VUSUX vs. VMFVX
VUSUX (Vanguard Long-Term Treasury Fund Admiral Shares) and VMFVX (Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Shares) are both mutual funds - VUSUX is a Government Bonds fund managed by Vanguard, while VMFVX is a Mid Cap Value Equities fund managed by Vanguard. Over the past 10 years, VUSUX returned -1.77%/yr vs 10.71%/yr for VMFVX. Their -0.24 correlation means they have often moved in opposite directions in the past. VUSUX charges 0.10%/yr vs 0.08%/yr for VMFVX.
Performance
VUSUX vs. VMFVX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, VUSUX achieves a -3.72% return, which is significantly lower than VMFVX's 13.26% return. Over the past 10 years, VUSUX has underperformed VMFVX with an annualized return of -1.77%, while VMFVX has yielded a comparatively higher 10.71% annualized return.
VUSUX
- 1D
- -0.66%
- 1M
- -3.72%
- 6M
- -3.24%
- YTD
- -3.72%
- 1Y
- -1.95%
- 3Y*
- -0.61%
- 5Y*
- -7.10%
- 10Y*
- -1.77%
- ALL TIME*
- 3.61%
VMFVX
- 1D
- -0.23%
- 1M
- 0.76%
- 6M
- 8.04%
- YTD
- 13.26%
- 1Y
- 22.81%
- 3Y*
- 12.03%
- 5Y*
- 9.20%
- 10Y*
- 10.71%
- ALL TIME*
- 10.86%
Liquidity Comparison
| Position | Avg. 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. VMFVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VUSUX Vanguard Long-Term Treasury Fund Admiral Shares | -3.72% | 5.66% | -6.30% | 3.43% | -29.51% | -4.71% | 18.10% | 14.26% | -1.80% | 8.72% |
VMFVX Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Shares | 13.26% | 7.57% | 10.59% | 16.49% | -7.03% | 30.54% | 3.68% | 26.18% | -11.90% | 12.27% |
Correlation
The correlation between VUSUX and VMFVX is 0.31, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.31 |
Correlation (3Y) Balances recent behavior with more history. | 0.22 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.10 |
Correlation (10Y) Provides a long-term view across more market conditions. | -0.12 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2011 | -0.24 |
The correlation between VUSUX and VMFVX shifts across timeframes, from -0.24 (all time) to 0.31 (1 year), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
VUSUX vs. VMFVX — Risk / Return Rank
VUSUX
VMFVX
VUSUX vs. VMFVX - 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 S&P Mid-Cap 400 Value Index Fund Institutional Shares (VMFVX). 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.
| VUSUX | VMFVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.47 | ||
| Sortino ratioReturn per unit of downside risk | -2.17 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.25 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | -0.08 | 1.98 | -2.06 |
| Martin ratioReturn relative to average drawdown | -0.18 | 7.07 | -7.25 |
Loading charts...
Drawdowns
VUSUX vs. VMFVX - Drawdown Comparison
The maximum VUSUX drawdown since its inception was -46.12%, roughly equal to the maximum VMFVX drawdown of -45.79%. Use the drawdown chart below to compare losses from any high point for VUSUX and VMFVX.
Loading charts...
Drawdown Indicators
| VUSUX | VMFVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.12% | -45.79% | -0.33% |
Max Drawdown (1Y)Largest decline over 1 year | -7.42% | -10.52% | +3.10% |
Max Drawdown (3Y)Largest decline over 3 years | -13.56% | -22.46% | +8.90% |
Max Drawdown (5Y)Largest decline over 5 years | -41.34% | -22.46% | -18.88% |
Max Drawdown (10Y)Largest decline over 10 years | -46.12% | -45.79% | -0.33% |
Current DrawdownCurrent decline from peak | -38.37% | -1.24% | -37.13% |
Average DrawdownAverage peak-to-trough decline | -11.69% | -5.43% | -6.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.26% | 2.95% | +0.31% |
Volatility
VUSUX vs. VMFVX - Volatility Comparison
The current volatility for Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX) is 2.24%, while Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Shares (VMFVX) has a volatility of 3.37%. This indicates that VUSUX experiences smaller price fluctuations and is considered to be less risky than VMFVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| VUSUX | VMFVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.24% | 3.37% | -1.13% |
Volatility (6M)Calculated over the trailing 6-month period | 6.41% | 10.32% | -3.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.56% | 14.91% | -6.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.50% | 19.26% | -4.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.69% | 21.81% | -8.12% |
VUSUX vs. VMFVX - Expense Ratio Comparison
VUSUX has a 0.10% expense ratio, which is higher than VMFVX's 0.08% 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. VMFVX - Dividend Comparison
VUSUX's dividend yield for the trailing twelve months is around 4.36%, more than VMFVX's 1.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMFVX Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Shares | 1.66% | 1.88% | 1.81% | 1.58% | 2.04% | 1.81% | 2.48% | 1.94% | 2.01% | 1.56% | 1.42% | 1.73% |
VUSUX Vanguard Long-Term Treasury Fund Admiral Shares | 4.36% | 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
VUSUX and VMFVX have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VMFVX has higher volatility (3.37%) compared to VUSUX (2.24%). In terms of maximum drawdown, VUSUX dropped -46.12% vs VMFVX's -45.79%.
VMFVX currently has the higher Sharpe Ratio (1.40 vs -0.07), 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.
Find the right allocation for VUSUX and VMFVX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer