V3GU.L vs. VUTA.L
Compare and contrast key facts about Vanguard ESG Global Corporate Bond UCITS ETF USD Hedged Accumulating (V3GU.L) and Vanguard USD Treasury Bond UCITS ETF Accumulating (VUTA.L).
V3GU.L and VUTA.L are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. V3GU.L is a passively managed fund by Vanguard that tracks the performance of the Bloomberg Gbl Agg Corp 0901 TR Hdg USD. It was launched on May 20, 2021. VUTA.L is a passively managed fund by Vanguard that tracks the performance of the Bloomberg US Government TR USD. It was launched on Feb 19, 2019. Both V3GU.L and VUTA.L 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: V3GU.L or VUTA.L.
Key characteristics
| V3GU.L | VUTA.L | |
|---|---|---|
| YTD Return | -0.60% | -0.57% |
| 1Y Return | 5.30% | -1.70% |
| Sharpe Ratio | 1.05 | -0.24 |
| Daily Std Dev | 5.31% | 6.76% |
| Max Drawdown | -18.89% | -23.40% |
| Current Drawdown | -7.49% | -20.07% |
Correlation
The correlation between V3GU.L and VUTA.L is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
V3GU.L vs. VUTA.L - Performance Comparison
The year-to-date returns for both investments are quite close, with V3GU.L having a -0.60% return and VUTA.L slightly higher at -0.57%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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V3GU.L vs. VUTA.L - Expense Ratio Comparison
V3GU.L has a 0.15% expense ratio, which is higher than VUTA.L's 0.07% 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
V3GU.L vs. VUTA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard ESG Global Corporate Bond UCITS ETF USD Hedged Accumulating (V3GU.L) and Vanguard USD Treasury Bond UCITS ETF Accumulating (VUTA.L). 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
V3GU.L vs. VUTA.L - Dividend Comparison
Neither V3GU.L nor VUTA.L has paid dividends to shareholders.
Drawdowns
V3GU.L vs. VUTA.L - Drawdown Comparison
The maximum V3GU.L drawdown since its inception was -18.89%, smaller than the maximum VUTA.L drawdown of -23.40%. Use the drawdown chart below to compare losses from any high point for V3GU.L and VUTA.L. For additional features, visit the drawdowns tool.
Volatility
V3GU.L vs. VUTA.L - Volatility Comparison
The current volatility for Vanguard ESG Global Corporate Bond UCITS ETF USD Hedged Accumulating (V3GU.L) is 1.41%, while Vanguard USD Treasury Bond UCITS ETF Accumulating (VUTA.L) has a volatility of 2.58%. This indicates that V3GU.L experiences smaller price fluctuations and is considered to be less risky than VUTA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.