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VLGSX vs. TLT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VLGSX vs. TLT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Long-Term Treasury Index Fund Admiral Shares (VLGSX) and iShares 20+ Year Treasury Bond ETF (TLT). The values are adjusted to include any dividend payments, if applicable.

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VLGSX vs. TLT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VLGSX
Vanguard Long-Term Treasury Index Fund Admiral Shares
-0.20%5.42%-6.17%3.66%-29.48%-4.99%17.70%14.31%-1.62%8.65%
TLT
iShares 20+ Year Treasury Bond ETF
0.17%4.25%-8.05%2.77%-31.23%-4.60%18.15%14.12%-1.61%9.18%

Returns By Period

In the year-to-date period, VLGSX achieves a -0.20% return, which is significantly lower than TLT's 0.17% return. Over the past 10 years, VLGSX has outperformed TLT with an annualized return of -0.85%, while TLT has yielded a comparatively lower -1.38% annualized return.


VLGSX

1D
1.25%
1M
-3.96%
YTD
-0.20%
6M
-0.48%
1Y
0.43%
3Y*
-1.42%
5Y*
-4.56%
10Y*
-0.85%

TLT

1D
-0.10%
1M
-4.23%
YTD
0.17%
6M
-0.87%
1Y
-0.49%
3Y*
-2.78%
5Y*
-5.85%
10Y*
-1.38%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VLGSX vs. TLT - Expense Ratio Comparison

VLGSX has a 0.07% expense ratio, which is lower than TLT's 0.15% expense ratio. Despite the difference, 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

VLGSX vs. TLT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VLGSX
VLGSX Risk / Return Rank: 99
Overall Rank
VLGSX Sharpe Ratio Rank: 88
Sharpe Ratio Rank
VLGSX Sortino Ratio Rank: 77
Sortino Ratio Rank
VLGSX Omega Ratio Rank: 77
Omega Ratio Rank
VLGSX Calmar Ratio Rank: 1212
Calmar Ratio Rank
VLGSX Martin Ratio Rank: 1010
Martin Ratio Rank

TLT
TLT Risk / Return Rank: 1212
Overall Rank
TLT Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
TLT Sortino Ratio Rank: 1010
Sortino Ratio Rank
TLT Omega Ratio Rank: 1010
Omega Ratio Rank
TLT Calmar Ratio Rank: 1414
Calmar Ratio Rank
TLT Martin Ratio Rank: 1313
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VLGSX vs. TLT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Long-Term Treasury Index Fund Admiral Shares (VLGSX) and iShares 20+ Year Treasury Bond ETF (TLT). 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.


VLGSXTLTDifference

Sharpe ratio

Return per unit of total volatility

0.12

-0.04

+0.17

Sortino ratio

Return per unit of downside risk

0.24

0.02

+0.22

Omega ratio

Gain probability vs. loss probability

1.03

1.00

+0.03

Calmar ratio

Return relative to maximum drawdown

0.30

0.05

+0.25

Martin ratio

Return relative to average drawdown

0.66

0.11

+0.55

VLGSX vs. TLT - Sharpe Ratio Comparison

The current VLGSX Sharpe Ratio is 0.12, which is higher than the TLT Sharpe Ratio of -0.04. The chart below compares the historical Sharpe Ratios of VLGSX and TLT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VLGSXTLTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.12

-0.04

+0.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.31

-0.37

+0.06

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.06

-0.09

+0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.18

0.26

-0.08

Correlation

The correlation between VLGSX and TLT is 0.99, 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.


Dividends

VLGSX vs. TLT - Dividend Comparison

VLGSX's dividend yield for the trailing twelve months is around 4.08%, less than TLT's 4.49% yield.


TTM20252024202320222021202020192018201720162015
VLGSX
Vanguard Long-Term Treasury Index Fund Admiral Shares
4.08%4.41%4.65%3.30%2.80%1.85%2.13%2.45%2.72%2.55%2.46%2.80%
TLT
iShares 20+ Year Treasury Bond ETF
4.49%4.43%4.30%3.38%2.67%1.50%1.50%2.27%2.63%2.43%2.60%2.61%

Drawdowns

VLGSX vs. TLT - Drawdown Comparison

The maximum VLGSX drawdown since its inception was -46.22%, roughly equal to the maximum TLT drawdown of -48.35%. Use the drawdown chart below to compare losses from any high point for VLGSX and TLT.


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Drawdown Indicators


VLGSXTLTDifference

Max Drawdown

Largest peak-to-trough decline

-46.22%

-48.35%

+2.13%

Max Drawdown (1Y)

Largest decline over 1 year

-8.49%

-9.23%

+0.74%

Max Drawdown (5Y)

Largest decline over 5 years

-41.02%

-43.70%

+2.68%

Max Drawdown (10Y)

Largest decline over 10 years

-46.22%

-48.35%

+2.13%

Current Drawdown

Current decline from peak

-36.44%

-40.17%

+3.73%

Average Drawdown

Average peak-to-trough decline

-14.89%

-13.62%

-1.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.86%

4.38%

-0.52%

Volatility

VLGSX vs. TLT - Volatility Comparison

Vanguard Long-Term Treasury Index Fund Admiral Shares (VLGSX) and iShares 20+ Year Treasury Bond ETF (TLT) have volatilities of 3.62% and 3.71%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VLGSXTLTDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.62%

3.71%

-0.09%

Volatility (6M)

Calculated over the trailing 6-month period

6.07%

6.61%

-0.54%

Volatility (1Y)

Calculated over the trailing 1-year period

10.37%

11.44%

-1.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.58%

15.90%

-1.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.73%

14.93%

-1.20%