SPTL vs. VUSTX
Compare and contrast key facts about SPDR Portfolio Long Term Treasury ETF (SPTL) and Vanguard Long-Term Treasury Fund Investor Shares (VUSTX).
SPTL is a passively managed fund by State Street that tracks the performance of the Bloomberg US Aggregate Government - Treasury - Long. It was launched on May 23, 2007. VUSTX is managed by Vanguard. It was launched on May 19, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPTL or VUSTX.
Correlation
The correlation between SPTL and VUSTX is -0.27. 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
SPTL vs. VUSTX - Performance Comparison
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Key characteristics
SPTL:
0.11
VUSTX:
0.10
SPTL:
0.22
VUSTX:
0.22
SPTL:
1.03
VUSTX:
1.03
SPTL:
0.03
VUSTX:
0.03
SPTL:
0.18
VUSTX:
0.18
SPTL:
6.90%
VUSTX:
6.94%
SPTL:
12.99%
VUSTX:
13.09%
SPTL:
-46.20%
VUSTX:
-46.21%
SPTL:
-38.95%
VUSTX:
-38.85%
Returns By Period
In the year-to-date period, SPTL achieves a 1.42% return, which is significantly higher than VUSTX's 1.24% return. Over the past 10 years, SPTL has outperformed VUSTX with an annualized return of -0.13%, while VUSTX has yielded a comparatively lower -0.14% annualized return.
SPTL
1.42%
0.99%
-2.68%
1.91%
-8.45%
-0.13%
VUSTX
1.24%
0.98%
-2.76%
1.85%
-8.38%
-0.14%
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SPTL vs. VUSTX - Expense Ratio Comparison
SPTL has a 0.06% expense ratio, which is lower than VUSTX's 0.20% 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
SPTL vs. VUSTX — Risk-Adjusted Performance Rank
SPTL
VUSTX
SPTL vs. VUSTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Portfolio Long Term Treasury ETF (SPTL) and Vanguard Long-Term Treasury Fund Investor Shares (VUSTX). 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.
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Dividends
SPTL vs. VUSTX - Dividend Comparison
SPTL's dividend yield for the trailing twelve months is around 4.08%, less than VUSTX's 4.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPTL SPDR Portfolio Long Term Treasury ETF | 4.08% | 4.03% | 3.24% | 2.75% | 1.68% | 1.71% | 2.45% | 2.69% | 2.53% | 2.56% | 2.60% | 2.64% |
VUSTX Vanguard Long-Term Treasury Fund Investor Shares | 4.14% | 4.04% | 3.33% | 2.93% | 4.51% | 10.37% | 2.82% | 2.82% | 2.63% | 5.27% | 5.52% | 4.34% |
Drawdowns
SPTL vs. VUSTX - Drawdown Comparison
The maximum SPTL drawdown since its inception was -46.20%, roughly equal to the maximum VUSTX drawdown of -46.21%. Use the drawdown chart below to compare losses from any high point for SPTL and VUSTX. For additional features, visit the drawdowns tool.
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Volatility
SPTL vs. VUSTX - Volatility Comparison
SPDR Portfolio Long Term Treasury ETF (SPTL) and Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) have volatilities of 4.06% and 4.01%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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