18%
5Y*
22.05%
10Y*
22.25%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GOVT vs. COST - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GOVT
iShares U.S. Treasury Bond ETF
-0.44%3.77%2.95%4.17%-13.39%-1.11%7.28%7.36%0.26%2.19%
COST
Costco Wholesale Corporation
13.35%-5.39%39.62%49.00%-19.05%51.82%32.67%45.70%10.60%22.37%

Correlation

The correlation between GOVT and COST is -0.01, 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

-0.01

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

0.08

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

0.08

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

0.00

Correlation (All Time)
Calculated using the full available price history since Feb 24, 2012

-0.04

The correlation between GOVT and COST shifts across timeframes, from -0.04 (all time) to 0.08 (5 years), reflecting how their relationship changes across market environments.

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

GOVT vs. COST — Risk / Return Rank

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

GOVT
GOVT Risk / Return Rank: 2929
Overall Rank
GOVT Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
GOVT Sortino Ratio Rank: 3131
Sortino Ratio Rank
GOVT Omega Ratio Rank: 2828
Omega Ratio Rank
GOVT Calmar Ratio Rank: 2929
Calmar Ratio Rank
GOVT Martin Ratio Rank: 2828
Martin Ratio Rank

COST
COST Risk / Return Rank: 3232
Overall Rank
COST Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
COST Sortino Ratio Rank: 2828
Sortino Ratio Rank
COST Omega Ratio Rank: 2828
Omega Ratio Rank
COST Calmar Ratio Rank: 3535
Calmar Ratio Rank
COST Martin Ratio Rank: 3333
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.

GOVT vs. COST - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Treasury Bond ETF (GOVT) and Costco Wholesale Corporation (COST). 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.


GOVTCOSTDifference
Sharpe ratioReturn per unit of total volatility

+1.21

Sortino ratioReturn per unit of downside risk

+1.67

Omega ratioGain probability vs. loss probability

1.17

0.98

+0.19

Calmar ratioReturn relative to maximum drawdown

1.27

-0.22

+1.50

Martin ratioReturn relative to average drawdown

3.66

-0.51

+4.17

GOVT vs. COST - Sharpe Ratio Comparison

The current GOVT Sharpe Ratio is 1.02, which is higher than the COST Sharpe Ratio of -0.18. The chart below compares the historical Sharpe Ratios of GOVT and COST, 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...

Sharpe Ratios by Period


GOVTCOSTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.02

-0.18

+1.21

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.10

0.98

-1.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.15

1.02

-0.87

Sharpe Ratio (All Time)

Calculated using the full available price history

0.25

0.59

-0.33

Drawdowns

GOVT vs. COST - Drawdown Comparison

The maximum GOVT drawdown since its inception was -19.07%, smaller than the maximum COST drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for GOVT and COST.


Loading charts...

Drawdown Indicators


GOVTCOSTDifference

Max Drawdown

Largest peak-to-trough decline

-19.07%

-53.39%

+34.32%

Max Drawdown (1Y)

Largest decline over 1 year

-2.85%

-15.38%

+12.53%

Max Drawdown (3Y)

Largest decline over 3 years

-5.43%

-20.74%

+15.31%

Max Drawdown (5Y)

Largest decline over 5 years

-16.60%

-31.40%

+14.80%

Max Drawdown (10Y)

Largest decline over 10 years

-19.07%

-31.40%

+12.33%

Current Drawdown

Current decline from peak

-7.48%

-10.93%

+3.45%

Average Drawdown

Average peak-to-trough decline

-5.25%

-13.36%

+8.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.99%

7.15%

-6.16%

Volatility

GOVT vs. COST - Volatility Comparison

The current volatility for iShares U.S. Treasury Bond ETF (GOVT) is 1.05%, while Costco Wholesale Corporation (COST) has a volatility of 7.71%. This indicates that GOVT experiences smaller price fluctuations and is considered to be less risky than COST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


GOVTCOSTDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.05%

7.71%

-6.66%

Volatility (6M)

Calculated over the trailing 6-month period

2.53%

14.53%

-12.00%

Volatility (1Y)

Calculated over the trailing 1-year period

3.56%

18.79%

-15.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.04%

22.71%

-16.67%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.23%

21.95%

-16.72%

Dividends

GOVT vs. COST - Dividend Comparison

GOVT's dividend yield for the trailing twelve months is around 3.60%, more than COST's 0.55% yield.


PositionTTM20252024202320222021202020192018201720162015
COST
Costco Wholesale Corporation
0.55%0.59%0.49%2.87%0.76%0.54%3.38%0.86%1.08%4.81%1.09%4.06%
GOVT
iShares U.S. Treasury Bond ETF
3.60%3.49%3.14%2.65%1.77%0.96%2.17%1.98%1.97%1.57%1.40%1.25%

Frequently Asked Questions


GOVT and COST have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

COST has higher volatility (7.71%) compared to GOVT (1.05%). In terms of maximum drawdown, GOVT dropped -19.07% vs COST's -53.39%.

GOVT currently has the higher Sharpe Ratio (1.02 vs -0.18), 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 GOVT and COST

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