VUSTX vs. VWUSX
Compare and contrast key facts about Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) and Vanguard U.S. Growth Fund Investor Shares (VWUSX).
VUSTX is managed by Vanguard. It was launched on May 19, 1986. VWUSX is managed by Vanguard. It was launched on Jan 6, 1959.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VUSTX or VWUSX.
Key characteristics
| VUSTX | VWUSX | |
|---|---|---|
| YTD Return | -2.56% | 31.11% |
| 1Y Return | 10.52% | 46.75% |
| 3Y Return (Ann) | -11.29% | 2.74% |
| 5Y Return (Ann) | -6.32% | 17.08% |
| 10Y Return (Ann) | -1.47% | 14.80% |
| Sharpe Ratio | 0.59 | 2.44 |
| Sortino Ratio | 0.91 | 3.15 |
| Omega Ratio | 1.11 | 1.44 |
| Calmar Ratio | 0.17 | 1.68 |
| Martin Ratio | 1.58 | 14.34 |
| Ulcer Index | 5.17% | 3.17% |
| Daily Std Dev | 13.85% | 18.61% |
| Max Drawdown | -51.32% | -71.26% |
| Current Drawdown | -43.09% | 0.00% |
Correlation
The correlation between VUSTX and VWUSX is -0.07. 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. VWUSX - Performance Comparison
In the year-to-date period, VUSTX achieves a -2.56% return, which is significantly lower than VWUSX's 31.11% return. Over the past 10 years, VUSTX has underperformed VWUSX with an annualized return of -1.47%, while VWUSX has yielded a comparatively higher 14.80% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VUSTX vs. VWUSX - Expense Ratio Comparison
VUSTX has a 0.20% expense ratio, which is lower than VWUSX's 0.38% expense ratio.
Risk-Adjusted Performance
VUSTX vs. VWUSX - 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 U.S. Growth Fund Investor Shares (VWUSX). 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. VWUSX - Dividend Comparison
VUSTX's dividend yield for the trailing twelve months is around 3.80%, more than VWUSX's 0.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUSTX Vanguard Long-Term Treasury Fund Investor Shares | 3.80% | 3.32% | 2.95% | 1.88% | 2.01% | 2.53% | 2.82% | 2.65% | 2.85% | 2.88% | 2.87% | 3.41% |
VWUSX Vanguard U.S. Growth Fund Investor Shares | 0.21% | 0.28% | 0.37% | 0.00% | 0.03% | 0.35% | 0.39% | 0.40% | 0.42% | 0.49% | 0.65% | 0.39% |
Drawdowns
VUSTX vs. VWUSX - Drawdown Comparison
The maximum VUSTX drawdown since its inception was -51.32%, smaller than the maximum VWUSX drawdown of -71.26%. Use the drawdown chart below to compare losses from any high point for VUSTX and VWUSX. For additional features, visit the drawdowns tool.
Volatility
VUSTX vs. VWUSX - Volatility Comparison
The current volatility for Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) is 4.44%, while Vanguard U.S. Growth Fund Investor Shares (VWUSX) has a volatility of 5.27%. This indicates that VUSTX experiences smaller price fluctuations and is considered to be less risky than VWUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.