GUSTX vs. BSV
Compare and contrast key facts about GMO U.S. Treasury Fund (GUSTX) and Vanguard Short-Term Bond ETF (BSV).
GUSTX is managed by GMO. It was launched on Mar 16, 2009. BSV is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 1-5 Year Government/Credit Float Adjusted Index. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GUSTX or BSV.
Correlation
The correlation between GUSTX and BSV is 0.10, 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
GUSTX vs. BSV - Performance Comparison
Key characteristics
GUSTX:
2.82
BSV:
1.87
GUSTX:
7.97
BSV:
2.75
GUSTX:
4.25
BSV:
1.35
GUSTX:
19.84
BSV:
1.56
GUSTX:
67.28
BSV:
6.11
GUSTX:
0.06%
BSV:
0.72%
GUSTX:
1.42%
BSV:
2.37%
GUSTX:
-0.72%
BSV:
-8.54%
GUSTX:
0.00%
BSV:
-0.48%
Returns By Period
In the year-to-date period, GUSTX achieves a 0.20% return, which is significantly lower than BSV's 0.38% return. Over the past 10 years, GUSTX has underperformed BSV with an annualized return of 1.17%, while BSV has yielded a comparatively higher 1.56% annualized return.
GUSTX
0.20%
0.56%
1.51%
3.99%
2.09%
1.17%
BSV
0.38%
0.62%
2.03%
4.30%
1.22%
1.56%
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GUSTX vs. BSV - Expense Ratio Comparison
GUSTX has a 0.01% expense ratio, which is lower than BSV's 0.04% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
GUSTX vs. BSV — Risk-Adjusted Performance Rank
GUSTX
BSV
GUSTX vs. BSV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for GMO U.S. Treasury Fund (GUSTX) and Vanguard Short-Term Bond ETF (BSV). 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
GUSTX vs. BSV - Dividend Comparison
GUSTX's dividend yield for the trailing twelve months is around 3.69%, more than BSV's 3.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GUSTX GMO U.S. Treasury Fund | 3.69% | 3.70% | 4.05% | 1.99% | 0.08% | 0.49% | 1.13% | 0.00% | 0.00% | 0.05% | 0.04% | 0.01% |
BSV Vanguard Short-Term Bond ETF | 3.37% | 3.38% | 2.46% | 1.50% | 1.45% | 1.79% | 2.29% | 1.99% | 1.65% | 1.49% | 1.40% | 1.45% |
Drawdowns
GUSTX vs. BSV - Drawdown Comparison
The maximum GUSTX drawdown since its inception was -0.72%, smaller than the maximum BSV drawdown of -8.54%. Use the drawdown chart below to compare losses from any high point for GUSTX and BSV. For additional features, visit the drawdowns tool.
Volatility
GUSTX vs. BSV - Volatility Comparison
The current volatility for GMO U.S. Treasury Fund (GUSTX) is 0.40%, while Vanguard Short-Term Bond ETF (BSV) has a volatility of 0.61%. This indicates that GUSTX experiences smaller price fluctuations and is considered to be less risky than BSV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.