UTHY vs. VOO
Compare and contrast key facts about US Treasury 30 Year Bond ETF (UTHY) and Vanguard S&P 500 ETF (VOO).
UTHY and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UTHY is a passively managed fund by US Benchmark Series that tracks the performance of the ICE BofA Current 30-Year US Treasury Index - Benchmark TR Gross. It was launched on Mar 27, 2023. 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 UTHY 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: UTHY or VOO.
Correlation
The correlation between UTHY and VOO is 0.15, 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
UTHY vs. VOO - Performance Comparison
Key characteristics
UTHY:
0.00
VOO:
1.76
UTHY:
0.10
VOO:
2.37
UTHY:
1.01
VOO:
1.32
UTHY:
0.00
VOO:
2.66
UTHY:
0.01
VOO:
11.10
UTHY:
6.88%
VOO:
2.02%
UTHY:
13.59%
VOO:
12.79%
UTHY:
-21.86%
VOO:
-33.99%
UTHY:
-11.98%
VOO:
-2.11%
Returns By Period
The year-to-date returns for both stocks are quite close, with UTHY having a 2.47% return and VOO slightly lower at 2.40%.
UTHY
2.47%
2.66%
-7.40%
0.25%
N/A
N/A
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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UTHY vs. VOO - Expense Ratio Comparison
UTHY 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
UTHY vs. VOO — Risk-Adjusted Performance Rank
UTHY
VOO
UTHY vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for US Treasury 30 Year Bond ETF (UTHY) 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
UTHY vs. VOO - Dividend Comparison
UTHY's dividend yield for the trailing twelve months is around 4.42%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UTHY US Treasury 30 Year Bond ETF | 4.42% | 4.58% | 2.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
UTHY vs. VOO - Drawdown Comparison
The maximum UTHY drawdown since its inception was -21.86%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for UTHY and VOO. For additional features, visit the drawdowns tool.
Volatility
UTHY vs. VOO - Volatility Comparison
US Treasury 30 Year Bond ETF (UTHY) has a higher volatility of 3.82% compared to Vanguard S&P 500 ETF (VOO) at 3.38%. This indicates that UTHY's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.