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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 -3.34% return, which is significantly lower than VBTLX's -0.70% return. Over the past 10 years, VUSUX has underperformed VBTLX with an annualized return of -1.70%, while VBTLX has yielded a comparatively higher 1.34% annualized return.


VUSUX

1D
0.40%
1M
-3.33%
6M
-2.97%
YTD
-3.34%
1Y
-1.80%
3Y*
-0.01%
5Y*
-7.22%
10Y*
-1.70%
ALL TIME*
3.62%

VBTLX

1D
0.21%
1M
-1.25%
6M
-0.83%
YTD
-0.70%
1Y
1.56%
3Y*
3.95%
5Y*
-0.50%
10Y*
1.34%
ALL TIME*
3.34%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$0.00$0.00$0.00
$0.00$0.00$0.00

VUSUX vs. VBTLX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VUSUX
Vanguard Long-Term Treasury Fund Admiral Shares
-3.34%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
-0.70%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 0.91, meaning they have usually moved in the same direction, including during past declines.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.91

Correlation (3Y)
Balances recent behavior with more history.

0.93

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.93

Correlation (10Y)
Provides a long-term view across more market conditions.

0.91

Correlation (All Time)
Calculated using the full available price history since Nov 12, 2001

0.91

The correlation between VUSUX and VBTLX has been stable across timeframes, ranging from 0.91 to 0.93 - a consistent structural relationship.

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Return for Risk

VUSUX vs. VBTLX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

VUSUX
VUSUX Risk / Return Rank: 22
Overall Rank
VUSUX Sharpe Ratio Rank: 22
Sharpe Ratio Rank
VUSUX Sortino Ratio Rank: 22
Sortino Ratio Rank
VUSUX Omega Ratio Rank: 22
Omega Ratio Rank
VUSUX Calmar Ratio Rank: 22
Calmar Ratio Rank
VUSUX Martin Ratio Rank: 22
Martin Ratio Rank

VBTLX
VBTLX Risk / Return Rank: 1010
Overall Rank
VBTLX Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
VBTLX Sortino Ratio Rank: 99
Sortino Ratio Rank
VBTLX Omega Ratio Rank: 99
Omega Ratio Rank
VBTLX Calmar Ratio Rank: 1111
Calmar Ratio Rank
VBTLX Martin Ratio Rank: 1010
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


VUSUXVBTLXDifference
Sharpe ratioReturn per unit of total volatility

-0.63

Sortino ratioReturn per unit of downside risk

-0.86

Omega ratioGain probability vs. loss probability

0.98

1.08

-0.10

Calmar ratioReturn relative to maximum drawdown

-0.21

0.58

-0.79

Martin ratioReturn relative to average drawdown

-0.47

1.42

-1.89

VUSUX vs. VBTLX - Sharpe Ratio Comparison

The current VUSUX Sharpe Ratio is -0.18, which is lower than the VBTLX Sharpe Ratio of 0.45. 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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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

-7.42%

-2.89%

-4.53%

Max Drawdown (3Y)

Largest decline over 3 years

-13.56%

-4.86%

-8.70%

Max Drawdown (5Y)

Largest decline over 5 years

-41.34%

-17.98%

-23.36%

Max Drawdown (10Y)

Largest decline over 10 years

-46.12%

-18.81%

-27.31%

Current Drawdown

Current decline from peak

-38.12%

-3.27%

-34.85%

Average Drawdown

Average peak-to-trough decline

-11.70%

-2.67%

-9.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.29%

1.18%

+2.11%

Volatility

VUSUX vs. VBTLX - Volatility Comparison

Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX) has a higher volatility of 2.32% compared to Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) at 1.00%. 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

2.32%

1.00%

+1.32%

Volatility (6M)

Calculated over the trailing 6-month period

6.42%

2.96%

+3.46%

Volatility (1Y)

Calculated over the trailing 1-year period

8.45%

3.73%

+4.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.50%

6.01%

+8.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.69%

4.98%

+8.71%

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 4.35%, more than VBTLX's 3.72% yield.


PositionTTM20252024202320222021202020192018201720162015
VBTLX
Vanguard Total Bond Market Index Fund Admiral Shares
3.72%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
4.35%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 0.91, 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 (2.32%) compared to VBTLX (1.00%). In terms of maximum drawdown, VUSUX dropped -46.12% vs VBTLX's -18.81%.

VBTLX currently has the higher Sharpe Ratio (0.45 vs -0.18), 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.

Portfolio Optimizer

Find the right allocation for VUSUX and VBTLX

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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