VFIRX vs. VSGDX
Compare and contrast key facts about Vanguard Short-Term Treasury Fund Admiral Shares (VFIRX) and Vanguard Short-Term Federal Fund Admiral Shares (VSGDX).
VFIRX is managed by Vanguard. It was launched on Feb 13, 2001. VSGDX is managed by Vanguard. It was launched on Feb 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFIRX or VSGDX.
Correlation
The correlation between VFIRX and VSGDX is -0.19. 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
VFIRX vs. VSGDX - Performance Comparison
Key characteristics
VFIRX:
2.58
VSGDX:
2.74
VFIRX:
4.54
VSGDX:
4.75
VFIRX:
1.59
VSGDX:
1.60
VFIRX:
1.60
VSGDX:
2.41
VFIRX:
11.87
VSGDX:
14.05
VFIRX:
0.54%
VSGDX:
0.47%
VFIRX:
2.50%
VSGDX:
2.43%
VFIRX:
-8.06%
VSGDX:
-7.30%
VFIRX:
-0.30%
VSGDX:
-0.29%
Returns By Period
The year-to-date returns for both investments are quite close, with VFIRX having a 2.07% return and VSGDX slightly higher at 2.08%. Over the past 10 years, VFIRX has underperformed VSGDX with an annualized return of 1.26%, while VSGDX has yielded a comparatively higher 1.63% annualized return.
VFIRX
2.07%
0.86%
2.64%
6.68%
0.70%
1.26%
VSGDX
2.08%
0.69%
2.78%
6.97%
1.25%
1.63%
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VFIRX vs. VSGDX - Expense Ratio Comparison
Both VFIRX and VSGDX have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VFIRX vs. VSGDX — Risk-Adjusted Performance Rank
VFIRX
VSGDX
VFIRX vs. VSGDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Treasury Fund Admiral Shares (VFIRX) and Vanguard Short-Term Federal Fund Admiral Shares (VSGDX). 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
VFIRX vs. VSGDX - Dividend Comparison
VFIRX's dividend yield for the trailing twelve months is around 4.38%, more than VSGDX's 3.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFIRX Vanguard Short-Term Treasury Fund Admiral Shares | 4.38% | 4.49% | 4.07% | 2.01% | 0.43% | 0.86% | 2.49% | 2.21% | 1.27% | 1.00% | 0.79% | 0.61% |
VSGDX Vanguard Short-Term Federal Fund Admiral Shares | 3.52% | 3.57% | 3.42% | 1.78% | 1.55% | 1.77% | 2.41% | 2.01% | 1.32% | 1.43% | 1.23% | 0.71% |
Drawdowns
VFIRX vs. VSGDX - Drawdown Comparison
The maximum VFIRX drawdown since its inception was -8.06%, which is greater than VSGDX's maximum drawdown of -7.30%. Use the drawdown chart below to compare losses from any high point for VFIRX and VSGDX. For additional features, visit the drawdowns tool.
Volatility
VFIRX vs. VSGDX - Volatility Comparison
Vanguard Short-Term Treasury Fund Admiral Shares (VFIRX) has a higher volatility of 1.00% compared to Vanguard Short-Term Federal Fund Admiral Shares (VSGDX) at 0.91%. This indicates that VFIRX's price experiences larger fluctuations and is considered to be riskier than VSGDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.