VUSTX vs. FNBGX
Compare and contrast key facts about Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) and Fidelity Long-Term Treasury Bond Index Fund (FNBGX).
VUSTX is managed by Vanguard. It was launched on May 19, 1986. FNBGX is managed by Fidelity. It was launched on Dec 20, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VUSTX or FNBGX.
Correlation
The correlation between VUSTX and FNBGX is -0.10. 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.
Performance
VUSTX vs. FNBGX - Performance Comparison
Key characteristics
VUSTX:
0.10
FNBGX:
0.11
VUSTX:
0.22
FNBGX:
0.28
VUSTX:
1.03
FNBGX:
1.03
VUSTX:
0.03
FNBGX:
0.05
VUSTX:
0.18
FNBGX:
0.27
VUSTX:
6.94%
FNBGX:
6.94%
VUSTX:
13.09%
FNBGX:
13.08%
VUSTX:
-46.21%
FNBGX:
-46.32%
VUSTX:
-38.85%
FNBGX:
-39.03%
Returns By Period
The year-to-date returns for both investments are quite close, with VUSTX having a 1.24% return and FNBGX slightly higher at 1.27%.
VUSTX
1.24%
-1.16%
-2.76%
1.35%
-8.52%
-0.22%
FNBGX
1.27%
-1.30%
-2.77%
1.43%
-8.53%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VUSTX vs. FNBGX - Expense Ratio Comparison
VUSTX has a 0.20% expense ratio, which is higher than FNBGX's 0.03% 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
VUSTX vs. FNBGX — Risk-Adjusted Performance Rank
VUSTX
FNBGX
VUSTX vs. FNBGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) and Fidelity Long-Term Treasury Bond Index Fund (FNBGX). 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
VUSTX vs. FNBGX - Dividend Comparison
VUSTX's dividend yield for the trailing twelve months is around 4.14%, more than FNBGX's 3.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUSTX Vanguard Long-Term Treasury Fund Investor Shares | 4.14% | 4.04% | 3.33% | 2.93% | 4.51% | 10.37% | 2.82% | 2.82% | 2.63% | 5.27% | 5.27% | 4.34% |
FNBGX Fidelity Long-Term Treasury Bond Index Fund | 3.82% | 3.76% | 3.20% | 3.00% | 2.05% | 2.13% | 2.64% | 2.95% | 0.69% | 0.00% | 0.00% | 0.00% |
Drawdowns
VUSTX vs. FNBGX - Drawdown Comparison
The maximum VUSTX drawdown since its inception was -46.21%, roughly equal to the maximum FNBGX drawdown of -46.32%. Use the drawdown chart below to compare losses from any high point for VUSTX and FNBGX. For additional features, visit the drawdowns tool.
Volatility
VUSTX vs. FNBGX - Volatility Comparison
Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) and Fidelity Long-Term Treasury Bond Index Fund (FNBGX) have volatilities of 4.01% and 4.08%, 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.