VFIRX vs. VUSUX
Compare and contrast key facts about Vanguard Short-Term Treasury Fund Admiral Shares (VFIRX) and Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX).
VFIRX is managed by Vanguard. It was launched on Feb 13, 2001. VUSUX 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 VUSUX.
Key characteristics
| VFIRX | VUSUX | |
|---|---|---|
| YTD Return | 4.19% | 3.11% |
| 1Y Return | 7.56% | 13.94% |
| 3Y Return (Ann) | 0.77% | -9.54% |
| 5Y Return (Ann) | 1.39% | -3.90% |
| 10Y Return (Ann) | 1.38% | 1.23% |
| Sharpe Ratio | 2.75 | 0.74 |
| Daily Std Dev | 2.75% | 15.27% |
| Max Drawdown | -6.75% | -46.04% |
| Current Drawdown | -0.10% | -33.23% |
Correlation
The correlation between VFIRX and VUSUX is 0.65, 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
VFIRX vs. VUSUX - Performance Comparison
In the year-to-date period, VFIRX achieves a 4.19% return, which is significantly higher than VUSUX's 3.11% return. Over the past 10 years, VFIRX has outperformed VUSUX with an annualized return of 1.38%, while VUSUX has yielded a comparatively lower 1.23% annualized return. 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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VFIRX vs. VUSUX - Expense Ratio Comparison
Both VFIRX and VUSUX 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. VUSUX - 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 Long-Term Treasury Fund Admiral Shares (VUSUX). 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. VUSUX - Dividend Comparison
VFIRX's dividend yield for the trailing twelve months is around 4.45%, more than VUSUX's 3.62% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFIRX Vanguard Short-Term Treasury Fund Admiral Shares | 4.45% | 4.05% | 2.03% | 0.64% | 2.31% | 2.48% | 2.20% | 1.26% | 1.30% | 0.94% | 0.68% | 0.57% |
VUSUX Vanguard Long-Term Treasury Fund Admiral Shares | 3.62% | 3.43% | 3.05% | 4.61% | 10.48% | 2.91% | 2.92% | 2.73% | 5.38% | 5.36% | 4.44% | 4.36% |
Drawdowns
VFIRX vs. VUSUX - Drawdown Comparison
The maximum VFIRX drawdown since its inception was -6.75%, smaller than the maximum VUSUX drawdown of -46.04%. Use the drawdown chart below to compare losses from any high point for VFIRX and VUSUX. For additional features, visit the drawdowns tool.
Volatility
VFIRX vs. VUSUX - Volatility Comparison
The current volatility for Vanguard Short-Term Treasury Fund Admiral Shares (VFIRX) is 0.52%, while Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX) has a volatility of 2.93%. This indicates that VFIRX experiences smaller price fluctuations and is considered to be less risky than VUSUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.