VSGBX vs. TLT
Compare and contrast key facts about Vanguard Short-Term Federal Fund Investor Shares (VSGBX) and iShares 20+ Year Treasury Bond ETF (TLT).
VSGBX is managed by Vanguard. It was launched on Dec 31, 1987. TLT is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. 20+ Year Treasury Bond Index. It was launched on Jul 26, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSGBX or TLT.
Correlation
The correlation between VSGBX and TLT is 0.62, 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
VSGBX vs. TLT - Performance Comparison
Key characteristics
VSGBX:
2.09
TLT:
0.04
VSGBX:
3.33
TLT:
0.15
VSGBX:
1.42
TLT:
1.02
VSGBX:
1.22
TLT:
0.01
VSGBX:
9.54
TLT:
0.08
VSGBX:
0.51%
TLT:
6.85%
VSGBX:
2.35%
TLT:
13.80%
VSGBX:
-8.36%
TLT:
-48.35%
VSGBX:
-0.02%
TLT:
-41.00%
Returns By Period
In the year-to-date period, VSGBX achieves a 0.39% return, which is significantly lower than TLT's 2.98% return. Over the past 10 years, VSGBX has outperformed TLT with an annualized return of 1.22%, while TLT has yielded a comparatively lower -1.16% annualized return.
VSGBX
0.39%
0.39%
1.05%
5.12%
0.88%
1.22%
TLT
2.98%
2.77%
-7.02%
0.75%
-7.19%
-1.16%
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VSGBX vs. TLT - Expense Ratio Comparison
VSGBX has a 0.20% expense ratio, which is higher than TLT's 0.15% 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. TLT — Risk-Adjusted Performance Rank
VSGBX
TLT
VSGBX vs. TLT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Federal Fund Investor Shares (VSGBX) 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.
Dividends
VSGBX vs. TLT - Dividend Comparison
VSGBX's dividend yield for the trailing twelve months is around 3.18%, less than TLT's 4.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSGBX Vanguard Short-Term Federal Fund Investor Shares | 3.18% | 3.48% | 3.32% | 1.66% | 0.48% | 1.30% | 2.31% | 1.91% | 1.30% | 1.08% | 0.87% | 0.61% |
TLT iShares 20+ Year Treasury Bond ETF | 4.19% | 4.30% | 3.38% | 2.67% | 1.50% | 1.50% | 2.27% | 2.63% | 2.43% | 2.60% | 2.61% | 2.67% |
Drawdowns
VSGBX vs. TLT - Drawdown Comparison
The maximum VSGBX drawdown since its inception was -8.36%, smaller than the maximum TLT drawdown of -48.35%. Use the drawdown chart below to compare losses from any high point for VSGBX and TLT. For additional features, visit the drawdowns tool.
Volatility
VSGBX vs. TLT - Volatility Comparison
The current volatility for Vanguard Short-Term Federal Fund Investor Shares (VSGBX) is 0.51%, while iShares 20+ Year Treasury Bond ETF (TLT) has a volatility of 3.93%. This indicates that VSGBX experiences smaller price fluctuations and is considered to be less risky than TLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.