UTWO vs. VGSH
Compare and contrast key facts about US Treasury 2 Year Note ETF (UTWO) and Vanguard Short-Term Treasury ETF (VGSH).
UTWO and VGSH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UTWO is a passively managed fund by US Benchmark Series that tracks the performance of the ICE BofA Current 2 Year US Treasury Index - Benchmark TR Gross. It was launched on Aug 8, 2022. VGSH is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 1-3 Year Government Float Adjusted Index. It was launched on Nov 19, 2009. Both UTWO and VGSH 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: UTWO or VGSH.
Correlation
The correlation between UTWO and VGSH is 0.04, 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
UTWO vs. VGSH - Performance Comparison
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Key characteristics
UTWO:
2.98
VGSH:
3.27
UTWO:
4.77
VGSH:
5.35
UTWO:
1.62
VGSH:
1.71
UTWO:
4.80
VGSH:
5.66
UTWO:
12.85
VGSH:
16.17
UTWO:
0.40%
VGSH:
0.34%
UTWO:
1.75%
VGSH:
1.69%
UTWO:
-2.04%
VGSH:
-5.70%
UTWO:
-0.67%
VGSH:
-0.63%
Returns By Period
The year-to-date returns for both investments are quite close, with UTWO having a 1.69% return and VGSH slightly higher at 1.77%.
UTWO
1.69%
0.16%
2.33%
5.18%
N/A
N/A
VGSH
1.77%
0.20%
2.44%
5.49%
1.11%
1.45%
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UTWO vs. VGSH - Expense Ratio Comparison
UTWO has a 0.15% expense ratio, which is higher than VGSH's 0.04% 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
UTWO vs. VGSH — Risk-Adjusted Performance Rank
UTWO
VGSH
UTWO vs. VGSH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for US Treasury 2 Year Note ETF (UTWO) and Vanguard Short-Term Treasury ETF (VGSH). 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
UTWO vs. VGSH - Dividend Comparison
UTWO's dividend yield for the trailing twelve months is around 4.10%, less than VGSH's 4.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UTWO US Treasury 2 Year Note ETF | 4.10% | 4.22% | 4.39% | 1.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGSH Vanguard Short-Term Treasury ETF | 4.19% | 4.19% | 3.32% | 1.15% | 0.66% | 1.75% | 2.28% | 1.79% | 1.10% | 0.84% | 0.71% | 0.46% |
Drawdowns
UTWO vs. VGSH - Drawdown Comparison
The maximum UTWO drawdown since its inception was -2.04%, smaller than the maximum VGSH drawdown of -5.70%. Use the drawdown chart below to compare losses from any high point for UTWO and VGSH. For additional features, visit the drawdowns tool.
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Volatility
UTWO vs. VGSH - Volatility Comparison
US Treasury 2 Year Note ETF (UTWO) has a higher volatility of 0.64% compared to Vanguard Short-Term Treasury ETF (VGSH) at 0.59%. This indicates that UTWO's price experiences larger fluctuations and is considered to be riskier than VGSH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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