VFIUX vs. VGSH

In the year-to-date period, VFIUX achieves a 3.15% return, which is significantly higher than VGSH's 1.94% return. Over the past 10 years, VFIUX has underperformed VGSH with an annualized return of 0.81%, while VGSH has yielded a comparatively higher 1.49% annualized return.

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VFIUX has a 0.10% expense ratio, which is higher than VGSH's 0.04% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Treasury Fund Admiral Shares (VFIUX) and Vanguard Short-Term Treasury ETF (VGSH). 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.

The current VFIUX Sharpe Ratio is 1.15, which is lower than the VGSH Sharpe Ratio of 3.43. The chart below compares the historical Sharpe Ratios of VFIUX and VGSH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VFIUX's dividend yield for the trailing twelve months is around 3.72%, less than VGSH's 4.16% yield.

The maximum VFIUX drawdown since its inception was -18.44%, which is greater than VGSH's maximum drawdown of -5.70%. Use the drawdown chart below to compare losses from any high point for VFIUX and VGSH. For additional features, visit the drawdowns tool.

Vanguard Intermediate-Term Treasury Fund Admiral Shares (VFIUX) has a higher volatility of 1.70% compared to Vanguard Short-Term Treasury ETF (VGSH) at 0.60%. This indicates that VFIUX's price experiences larger fluctuations and is considered to be riskier than VGSH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.