TLT vs. VOO
Compare and contrast key facts about iShares 20+ Year Treasury Bond ETF (TLT) and Vanguard S&P 500 ETF (VOO).
TLT and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TLT is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. 20+ Year Treasury Bond Index. It was launched on Jul 26, 2002. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both TLT and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TLT or VOO.
Correlation
The correlation between TLT and VOO is -0.25. 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
TLT vs. VOO - Performance Comparison
Key characteristics
TLT:
0.03
VOO:
0.56
TLT:
0.14
VOO:
0.92
TLT:
1.02
VOO:
1.13
TLT:
0.01
VOO:
0.58
TLT:
0.05
VOO:
2.25
TLT:
7.78%
VOO:
4.83%
TLT:
14.44%
VOO:
19.11%
TLT:
-48.35%
VOO:
-33.99%
TLT:
-42.17%
VOO:
-7.55%
Returns By Period
In the year-to-date period, TLT achieves a 0.93% return, which is significantly higher than VOO's -3.28% return. Over the past 10 years, TLT has underperformed VOO with an annualized return of -0.61%, while VOO has yielded a comparatively higher 12.40% annualized return.
TLT
0.93%
-1.26%
-2.78%
0.41%
-9.53%
-0.61%
VOO
-3.28%
13.71%
-4.52%
10.70%
15.89%
12.40%
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TLT vs. VOO - Expense Ratio Comparison
TLT has a 0.15% expense ratio, which is higher than VOO'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%.
Risk-Adjusted Performance
TLT vs. VOO — Risk-Adjusted Performance Rank
TLT
VOO
TLT vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares 20+ Year Treasury Bond ETF (TLT) and Vanguard S&P 500 ETF (VOO). 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
TLT vs. VOO - Dividend Comparison
TLT's dividend yield for the trailing twelve months is around 4.36%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TLT iShares 20+ Year Treasury Bond ETF | 4.36% | 4.30% | 3.38% | 2.67% | 1.50% | 1.50% | 2.27% | 2.63% | 2.43% | 2.60% | 2.61% | 2.67% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TLT vs. VOO - Drawdown Comparison
The maximum TLT drawdown since its inception was -48.35%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TLT and VOO. For additional features, visit the drawdowns tool.
Volatility
TLT vs. VOO - Volatility Comparison
The current volatility for iShares 20+ Year Treasury Bond ETF (TLT) is 4.71%, while Vanguard S&P 500 ETF (VOO) has a volatility of 11.03%. This indicates that TLT experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.