Correlation
The correlation between VUSTX and VGLT is -0.27. 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.
VUSTX vs. VGLT
Compare and contrast key facts about Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) and Vanguard Long-Term Treasury ETF (VGLT).
VUSTX is managed by Vanguard. It was launched on May 19, 1986. VGLT is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. Long Government Float Adjusted Index. It was launched on Nov 19, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VUSTX or VGLT.
Performance
VUSTX vs. VGLT - Performance Comparison
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Key characteristics
VUSTX:
0.10
VGLT:
0.12
VUSTX:
0.20
VGLT:
0.23
VUSTX:
1.02
VGLT:
1.03
VUSTX:
0.03
VGLT:
0.03
VUSTX:
0.14
VGLT:
0.17
VUSTX:
7.45%
VGLT:
7.39%
VUSTX:
13.15%
VGLT:
13.08%
VUSTX:
-46.21%
VGLT:
-46.18%
VUSTX:
-39.47%
VGLT:
-39.35%
Returns By Period
In the year-to-date period, VUSTX achieves a 0.21% return, which is significantly lower than VGLT's 0.73% return. Over the past 10 years, VUSTX has underperformed VGLT with an annualized return of -0.32%, while VGLT has yielded a comparatively higher -0.25% annualized return.
VUSTX
0.21%
-3.23%
-5.20%
1.32%
-5.21%
-8.66%
-0.32%
VGLT
0.73%
-2.95%
-4.83%
1.50%
-4.95%
-8.62%
-0.25%
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VUSTX vs. VGLT - Expense Ratio Comparison
VUSTX has a 0.20% expense ratio, which is higher than VGLT's 0.04% 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. VGLT — Risk-Adjusted Performance Rank
VUSTX
VGLT
VUSTX vs. VGLT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) and Vanguard Long-Term Treasury ETF (VGLT). 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.
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Dividends
VUSTX vs. VGLT - Dividend Comparison
VUSTX's dividend yield for the trailing twelve months is around 4.18%, less than VGLT's 4.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUSTX Vanguard Long-Term Treasury Fund Investor Shares | 4.18% | 4.04% | 3.33% | 2.93% | 4.51% | 10.37% | 2.82% | 2.82% | 2.63% | 5.27% | 5.27% | 4.34% |
VGLT Vanguard Long-Term Treasury ETF | 4.45% | 4.33% | 3.33% | 2.83% | 1.82% | 2.15% | 2.46% | 2.71% | 2.55% | 2.69% | 3.21% | 2.75% |
Drawdowns
VUSTX vs. VGLT - Drawdown Comparison
The maximum VUSTX drawdown since its inception was -46.21%, roughly equal to the maximum VGLT drawdown of -46.18%. Use the drawdown chart below to compare losses from any high point for VUSTX and VGLT.
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Volatility
VUSTX vs. VGLT - Volatility Comparison
Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) and Vanguard Long-Term Treasury ETF (VGLT) have volatilities of 3.25% and 3.30%, 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.
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