GUSTX vs. SWSBX
Compare and contrast key facts about GMO U.S. Treasury Fund (GUSTX) and Schwab Short-Term Bond Index Fund (SWSBX).
GUSTX is managed by GMO. It was launched on Mar 16, 2009. SWSBX is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg US Government/Credit 1-5 Year Index. It was launched on Feb 23, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GUSTX or SWSBX.
Correlation
The correlation between GUSTX and SWSBX is -0.04. 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.
Performance
GUSTX vs. SWSBX - Performance Comparison
Key characteristics
GUSTX:
3.08
SWSBX:
2.24
GUSTX:
9.19
SWSBX:
3.69
GUSTX:
4.75
SWSBX:
1.48
GUSTX:
22.89
SWSBX:
2.08
GUSTX:
78.12
SWSBX:
9.30
GUSTX:
0.06%
SWSBX:
0.66%
GUSTX:
1.51%
SWSBX:
2.75%
GUSTX:
-0.67%
SWSBX:
-8.96%
GUSTX:
0.00%
SWSBX:
-0.62%
Returns By Period
In the year-to-date period, GUSTX achieves a 1.24% return, which is significantly lower than SWSBX's 2.31% return.
GUSTX
1.24%
0.00%
1.99%
4.61%
2.39%
1.42%
SWSBX
2.31%
0.55%
2.69%
6.13%
0.96%
N/A
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GUSTX vs. SWSBX - Expense Ratio Comparison
GUSTX has a 0.01% expense ratio, which is lower than SWSBX's 0.06% 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. SWSBX — Risk-Adjusted Performance Rank
GUSTX
SWSBX
GUSTX vs. SWSBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for GMO U.S. Treasury Fund (GUSTX) and Schwab Short-Term Bond Index Fund (SWSBX). 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. SWSBX - Dividend Comparison
GUSTX's dividend yield for the trailing twelve months is around 4.20%, more than SWSBX's 4.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GUSTX GMO U.S. Treasury Fund | 4.20% | 4.93% | 4.05% | 1.95% | 0.08% | 0.49% | 1.13% | 0.00% | 0.00% | 0.05% | 0.04% | 0.01% |
SWSBX Schwab Short-Term Bond Index Fund | 4.03% | 3.97% | 3.16% | 1.50% | 1.20% | 1.83% | 2.40% | 2.11% | 1.56% | 0.00% | 0.00% | 0.00% |
Drawdowns
GUSTX vs. SWSBX - Drawdown Comparison
The maximum GUSTX drawdown since its inception was -0.67%, smaller than the maximum SWSBX drawdown of -8.96%. Use the drawdown chart below to compare losses from any high point for GUSTX and SWSBX. For additional features, visit the drawdowns tool.
Volatility
GUSTX vs. SWSBX - Volatility Comparison
The current volatility for GMO U.S. Treasury Fund (GUSTX) is 0.00%, while Schwab Short-Term Bond Index Fund (SWSBX) has a volatility of 0.85%. This indicates that GUSTX experiences smaller price fluctuations and is considered to be less risky than SWSBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.