VUSTX vs. TLT
Compare and contrast key facts about Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) and iShares 20+ Year Treasury Bond ETF (TLT).
VUSTX is managed by Vanguard. It was launched on May 19, 1986. 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: VUSTX or TLT.
Correlation
The correlation between VUSTX and TLT is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VUSTX vs. TLT - Performance Comparison
Key characteristics
VUSTX:
0.34
TLT:
0.23
VUSTX:
0.56
TLT:
0.41
VUSTX:
1.07
TLT:
1.05
VUSTX:
0.11
TLT:
0.07
VUSTX:
0.68
TLT:
0.44
VUSTX:
6.55%
TLT:
7.34%
VUSTX:
12.94%
TLT:
14.26%
VUSTX:
-46.21%
TLT:
-48.35%
VUSTX:
-38.82%
TLT:
-41.98%
Returns By Period
The year-to-date returns for both stocks are quite close, with VUSTX having a 1.28% return and TLT slightly lower at 1.27%. Over the past 10 years, VUSTX has outperformed TLT with an annualized return of -0.92%, while TLT has yielded a comparatively lower -1.37% annualized return.
VUSTX
1.28%
-3.20%
-3.79%
3.91%
-8.84%
-0.92%
TLT
1.27%
-3.66%
-4.78%
2.64%
-9.85%
-1.37%
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. TLT - Expense Ratio Comparison
VUSTX 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
VUSTX vs. TLT — Risk-Adjusted Performance Rank
VUSTX
TLT
VUSTX vs. TLT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) 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
VUSTX vs. TLT - Dividend Comparison
VUSTX's dividend yield for the trailing twelve months is around 4.11%, less than TLT's 4.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUSTX Vanguard Long-Term Treasury Fund Investor Shares | 4.11% | 4.04% | 3.33% | 2.93% | 4.51% | 10.37% | 2.82% | 2.82% | 2.63% | 5.27% | 5.52% | 4.34% |
TLT iShares 20+ Year Treasury Bond ETF | 4.30% | 4.30% | 3.38% | 2.67% | 1.50% | 1.50% | 2.27% | 2.63% | 2.43% | 2.60% | 2.61% | 2.67% |
Drawdowns
VUSTX vs. TLT - Drawdown Comparison
The maximum VUSTX drawdown since its inception was -46.21%, roughly equal to the maximum TLT drawdown of -48.35%. Use the drawdown chart below to compare losses from any high point for VUSTX and TLT. For additional features, visit the drawdowns tool.
Volatility
VUSTX vs. TLT - Volatility Comparison
The current volatility for Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) is 5.13%, while iShares 20+ Year Treasury Bond ETF (TLT) has a volatility of 5.56%. This indicates that VUSTX 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.