VUSUX vs. TLT
Compare and contrast key facts about Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX) and iShares 20+ Year Treasury Bond ETF (TLT).
VUSUX is managed by Vanguard. It was launched on Feb 12, 2001. TLT is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. 20+ Year Treasury Bond Index. It was launched on Jul 26, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VUSUX or TLT.
Correlation
The correlation between VUSUX and TLT is 0.98, 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.
Performance
VUSUX vs. TLT - Performance Comparison
Key characteristics
VUSUX:
0.29
TLT:
0.21
VUSUX:
0.50
TLT:
0.39
VUSUX:
1.06
TLT:
1.04
VUSUX:
0.08
TLT:
0.07
VUSUX:
0.58
TLT:
0.41
VUSUX:
6.35%
TLT:
7.10%
VUSUX:
12.58%
TLT:
13.82%
VUSUX:
-51.18%
TLT:
-48.35%
VUSUX:
-42.28%
TLT:
-39.40%
Returns By Period
In the year-to-date period, VUSUX achieves a 5.15% return, which is significantly lower than TLT's 5.78% return. Over the past 10 years, VUSUX has underperformed TLT with an annualized return of -2.05%, while TLT has yielded a comparatively higher -1.01% annualized return.
VUSUX
5.15%
-1.08%
-3.87%
4.16%
-9.98%
-2.05%
TLT
5.78%
-0.88%
-4.39%
3.48%
-9.15%
-1.01%
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VUSUX vs. TLT - Expense Ratio Comparison
VUSUX has a 0.10% expense ratio, which is lower than TLT's 0.15% expense ratio. Despite the difference, 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. TLT — Risk-Adjusted Performance Rank
VUSUX
TLT
VUSUX vs. TLT - 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 20+ Year Treasury Bond ETF (TLT). 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. TLT - Dividend Comparison
VUSUX's dividend yield for the trailing twelve months is around 3.70%, less than TLT's 4.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUSUX Vanguard Long-Term Treasury Fund Admiral Shares | 3.70% | 4.16% | 3.42% | 3.03% | 1.97% | 2.10% | 2.63% | 2.92% | 2.74% | 2.96% | 2.99% | 2.96% |
TLT iShares 20+ Year Treasury Bond ETF | 4.12% | 4.30% | 3.38% | 2.67% | 1.50% | 1.50% | 2.27% | 2.63% | 2.43% | 2.60% | 2.61% | 2.67% |
Drawdowns
VUSUX vs. TLT - Drawdown Comparison
The maximum VUSUX drawdown since its inception was -51.18%, which is greater than TLT's maximum drawdown of -48.35%. Use the drawdown chart below to compare losses from any high point for VUSUX and TLT. For additional features, visit the drawdowns tool.
Volatility
VUSUX vs. TLT - Volatility Comparison
Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX) and iShares 20+ Year Treasury Bond ETF (TLT) have volatilities of 3.07% and 3.23%, 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.