VFISX vs. VFITX
Compare and contrast key facts about Vanguard Short-Term Treasury Fund Investor Shares (VFISX) and Vanguard Intermediate-Term Treasury Fund Investor Shares (VFITX).
VFISX is managed by Vanguard. It was launched on Oct 28, 1991. VFITX is managed by Vanguard. It was launched on Oct 28, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFISX or VFITX.
Key characteristics
| VFISX | VFITX | |
|---|---|---|
| YTD Return | 4.12% | 4.92% |
| 1Y Return | 7.23% | 9.53% |
| 3Y Return (Ann) | 0.67% | -1.13% |
| 5Y Return (Ann) | 1.31% | 0.74% |
| 10Y Return (Ann) | 1.29% | 1.68% |
| Sharpe Ratio | 2.64 | 1.68 |
| Daily Std Dev | 2.74% | 5.74% |
| Max Drawdown | -6.87% | -15.49% |
| Current Drawdown | -0.10% | -4.86% |
Correlation
The correlation between VFISX and VFITX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VFISX vs. VFITX - Performance Comparison
In the year-to-date period, VFISX achieves a 4.12% return, which is significantly lower than VFITX's 4.92% return. Over the past 10 years, VFISX has underperformed VFITX with an annualized return of 1.29%, while VFITX has yielded a comparatively higher 1.68% 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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VFISX vs. VFITX - Expense Ratio Comparison
Both VFISX and VFITX have an expense ratio of 0.20%, 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
VFISX vs. VFITX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Treasury Fund Investor Shares (VFISX) and Vanguard Intermediate-Term Treasury Fund Investor Shares (VFITX). 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
VFISX vs. VFITX - Dividend Comparison
VFISX's dividend yield for the trailing twelve months is around 4.35%, more than VFITX's 3.81% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFISX Vanguard Short-Term Treasury Fund Investor Shares | 4.35% | 3.95% | 1.93% | 0.54% | 2.21% | 2.38% | 2.10% | 1.16% | 1.19% | 0.84% | 0.58% | 0.47% |
VFITX Vanguard Intermediate-Term Treasury Fund Investor Shares | 3.81% | 3.46% | 1.97% | 1.08% | 4.86% | 2.31% | 2.34% | 1.75% | 2.77% | 2.37% | 1.86% | 1.88% |
Drawdowns
VFISX vs. VFITX - Drawdown Comparison
The maximum VFISX drawdown since its inception was -6.87%, smaller than the maximum VFITX drawdown of -15.49%. Use the drawdown chart below to compare losses from any high point for VFISX and VFITX. For additional features, visit the drawdowns tool.
Volatility
VFISX vs. VFITX - Volatility Comparison
The current volatility for Vanguard Short-Term Treasury Fund Investor Shares (VFISX) is 0.54%, while Vanguard Intermediate-Term Treasury Fund Investor Shares (VFITX) has a volatility of 1.08%. This indicates that VFISX experiences smaller price fluctuations and is considered to be less risky than VFITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.