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:
0.11
TLT:
0.04
VUSTX:
0.24
TLT:
0.15
VUSTX:
1.03
TLT:
1.02
VUSTX:
0.03
TLT:
0.01
VUSTX:
0.22
TLT:
0.08
VUSTX:
6.22%
TLT:
6.85%
VUSTX:
12.57%
TLT:
13.80%
VUSTX:
-51.32%
TLT:
-48.35%
VUSTX:
-44.16%
TLT:
-41.00%
Returns By Period
In the year-to-date period, VUSTX achieves a 2.15% return, which is significantly lower than TLT's 2.98% return. Over the past 10 years, VUSTX has underperformed TLT with an annualized return of -2.35%, while TLT has yielded a comparatively higher -1.16% annualized return.
VUSTX
2.15%
2.41%
-6.28%
1.59%
-8.38%
-2.35%
TLT
2.98%
2.77%
-7.02%
0.75%
-7.19%
-1.16%
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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 3.64%, less than TLT's 4.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUSTX Vanguard Long-Term Treasury Fund Investor Shares | 3.64% | 4.03% | 3.32% | 2.95% | 1.88% | 2.01% | 2.53% | 2.82% | 2.65% | 2.85% | 2.88% | 2.87% |
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
VUSTX vs. TLT - Drawdown Comparison
The maximum VUSTX drawdown since its inception was -51.32%, which is greater than TLT's maximum 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 3.64%, while iShares 20+ Year Treasury Bond ETF (TLT) has a volatility of 3.93%. 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.