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 -0.26. 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. TLT - Performance Comparison
Key characteristics
VUSTX:
0.10
TLT:
0.01
VUSTX:
0.22
TLT:
0.09
VUSTX:
1.03
TLT:
1.01
VUSTX:
0.03
TLT:
-0.00
VUSTX:
0.18
TLT:
-0.01
VUSTX:
6.94%
TLT:
7.81%
VUSTX:
13.09%
TLT:
14.43%
VUSTX:
-46.21%
TLT:
-48.35%
VUSTX:
-38.85%
TLT:
-42.09%
Returns By Period
In the year-to-date period, VUSTX achieves a 1.24% return, which is significantly higher than TLT's 1.08% return. Over the past 10 years, VUSTX has outperformed TLT with an annualized return of -0.22%, while TLT has yielded a comparatively lower -0.62% annualized return.
VUSTX
1.24%
-1.16%
-2.76%
1.35%
-8.52%
-0.22%
TLT
1.08%
-1.69%
-3.86%
0.07%
-9.49%
-0.62%
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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 4.14%, less than TLT's 4.35% 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% |
TLT iShares 20+ Year Treasury Bond ETF | 4.35% | 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 4.01%, while iShares 20+ Year Treasury Bond ETF (TLT) has a volatility of 4.67%. 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.