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 Barclays U.S. Long Government/Credit Float Adjusted Index. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VUSUX or BLV.
Correlation
The correlation between VUSUX and BLV is -0.17. 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
VUSUX vs. BLV - Performance Comparison
Key characteristics
VUSUX:
0.38
BLV:
0.46
VUSUX:
0.61
BLV:
0.70
VUSUX:
1.07
BLV:
1.08
VUSUX:
0.11
BLV:
0.17
VUSUX:
0.76
BLV:
0.97
VUSUX:
6.68%
BLV:
5.55%
VUSUX:
13.18%
BLV:
11.77%
VUSUX:
-51.18%
BLV:
-38.29%
VUSUX:
-43.69%
BLV:
-27.64%
Returns By Period
In the year-to-date period, VUSUX achieves a 2.58% return, which is significantly higher than BLV's 2.21% return. Over the past 10 years, VUSUX has underperformed BLV with an annualized return of -1.96%, while BLV has yielded a comparatively higher 1.12% annualized return.
VUSUX
2.58%
-1.00%
-0.75%
6.01%
-10.54%
-1.96%
BLV
2.21%
-0.81%
-0.79%
6.07%
-4.95%
1.12%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VUSUX vs. BLV - Expense Ratio Comparison
VUSUX has a 0.10% expense ratio, which is higher than BLV'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
VUSUX vs. BLV — Risk-Adjusted Performance Rank
VUSUX
BLV
VUSUX vs. BLV - Risk-Adjusted Performance 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.
Dividends
VUSUX vs. BLV - Dividend Comparison
VUSUX's dividend yield for the trailing twelve months is around 4.17%, less than BLV's 4.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUSUX Vanguard Long-Term Treasury Fund Admiral Shares | 4.17% | 4.16% | 3.42% | 3.03% | 1.97% | 2.10% | 2.63% | 2.92% | 2.74% | 2.96% | 2.99% | 2.96% |
BLV Vanguard Long-Term Bond ETF | 4.62% | 4.68% | 4.06% | 4.17% | 3.37% | 5.84% | 3.57% | 4.07% | 3.63% | 4.16% | 4.37% | 3.90% |
Drawdowns
VUSUX vs. BLV - Drawdown Comparison
The maximum VUSUX drawdown since its inception was -51.18%, 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. For additional features, visit the drawdowns tool.
Volatility
VUSUX vs. BLV - Volatility Comparison
Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX) and Vanguard Long-Term Bond ETF (BLV) have volatilities of 5.76% and 5.51%, 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.