VFIUX vs. VUSUX
Compare and contrast key facts about Vanguard Intermediate-Term Treasury Fund Admiral Shares (VFIUX) and Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX).
VFIUX is managed by Vanguard. It was launched on Feb 12, 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: VFIUX or VUSUX.
Key characteristics
| VFIUX | VUSUX | |
|---|---|---|
| YTD Return | 4.68% | 3.11% |
| 1Y Return | 10.23% | 13.94% |
| 3Y Return (Ann) | -1.18% | -9.54% |
| 5Y Return (Ann) | 0.71% | -3.90% |
| 10Y Return (Ann) | 1.72% | 1.23% |
| Sharpe Ratio | 1.70 | 0.74 |
| Daily Std Dev | 5.75% | 15.27% |
| Max Drawdown | -15.31% | -46.04% |
| Current Drawdown | -4.74% | -33.23% |
Correlation
The correlation between VFIUX and VUSUX is 0.87, 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. VUSUX - Performance Comparison
In the year-to-date period, VFIUX achieves a 4.68% return, which is significantly higher than VUSUX's 3.11% return. Over the past 10 years, VFIUX has outperformed VUSUX with an annualized return of 1.72%, 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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VFIUX vs. VUSUX - Expense Ratio Comparison
Both VFIUX 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
VFIUX vs. VUSUX - 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 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
VFIUX vs. VUSUX - Dividend Comparison
VFIUX's dividend yield for the trailing twelve months is around 3.91%, more than VUSUX's 3.62% 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% |
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
VFIUX vs. VUSUX - Drawdown Comparison
The maximum VFIUX drawdown since its inception was -15.31%, smaller than the maximum VUSUX drawdown of -46.04%. Use the drawdown chart below to compare losses from any high point for VFIUX and VUSUX. For additional features, visit the drawdowns tool.
Volatility
VFIUX vs. VUSUX - Volatility Comparison
The current volatility for Vanguard Intermediate-Term Treasury Fund Admiral Shares (VFIUX) is 1.12%, while Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX) has a volatility of 2.93%. This indicates that VFIUX 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.