VLGSX vs. VFIRX
Compare and contrast key facts about Vanguard Long-Term Treasury Index Fund Admiral Shares (VLGSX) and Vanguard Short-Term Treasury Fund Admiral Shares (VFIRX).
VLGSX is managed by Vanguard. It was launched on Mar 1, 2010. VFIRX is managed by Vanguard. It was launched on Feb 13, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VLGSX or VFIRX.
Correlation
The correlation between VLGSX and VFIRX is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VLGSX vs. VFIRX - Performance Comparison
Key characteristics
VLGSX:
-0.35
VFIRX:
1.46
VLGSX:
-0.40
VFIRX:
2.38
VLGSX:
0.95
VFIRX:
1.30
VLGSX:
-0.11
VFIRX:
0.91
VLGSX:
-0.76
VFIRX:
5.76
VLGSX:
5.94%
VFIRX:
0.64%
VLGSX:
12.88%
VFIRX:
2.54%
VLGSX:
-46.41%
VFIRX:
-8.06%
VLGSX:
-39.32%
VFIRX:
-1.36%
Returns By Period
In the year-to-date period, VLGSX achieves a -5.42% return, which is significantly lower than VFIRX's 3.02% return. Over the past 10 years, VLGSX has underperformed VFIRX with an annualized return of -0.59%, while VFIRX has yielded a comparatively higher 1.04% annualized return.
VLGSX
-5.42%
-0.89%
-3.10%
-4.90%
-5.23%
-0.59%
VFIRX
3.02%
-0.20%
2.05%
3.71%
0.73%
1.04%
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VLGSX vs. VFIRX - Expense Ratio Comparison
VLGSX has a 0.07% expense ratio, which is lower than VFIRX's 0.10% 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%.
Risk-Adjusted Performance
VLGSX vs. VFIRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Long-Term Treasury Index Fund Admiral Shares (VLGSX) and Vanguard Short-Term Treasury Fund Admiral Shares (VFIRX). 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
VLGSX vs. VFIRX - Dividend Comparison
VLGSX's dividend yield for the trailing twelve months is around 3.82%, less than VFIRX's 4.15% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard Long-Term Treasury Index Fund Admiral Shares | 3.82% | 3.30% | 2.81% | 1.79% | 1.83% | 2.44% | 2.73% | 2.55% | 2.68% | 2.80% | 2.77% | 3.20% |
Vanguard Short-Term Treasury Fund Admiral Shares | 4.15% | 4.07% | 2.01% | 0.43% | 0.86% | 2.49% | 2.21% | 1.27% | 1.00% | 0.79% | 0.61% | 0.47% |
Drawdowns
VLGSX vs. VFIRX - Drawdown Comparison
The maximum VLGSX drawdown since its inception was -46.41%, which is greater than VFIRX's maximum drawdown of -8.06%. Use the drawdown chart below to compare losses from any high point for VLGSX and VFIRX. For additional features, visit the drawdowns tool.
Volatility
VLGSX vs. VFIRX - Volatility Comparison
Vanguard Long-Term Treasury Index Fund Admiral Shares (VLGSX) has a higher volatility of 3.65% compared to Vanguard Short-Term Treasury Fund Admiral Shares (VFIRX) at 0.53%. This indicates that VLGSX's price experiences larger fluctuations and is considered to be riskier than VFIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.