VLGIX vs. GLD
Compare and contrast key facts about Vanguard Long-Term Treasury Index Fund Institutional Shares (VLGIX) and SPDR Gold Trust (GLD).
VLGIX is managed by Vanguard. It was launched on Jul 30, 2010. GLD is a passively managed fund by State Street that tracks the performance of the Gold Bullion. It was launched on Nov 18, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VLGIX or GLD.
Correlation
The correlation between VLGIX and GLD is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
VLGIX vs. GLD - Performance Comparison
Key characteristics
VLGIX:
-0.06
GLD:
2.76
VLGIX:
0.00
GLD:
3.51
VLGIX:
1.00
GLD:
1.47
VLGIX:
-0.02
GLD:
5.17
VLGIX:
-0.13
GLD:
14.10
VLGIX:
5.92%
GLD:
2.98%
VLGIX:
12.37%
GLD:
15.25%
VLGIX:
-46.38%
GLD:
-45.56%
VLGIX:
-39.08%
GLD:
-0.37%
Returns By Period
In the year-to-date period, VLGIX achieves a 1.43% return, which is significantly lower than GLD's 10.43% return. Over the past 10 years, VLGIX has underperformed GLD with an annualized return of -0.73%, while GLD has yielded a comparatively higher 8.55% annualized return.
VLGIX
1.43%
3.76%
-6.17%
-0.71%
-6.15%
-0.73%
GLD
10.43%
7.73%
17.25%
42.91%
12.55%
8.55%
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VLGIX vs. GLD - Expense Ratio Comparison
VLGIX has a 0.05% expense ratio, which is lower than GLD's 0.40% expense ratio.
Risk-Adjusted Performance
VLGIX vs. GLD — Risk-Adjusted Performance Rank
VLGIX
GLD
VLGIX vs. GLD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Long-Term Treasury Index Fund Institutional Shares (VLGIX) and SPDR Gold Trust (GLD). 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
VLGIX vs. GLD - Dividend Comparison
VLGIX's dividend yield for the trailing twelve months is around 4.30%, while GLD has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VLGIX Vanguard Long-Term Treasury Index Fund Institutional Shares | 4.30% | 4.31% | 3.31% | 2.82% | 1.81% | 1.84% | 2.46% | 2.73% | 2.57% | 2.70% | 2.82% | 2.79% |
GLD SPDR Gold Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VLGIX vs. GLD - Drawdown Comparison
The maximum VLGIX drawdown since its inception was -46.38%, roughly equal to the maximum GLD drawdown of -45.56%. Use the drawdown chart below to compare losses from any high point for VLGIX and GLD. For additional features, visit the drawdowns tool.
Volatility
VLGIX vs. GLD - Volatility Comparison
The current volatility for Vanguard Long-Term Treasury Index Fund Institutional Shares (VLGIX) is 3.08%, while SPDR Gold Trust (GLD) has a volatility of 3.54%. This indicates that VLGIX experiences smaller price fluctuations and is considered to be less risky than GLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.