UTRE vs. VOO
Compare and contrast key facts about US Treasury 3 Year Note ETF (UTRE) and Vanguard S&P 500 ETF (VOO).
UTRE and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UTRE is a passively managed fund by US Benchmark Series that tracks the performance of the ICE BofA Current 3-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 UTRE 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: UTRE or VOO.
Correlation
The correlation between UTRE and VOO is 0.09, 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
UTRE vs. VOO - Performance Comparison
Key characteristics
UTRE:
1.72
VOO:
1.98
UTRE:
2.59
VOO:
2.65
UTRE:
1.32
VOO:
1.36
UTRE:
2.33
VOO:
2.98
UTRE:
5.15
VOO:
12.44
UTRE:
0.84%
VOO:
2.02%
UTRE:
2.52%
VOO:
12.69%
UTRE:
-2.80%
VOO:
-33.99%
UTRE:
-0.69%
VOO:
0.00%
Returns By Period
In the year-to-date period, UTRE achieves a 0.50% return, which is significantly lower than VOO's 4.06% return.
UTRE
0.50%
0.47%
0.75%
4.22%
N/A
N/A
VOO
4.06%
2.04%
9.70%
23.75%
14.34%
13.25%
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UTRE vs. VOO - Expense Ratio Comparison
UTRE 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
UTRE vs. VOO — Risk-Adjusted Performance Rank
UTRE
VOO
UTRE vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for US Treasury 3 Year Note ETF (UTRE) 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
UTRE vs. VOO - Dividend Comparison
UTRE's dividend yield for the trailing twelve months is around 4.00%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UTRE US Treasury 3 Year Note ETF | 4.00% | 4.02% | 3.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
UTRE vs. VOO - Drawdown Comparison
The maximum UTRE drawdown since its inception was -2.80%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for UTRE and VOO. For additional features, visit the drawdowns tool.
Volatility
UTRE vs. VOO - Volatility Comparison
The current volatility for US Treasury 3 Year Note ETF (UTRE) is 0.54%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.13%. This indicates that UTRE 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.