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GOVT vs. FUTBX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GOVT vs. FUTBX - Performance Comparison

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

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Returns By Period

In the year-to-date period, GOVT achieves a 0.11% return, which is significantly higher than FUTBX's -0.16% return.


GOVT

1D
0.13%
1M
0.58%
YTD
0.11%
6M
0.22%
1Y
3.14%
3Y*
2.92%
5Y*
-0.48%
10Y*
0.80%

FUTBX

1D
-0.34%
1M
0.49%
YTD
-0.16%
6M
0.08%
1Y
2.96%
3Y*
2.87%
5Y*
-0.59%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

GOVT vs. FUTBX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
GOVT
iShares U.S. Treasury Bond ETF
0.11%3.77%2.95%4.17%-13.39%-1.11%7.28%7.36%0.26%2.19%
FUTBX
Fidelity SAI U.S. Treasury Bond Index Fund
-0.16%6.12%0.70%4.19%-13.00%-2.54%7.76%7.30%0.95%2.28%

Correlation

The correlation between GOVT and FUTBX is 0.94, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.94

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

0.96

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

0.96

Correlation (All Time)
Calculated using the full available price history since Jan 3, 2017

0.95

The correlation between GOVT and FUTBX has been stable across timeframes, ranging from 0.94 to 0.96 - a consistent structural relationship.

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Return for Risk

GOVT vs. FUTBX — Risk / Return Rank

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

GOVT
GOVT Risk / Return Rank: 2424
Overall Rank
GOVT Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
GOVT Sortino Ratio Rank: 2525
Sortino Ratio Rank
GOVT Omega Ratio Rank: 2222
Omega Ratio Rank
GOVT Calmar Ratio Rank: 2424
Calmar Ratio Rank
GOVT Martin Ratio Rank: 2424
Martin Ratio Rank

FUTBX
FUTBX Risk / Return Rank: 1111
Overall Rank
FUTBX Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
FUTBX Sortino Ratio Rank: 1111
Sortino Ratio Rank
FUTBX Omega Ratio Rank: 1010
Omega Ratio Rank
FUTBX Calmar Ratio Rank: 1212
Calmar Ratio Rank
FUTBX Martin Ratio Rank: 1010
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. FUTBX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Treasury Bond ETF (GOVT) and Fidelity SAI U.S. Treasury Bond Index Fund (FUTBX). 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.


GOVTFUTBXDifference
Sharpe ratioReturn per unit of total volatility

+0.04

Sortino ratioReturn per unit of downside risk

+0.09

Omega ratioGain probability vs. loss probability

1.15

1.15

+0.01

Calmar ratioReturn relative to maximum drawdown

1.11

1.04

+0.06

Martin ratioReturn relative to average drawdown

3.01

2.83

+0.18

GOVT vs. FUTBX - Sharpe Ratio Comparison

The current GOVT Sharpe Ratio is 0.89, which is comparable to the FUTBX Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of GOVT and FUTBX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

GOVT vs. FUTBX - Drawdown Comparison

The maximum GOVT drawdown since its inception was -19.07%, roughly equal to the maximum FUTBX drawdown of -19.69%. Use the drawdown chart below to compare losses from any high point for GOVT and FUTBX.


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Drawdown Indicators


GOVTFUTBXDifference

Max Drawdown

Largest peak-to-trough decline

-19.07%

-19.69%

+0.62%

Max Drawdown (1Y)

Largest decline over 1 year

-2.85%

-3.09%

+0.24%

Max Drawdown (3Y)

Largest decline over 3 years

-5.43%

-5.42%

-0.01%

Max Drawdown (5Y)

Largest decline over 5 years

-16.60%

-17.03%

+0.43%

Max Drawdown (10Y)

Largest decline over 10 years

-19.07%

Current Drawdown

Current decline from peak

-6.97%

-7.83%

+0.86%

Average Drawdown

Average peak-to-trough decline

-5.26%

-6.96%

+1.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.05%

1.13%

-0.08%

Volatility

GOVT vs. FUTBX - Volatility Comparison

The current volatility for iShares U.S. Treasury Bond ETF (GOVT) is 0.97%, while Fidelity SAI U.S. Treasury Bond Index Fund (FUTBX) has a volatility of 1.07%. This indicates that GOVT experiences smaller price fluctuations and is considered to be less risky than FUTBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GOVTFUTBXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.97%

1.07%

-0.10%

Volatility (6M)

Calculated over the trailing 6-month period

2.60%

2.78%

-0.18%

Volatility (1Y)

Calculated over the trailing 1-year period

3.57%

3.82%

-0.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.04%

5.81%

+0.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.22%

5.15%

+0.07%

GOVT vs. FUTBX - Expense Ratio Comparison

GOVT has a 0.05% expense ratio, which is higher than FUTBX's 0.03% 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

GOVT vs. FUTBX - Dividend Comparison

GOVT's dividend yield for the trailing twelve months is around 3.58%, less than FUTBX's 3.66% yield.


PositionTTM20252024202320222021202020192018201720162015
FUTBX
Fidelity SAI U.S. Treasury Bond Index Fund
3.66%3.43%2.90%2.12%1.12%0.86%4.54%2.75%2.05%1.65%0.00%0.00%
GOVT
iShares U.S. Treasury Bond ETF
3.58%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


With a correlation of 0.94, GOVT and FUTBX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

FUTBX has higher volatility (1.07%) compared to GOVT (0.97%). In terms of maximum drawdown, GOVT dropped -19.07% vs FUTBX's -19.69%.

GOVT currently has the higher Sharpe Ratio (0.89 vs 0.84), 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 FUTBX

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

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