VSGBX vs. GUSTX
Compare and contrast key facts about Vanguard Short-Term Federal Fund Investor Shares (VSGBX) and GMO U.S. Treasury Fund (GUSTX).
VSGBX is managed by Vanguard. It was launched on Dec 31, 1987. GUSTX is managed by GMO. It was launched on Mar 16, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSGBX or GUSTX.
Correlation
The correlation between VSGBX and GUSTX is 0.13, 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
VSGBX vs. GUSTX - Performance Comparison
Key characteristics
VSGBX:
1.95
GUSTX:
2.81
VSGBX:
3.10
GUSTX:
7.85
VSGBX:
1.39
GUSTX:
4.20
VSGBX:
1.15
GUSTX:
19.46
VSGBX:
8.93
GUSTX:
66.40
VSGBX:
0.52%
GUSTX:
0.06%
VSGBX:
2.35%
GUSTX:
1.40%
VSGBX:
-8.36%
GUSTX:
-0.72%
VSGBX:
-0.22%
GUSTX:
0.00%
Returns By Period
In the year-to-date period, VSGBX achieves a 0.20% return, which is significantly lower than GUSTX's 0.54% return. Both investments have delivered pretty close results over the past 10 years, with VSGBX having a 1.21% annualized return and GUSTX not far behind at 1.20%.
VSGBX
0.20%
0.20%
0.85%
4.70%
0.84%
1.21%
GUSTX
0.54%
0.34%
1.66%
3.92%
2.13%
1.20%
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VSGBX vs. GUSTX - Expense Ratio Comparison
VSGBX has a 0.20% expense ratio, which is higher than GUSTX's 0.01% 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%.
Risk-Adjusted Performance
VSGBX vs. GUSTX — Risk-Adjusted Performance Rank
VSGBX
GUSTX
VSGBX vs. GUSTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Federal Fund Investor Shares (VSGBX) and GMO U.S. Treasury Fund (GUSTX). 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
VSGBX vs. GUSTX - Dividend Comparison
VSGBX's dividend yield for the trailing twelve months is around 3.19%, less than GUSTX's 3.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSGBX Vanguard Short-Term Federal Fund Investor Shares | 3.19% | 3.48% | 3.32% | 1.66% | 0.48% | 1.30% | 2.31% | 1.91% | 1.30% | 1.08% | 0.87% | 0.61% |
GUSTX GMO U.S. Treasury Fund | 3.63% | 3.70% | 4.05% | 1.95% | 0.08% | 0.49% | 1.13% | 0.00% | 0.00% | 0.05% | 0.04% | 0.01% |
Drawdowns
VSGBX vs. GUSTX - Drawdown Comparison
The maximum VSGBX drawdown since its inception was -8.36%, which is greater than GUSTX's maximum drawdown of -0.72%. Use the drawdown chart below to compare losses from any high point for VSGBX and GUSTX. For additional features, visit the drawdowns tool.
Volatility
VSGBX vs. GUSTX - Volatility Comparison
Vanguard Short-Term Federal Fund Investor Shares (VSGBX) has a higher volatility of 0.51% compared to GMO U.S. Treasury Fund (GUSTX) at 0.34%. This indicates that VSGBX's price experiences larger fluctuations and is considered to be riskier than GUSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.