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VUSUX vs. VBTLX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VUSUX vs. VBTLX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VUSUX achieves a -0.01% return, which is significantly lower than VBTLX's 0.42% return. Over the past 10 years, VUSUX has underperformed VBTLX with an annualized return of -1.01%, while VBTLX has yielded a comparatively higher 1.58% annualized return.


VUSUX

1D
0.26%
1M
1.18%
YTD
-0.01%
6M
-1.12%
1Y
5.94%
3Y*
-0.37%
5Y*
-4.93%
10Y*
-1.01%

VBTLX

1D
0.00%
1M
0.55%
YTD
0.42%
6M
0.35%
1Y
5.34%
3Y*
4.05%
5Y*
0.21%
10Y*
1.58%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VUSUX vs. VBTLX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VUSUX
Vanguard Long-Term Treasury Fund Admiral Shares
-0.01%5.66%-6.30%3.43%-29.51%-4.71%18.10%14.26%-1.80%8.72%
VBTLX
Vanguard Total Bond Market Index Fund Admiral Shares
0.42%7.17%1.26%5.74%-13.16%-1.81%7.72%8.73%-0.25%3.56%

Correlation

The correlation between VUSUX and VBTLX is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.92

Correlation (3Y)
Calculated over the trailing 3-year period

0.94

Correlation (5Y)
Calculated over the trailing 5-year period

0.93

Correlation (10Y)
Calculated over the trailing 10-year period

0.92

Correlation (All Time)
Calculated using the full available price history since Nov 13, 2001

0.91

The correlation between VUSUX and VBTLX has been stable across timeframes, ranging from 0.91 to 0.94 - a consistent structural relationship.

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Return for Risk

VUSUX vs. VBTLX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VUSUX
VUSUX Risk / Return Rank: 88
Overall Rank
VUSUX Sharpe Ratio Rank: 88
Sharpe Ratio Rank
VUSUX Sortino Ratio Rank: 88
Sortino Ratio Rank
VUSUX Omega Ratio Rank: 77
Omega Ratio Rank
VUSUX Calmar Ratio Rank: 88
Calmar Ratio Rank
VUSUX Martin Ratio Rank: 77
Martin Ratio Rank

VBTLX
VBTLX Risk / Return Rank: 2323
Overall Rank
VBTLX Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
VBTLX Sortino Ratio Rank: 2424
Sortino Ratio Rank
VBTLX Omega Ratio Rank: 2121
Omega Ratio Rank
VBTLX Calmar Ratio Rank: 2525
Calmar Ratio Rank
VBTLX Martin Ratio Rank: 2121
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VUSUX vs. VBTLX - 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 Total Bond Market Index Fund Admiral Shares (VBTLX). 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.


VUSUXVBTLXDifference
Sharpe ratioReturn per unit of total volatility

-0.71

Sortino ratioReturn per unit of downside risk

-1.07

Omega ratioGain probability vs. loss probability

1.11

1.24

-0.13

Calmar ratioReturn relative to maximum drawdown

0.81

1.86

-1.04

Martin ratioReturn relative to average drawdown

2.15

5.58

-3.44

VUSUX vs. VBTLX - Sharpe Ratio Comparison

The current VUSUX Sharpe Ratio is 0.64, which is lower than the VBTLX Sharpe Ratio of 1.36. The chart below compares the historical Sharpe Ratios of VUSUX and VBTLX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


VUSUXVBTLXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.64

1.36

-0.71

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.34

0.04

-0.37

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.07

0.32

-0.39

Sharpe Ratio (All Time)

Calculated using the full available price history

0.30

0.76

-0.46

Drawdowns

VUSUX vs. VBTLX - Drawdown Comparison

The maximum VUSUX drawdown since its inception was -46.12%, which is greater than VBTLX's maximum drawdown of -18.81%. Use the drawdown chart below to compare losses from any high point for VUSUX and VBTLX.


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Drawdown Indicators


VUSUXVBTLXDifference

Max Drawdown

Largest peak-to-trough decline

-46.12%

-18.81%

-27.31%

Max Drawdown (1Y)

Largest decline over 1 year

-7.18%

-2.89%

-4.29%

Max Drawdown (3Y)

Largest decline over 3 years

-17.67%

-6.00%

-11.67%

Max Drawdown (5Y)

Largest decline over 5 years

-41.34%

-18.14%

-23.20%

Max Drawdown (10Y)

Largest decline over 10 years

-46.12%

-18.81%

-27.31%

Current Drawdown

Current decline from peak

-35.99%

-2.18%

-33.81%

Average Drawdown

Average peak-to-trough decline

-11.53%

-2.67%

-8.86%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.71%

0.96%

+1.75%

Volatility

VUSUX vs. VBTLX - Volatility Comparison

Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX) has a higher volatility of 2.72% compared to Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) at 1.38%. This indicates that VUSUX's price experiences larger fluctuations and is considered to be riskier than VBTLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VUSUXVBTLXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.72%

1.38%

+1.34%

Volatility (6M)

Calculated over the trailing 6-month period

6.18%

2.80%

+3.38%

Volatility (1Y)

Calculated over the trailing 1-year period

9.09%

3.97%

+5.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.62%

6.01%

+8.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.76%

4.98%

+8.78%

VUSUX vs. VBTLX - Expense Ratio Comparison

VUSUX has a 0.10% expense ratio, which is higher than VBTLX'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%.


Dividends

VUSUX vs. VBTLX - Dividend Comparison

VUSUX's dividend yield for the trailing twelve months is around 4.56%, more than VBTLX's 3.98% yield.


PositionTTM20252024202320222021202020192018201720162015
VBTLX
Vanguard Total Bond Market Index Fund Admiral Shares
3.98%3.87%3.69%3.10%2.59%1.96%2.39%2.74%2.57%2.56%2.53%2.82%
VUSUX
Vanguard Long-Term Treasury Fund Admiral Shares
4.56%4.39%4.15%3.43%3.05%4.46%10.28%2.92%2.91%2.74%5.38%5.62%

Frequently Asked Questions


With a correlation of 0.92, VUSUX and VBTLX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

VUSUX has higher volatility (2.72%) compared to VBTLX (1.38%). In terms of maximum drawdown, VUSUX dropped -46.12% vs VBTLX's -18.81%.

VBTLX currently has the higher Sharpe Ratio (1.36 vs 0.64), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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