VFTAX vs. VFIUX
Compare and contrast key facts about Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) and Vanguard Intermediate-Term Treasury Fund Admiral Shares (VFIUX).
VFTAX is managed by Vanguard. It was launched on Feb 7, 2019. VFIUX is managed by Vanguard. It was launched on Feb 12, 2001.
Performance
VFTAX vs. VFIUX - Performance Comparison
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VFTAX vs. VFIUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
VFTAX Vanguard FTSE Social Index Fund Admiral Shares | -7.52% | 17.25% | 25.97% | 31.78% | -24.22% | 27.70% | 22.63% | 23.59% |
VFIUX Vanguard Intermediate-Term Treasury Fund Admiral Shares | -0.46% | 7.65% | 1.49% | 3.85% | -10.34% | -2.30% | 8.31% | 5.97% |
Returns By Period
In the year-to-date period, VFTAX achieves a -7.52% return, which is significantly lower than VFIUX's -0.46% return.
VFTAX
- 1D
- 3.30%
- 1M
- -5.55%
- YTD
- -7.52%
- 6M
- -5.72%
- 1Y
- 15.05%
- 3Y*
- 17.90%
- 5Y*
- 10.43%
- 10Y*
- —
VFIUX
- 1D
- 0.10%
- 1M
- -1.68%
- YTD
- -0.46%
- 6M
- 0.42%
- 1Y
- 3.62%
- 3Y*
- 3.17%
- 5Y*
- 0.31%
- 10Y*
- 1.39%
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VFTAX vs. VFIUX - Expense Ratio Comparison
VFTAX has a 0.14% expense ratio, which is higher than VFIUX's 0.10% 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%.
Return for Risk
VFTAX vs. VFIUX — Risk / Return Rank
VFTAX
VFIUX
VFTAX vs. VFIUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) and Vanguard Intermediate-Term Treasury Fund Admiral Shares (VFIUX). 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.
| VFTAX | VFIUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 0.90 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.36 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.16 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 1.54 | -0.22 |
Martin ratioReturn relative to average drawdown | 5.15 | 4.71 | +0.45 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VFTAX | VFIUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 0.90 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.05 | +0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.30 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.69 | +0.01 |
Correlation
The correlation between VFTAX and VFIUX is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
VFTAX vs. VFIUX - Dividend Comparison
VFTAX's dividend yield for the trailing twelve months is around 0.96%, less than VFIUX's 3.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFTAX Vanguard FTSE Social Index Fund Admiral Shares | 0.96% | 0.85% | 0.99% | 1.10% | 1.34% | 0.94% | 1.21% | 1.43% | 0.00% | 0.00% | 0.00% | 0.00% |
VFIUX Vanguard Intermediate-Term Treasury Fund Admiral Shares | 3.67% | 3.99% | 4.16% | 3.25% | 2.07% | 1.07% | 4.94% | 2.40% | 2.44% | 1.86% | 2.87% | 2.60% |
Drawdowns
VFTAX vs. VFIUX - Drawdown Comparison
The maximum VFTAX drawdown since its inception was -34.20%, which is greater than VFIUX's maximum drawdown of -15.41%. Use the drawdown chart below to compare losses from any high point for VFTAX and VFIUX.
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Drawdown Indicators
| VFTAX | VFIUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.20% | -15.41% | -18.79% |
Max Drawdown (1Y)Largest decline over 1 year | -12.15% | -2.85% | -9.30% |
Max Drawdown (5Y)Largest decline over 5 years | -29.12% | -14.88% | -14.24% |
Max Drawdown (10Y)Largest decline over 10 years | — | -15.41% | — |
Current DrawdownCurrent decline from peak | -8.93% | -2.16% | -6.77% |
Average DrawdownAverage peak-to-trough decline | -6.39% | -2.80% | -3.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.12% | 0.93% | +2.19% |
Volatility
VFTAX vs. VFIUX - Volatility Comparison
Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) has a higher volatility of 5.93% compared to Vanguard Intermediate-Term Treasury Fund Admiral Shares (VFIUX) at 1.44%. This indicates that VFTAX's price experiences larger fluctuations and is considered to be riskier than VFIUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VFTAX | VFIUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.93% | 1.44% | +4.49% |
Volatility (6M)Calculated over the trailing 6-month period | 10.54% | 2.57% | +7.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.55% | 4.30% | +15.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.35% | 5.59% | +12.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.92% | 4.66% | +16.26% |