VUSUX vs. SGOV
Compare and contrast key facts about Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX) and iShares 0-3 Month Treasury Bond ETF (SGOV).
VUSUX is managed by Vanguard. It was launched on Feb 12, 2001. SGOV is a passively managed fund by iShares that tracks the performance of the ICE 0-3 Month US Treasury Bill Index. It was launched on May 26, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VUSUX or SGOV.
Correlation
The correlation between VUSUX and SGOV is -0.01. 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. SGOV - Performance Comparison
Key characteristics
VUSUX:
0.38
SGOV:
21.31
VUSUX:
0.61
SGOV:
487.27
VUSUX:
1.07
SGOV:
488.27
VUSUX:
0.11
SGOV:
499.17
VUSUX:
0.76
SGOV:
7,924.08
VUSUX:
6.68%
SGOV:
0.00%
VUSUX:
13.18%
SGOV:
0.23%
VUSUX:
-51.18%
SGOV:
-0.03%
VUSUX:
-43.69%
SGOV:
0.00%
Returns By Period
In the year-to-date period, VUSUX achieves a 2.58% return, which is significantly higher than SGOV's 1.36% return.
VUSUX
2.58%
0.36%
-0.75%
6.01%
-10.34%
-1.92%
SGOV
1.36%
0.35%
2.19%
4.87%
N/A
N/A
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VUSUX vs. SGOV - Expense Ratio Comparison
VUSUX has a 0.10% expense ratio, which is higher than SGOV'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%.
Risk-Adjusted Performance
VUSUX vs. SGOV — Risk-Adjusted Performance Rank
VUSUX
SGOV
VUSUX vs. SGOV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX) and iShares 0-3 Month Treasury Bond ETF (SGOV). 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. SGOV - Dividend Comparison
VUSUX's dividend yield for the trailing twelve months is around 4.17%, less than SGOV's 4.79% 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% |
SGOV iShares 0-3 Month Treasury Bond ETF | 4.79% | 5.10% | 4.87% | 1.45% | 0.03% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VUSUX vs. SGOV - Drawdown Comparison
The maximum VUSUX drawdown since its inception was -51.18%, which is greater than SGOV's maximum drawdown of -0.03%. Use the drawdown chart below to compare losses from any high point for VUSUX and SGOV. For additional features, visit the drawdowns tool.
Volatility
VUSUX vs. SGOV - Volatility Comparison
Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX) has a higher volatility of 5.76% compared to iShares 0-3 Month Treasury Bond ETF (SGOV) at 0.07%. This indicates that VUSUX's price experiences larger fluctuations and is considered to be riskier than SGOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.