VFIUX vs. VFIRX
Compare and contrast key facts about Vanguard Intermediate-Term Treasury Fund Admiral Shares (VFIUX) and Vanguard Short-Term Treasury Fund Admiral Shares (VFIRX).
VFIUX is managed by Vanguard. It was launched on Feb 12, 2001. VFIRX is managed by Vanguard. It was launched on Feb 13, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFIUX or VFIRX.
Key characteristics
| VFIUX | VFIRX | |
|---|---|---|
| YTD Return | 4.68% | 4.19% |
| 1Y Return | 10.23% | 7.56% |
| 3Y Return (Ann) | -1.18% | 0.77% |
| 5Y Return (Ann) | 0.71% | 1.39% |
| 10Y Return (Ann) | 1.72% | 1.38% |
| Sharpe Ratio | 1.70 | 2.75 |
| Daily Std Dev | 5.75% | 2.75% |
| Max Drawdown | -15.31% | -6.75% |
| Current Drawdown | -4.74% | -0.10% |
Correlation
The correlation between VFIUX and VFIRX is 0.83, 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
VFIUX vs. VFIRX - Performance Comparison
In the year-to-date period, VFIUX achieves a 4.68% return, which is significantly higher than VFIRX's 4.19% return. Over the past 10 years, VFIUX has outperformed VFIRX with an annualized return of 1.72%, while VFIRX has yielded a comparatively lower 1.38% 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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VFIUX vs. VFIRX - Expense Ratio Comparison
Both VFIUX and VFIRX 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
VFIUX vs. VFIRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Treasury Fund Admiral Shares (VFIUX) and Vanguard Short-Term Treasury Fund Admiral Shares (VFIRX). 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
VFIUX vs. VFIRX - Dividend Comparison
VFIUX's dividend yield for the trailing twelve months is around 3.91%, less than VFIRX's 4.45% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFIUX Vanguard Intermediate-Term Treasury Fund Admiral Shares | 3.91% | 3.56% | 2.07% | 1.19% | 4.96% | 2.41% | 2.44% | 1.85% | 2.87% | 2.46% | 1.96% | 1.97% |
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% |
Drawdowns
VFIUX vs. VFIRX - Drawdown Comparison
The maximum VFIUX drawdown since its inception was -15.31%, which is greater than VFIRX's maximum drawdown of -6.75%. Use the drawdown chart below to compare losses from any high point for VFIUX and VFIRX. For additional features, visit the drawdowns tool.
Volatility
VFIUX vs. VFIRX - Volatility Comparison
Vanguard Intermediate-Term Treasury Fund Admiral Shares (VFIUX) has a higher volatility of 1.12% compared to Vanguard Short-Term Treasury Fund Admiral Shares (VFIRX) at 0.52%. This indicates that VFIUX's price experiences larger fluctuations and is considered to be riskier than VFIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.