VMFVX vs. VUSUX
Compare and contrast key facts about Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Shares (VMFVX) and Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX).
VMFVX is managed by Vanguard. It was launched on Nov 2, 2010. VUSUX is managed by Vanguard. It was launched on Feb 12, 2001.
Performance
VMFVX vs. VUSUX - Performance Comparison
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VMFVX vs. VUSUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VMFVX Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Shares | -1.26% | 7.57% | 10.59% | 16.49% | -7.03% | 30.54% | 3.68% | 26.18% | -11.90% | 12.27% |
VUSUX Vanguard Long-Term Treasury Fund Admiral Shares | -0.54% | 5.66% | -6.30% | 3.43% | -29.51% | -4.71% | 18.10% | 14.26% | -1.80% | 8.72% |
Returns By Period
In the year-to-date period, VMFVX achieves a -1.26% return, which is significantly lower than VUSUX's -0.54% return. Over the past 10 years, VMFVX has outperformed VUSUX with an annualized return of 9.82%, while VUSUX has yielded a comparatively lower -0.83% annualized return.
VMFVX
- 1D
- -0.21%
- 1M
- -7.37%
- YTD
- -1.26%
- 6M
- 0.78%
- 1Y
- 10.31%
- 3Y*
- 10.10%
- 5Y*
- 7.00%
- 10Y*
- 9.82%
VUSUX
- 1D
- 1.29%
- 1M
- -4.37%
- YTD
- -0.54%
- 6M
- -0.69%
- 1Y
- 0.31%
- 3Y*
- -1.53%
- 5Y*
- -4.62%
- 10Y*
- -0.83%
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VMFVX vs. VUSUX - Expense Ratio Comparison
VMFVX has a 0.08% expense ratio, which is lower than VUSUX'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%.
Return for Risk
VMFVX vs. VUSUX — Risk / Return Rank
VMFVX
VUSUX
VMFVX vs. VUSUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Shares (VMFVX) 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.
| VMFVX | VUSUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 0.14 | +0.39 |
Sortino ratioReturn per unit of downside risk | 0.88 | 0.25 | +0.63 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.03 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.61 | 0.32 | +0.29 |
Martin ratioReturn relative to average drawdown | 2.33 | 0.71 | +1.62 |
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
| VMFVX | VUSUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 0.14 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.36 | -0.32 | +0.68 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | -0.06 | +0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.30 | +0.19 |
Correlation
The correlation between VMFVX and VUSUX is -0.25. 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
VMFVX vs. VUSUX - Dividend Comparison
VMFVX's dividend yield for the trailing twelve months is around 1.91%, less than VUSUX's 4.11% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMFVX Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Shares | 1.91% | 1.88% | 1.81% | 1.58% | 2.04% | 1.81% | 2.48% | 1.94% | 2.01% | 1.56% | 1.42% | 1.73% |
VUSUX Vanguard Long-Term Treasury Fund Admiral Shares | 4.11% | 4.39% | 4.15% | 3.43% | 3.05% | 4.46% | 10.28% | 2.92% | 2.91% | 2.74% | 5.38% | 5.62% |
Drawdowns
VMFVX vs. VUSUX - Drawdown Comparison
The maximum VMFVX drawdown since its inception was -45.79%, roughly equal to the maximum VUSUX drawdown of -46.12%. Use the drawdown chart below to compare losses from any high point for VMFVX and VUSUX.
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Drawdown Indicators
| VMFVX | VUSUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.79% | -46.12% | +0.33% |
Max Drawdown (1Y)Largest decline over 1 year | -14.52% | -8.76% | -5.76% |
Max Drawdown (5Y)Largest decline over 5 years | -22.46% | -41.34% | +18.88% |
Max Drawdown (10Y)Largest decline over 10 years | -45.79% | -46.12% | +0.33% |
Current DrawdownCurrent decline from peak | -9.66% | -36.34% | +26.68% |
Average DrawdownAverage peak-to-trough decline | -5.52% | -11.36% | +5.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.81% | 3.93% | -0.12% |
Volatility
VMFVX vs. VUSUX - Volatility Comparison
Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Shares (VMFVX) has a higher volatility of 4.65% compared to Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX) at 3.68%. This indicates that VMFVX's price experiences larger fluctuations and is considered to be riskier than VUSUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VMFVX | VUSUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.65% | 3.68% | +0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 11.12% | 6.11% | +5.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.51% | 10.51% | +10.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.52% | 14.64% | +4.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.87% | 13.79% | +8.08% |