VUSUX vs. BLV
Compare and contrast key facts about Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX) and Vanguard Long-Term Bond ETF (BLV).
VUSUX is managed by Vanguard. It was launched on Feb 12, 2001. BLV is a passively managed fund by Vanguard that tracks the performance of the Bloomberg U.S. Long Government/Credit Float Adjusted Index. It was launched on Apr 3, 2007.
Performance
VUSUX vs. BLV - Performance Comparison
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VUSUX vs. BLV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VUSUX Vanguard Long-Term Treasury Fund Admiral Shares | -0.54% | 5.66% | -6.30% | 3.43% | -29.51% | -4.71% | 18.10% | 14.26% | -1.80% | 8.72% |
BLV Vanguard Long-Term Bond ETF | -0.32% | 6.44% | -3.65% | 7.35% | -26.95% | -2.89% | 16.13% | 18.99% | -4.17% | 10.74% |
Returns By Period
In the year-to-date period, VUSUX achieves a -0.54% return, which is significantly lower than BLV's -0.32% return. Over the past 10 years, VUSUX has underperformed BLV with an annualized return of -0.83%, while BLV has yielded a comparatively higher 1.20% annualized return.
VUSUX
- 1D
- 1.29%
- 1M
- -4.37%
- YTD
- -0.54%
- 6M
- -0.69%
- 1Y
- 0.31%
- 3Y*
- -1.53%
- 5Y*
- -4.62%
- 10Y*
- -0.83%
BLV
- 1D
- 0.36%
- 1M
- -3.51%
- YTD
- -0.32%
- 6M
- -0.68%
- 1Y
- 2.33%
- 3Y*
- 1.01%
- 5Y*
- -3.05%
- 10Y*
- 1.20%
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VUSUX vs. BLV - Expense Ratio Comparison
VUSUX has a 0.10% expense ratio, which is higher than BLV's 0.03% 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%.
Return for Risk
VUSUX vs. BLV — Risk / Return Rank
VUSUX
BLV
VUSUX vs. BLV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX) and Vanguard Long-Term Bond ETF (BLV). 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.
| VUSUX | BLV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.14 | 0.24 | -0.11 |
Sortino ratioReturn per unit of downside risk | 0.25 | 0.38 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.05 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.32 | 0.43 | -0.11 |
Martin ratioReturn relative to average drawdown | 0.71 | 1.04 | -0.33 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VUSUX | BLV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | 0.24 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.32 | -0.24 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.06 | 0.10 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.37 | -0.07 |
Correlation
The correlation between VUSUX and BLV is 0.93, 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.
Dividends
VUSUX vs. BLV - Dividend Comparison
VUSUX's dividend yield for the trailing twelve months is around 4.11%, less than BLV's 4.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUSUX Vanguard Long-Term Treasury Fund Admiral Shares | 4.11% | 4.39% | 4.15% | 3.43% | 3.05% | 4.46% | 10.28% | 2.92% | 2.91% | 2.74% | 5.38% | 5.62% |
BLV Vanguard Long-Term Bond ETF | 4.73% | 4.67% | 5.09% | 4.06% | 4.17% | 3.37% | 6.12% | 3.57% | 4.07% | 3.63% | 4.16% | 4.37% |
Drawdowns
VUSUX vs. BLV - Drawdown Comparison
The maximum VUSUX drawdown since its inception was -46.12%, which is greater than BLV's maximum drawdown of -38.29%. Use the drawdown chart below to compare losses from any high point for VUSUX and BLV.
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Drawdown Indicators
| VUSUX | BLV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.12% | -38.29% | -7.83% |
Max Drawdown (1Y)Largest decline over 1 year | -8.76% | -6.89% | -1.87% |
Max Drawdown (5Y)Largest decline over 5 years | -41.34% | -36.27% | -5.07% |
Max Drawdown (10Y)Largest decline over 10 years | -46.12% | -38.29% | -7.83% |
Current DrawdownCurrent decline from peak | -36.34% | -24.59% | -11.75% |
Average DrawdownAverage peak-to-trough decline | -11.36% | -9.37% | -1.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.93% | 2.84% | +1.09% |
Volatility
VUSUX vs. BLV - Volatility Comparison
Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX) and Vanguard Long-Term Bond ETF (BLV) have volatilities of 3.68% and 3.54%, 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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Volatility by Period
| VUSUX | BLV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.68% | 3.54% | +0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 6.11% | 5.50% | +0.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.51% | 9.77% | +0.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.64% | 12.98% | +1.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.79% | 11.99% | +1.80% |