VUSUX vs. VTSAX
VUSUX (Vanguard Long-Term Treasury Fund Admiral Shares) and VTSAX (Vanguard Total Stock Market Index Fund Admiral Shares) are both mutual funds - VUSUX is a Government Bonds fund managed by Vanguard, while VTSAX is a Large Cap Blend Equities fund managed by Vanguard. Over the past 10 years, VUSUX returned -1.70%/yr vs 14.64%/yr for VTSAX. Their -0.24 correlation means they have often moved in opposite directions in the past. VUSUX charges 0.10%/yr vs 0.04%/yr for VTSAX.
Performance
VUSUX vs. VTSAX - Performance Comparison
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Returns By Period
In the year-to-date period, VUSUX achieves a -3.34% return, which is significantly lower than VTSAX's 12.18% return. Over the past 10 years, VUSUX has underperformed VTSAX with an annualized return of -1.70%, while VTSAX has yielded a comparatively higher 14.64% 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%
VTSAX
- 1D
- 1.52%
- 1M
- 1.31%
- 6M
- 10.65%
- YTD
- 12.18%
- 1Y
- 21.80%
- 3Y*
- 20.39%
- 5Y*
- 12.05%
- 10Y*
- 14.64%
- ALL TIME*
- 9.09%
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. VTSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 12.18% | 17.12% | 23.23% | 26.51% | -19.52% | 25.72% | 20.98% | 30.79% | -5.18% | 21.16% |
Correlation
The correlation between VUSUX and VTSAX is 0.27, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.27 |
Correlation (3Y) Balances recent behavior with more history. | 0.18 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.10 |
Correlation (10Y) Provides a long-term view across more market conditions. | -0.08 |
Correlation (All Time) Calculated using the full available price history since Feb 12, 2001 | -0.24 |
The correlation between VUSUX and VTSAX shifts across timeframes, from -0.24 (all time) to 0.27 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
VUSUX vs. VTSAX — Risk / Return Rank
VUSUX
VTSAX
VUSUX vs. VTSAX - 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 Stock Market Index Fund Admiral Shares (VTSAX). 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 | VTSAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.00 | ||
| Sortino ratioReturn per unit of downside risk | -2.70 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.32 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | -0.21 | 2.66 | -2.87 |
| Martin ratioReturn relative to average drawdown | -0.47 | 11.51 | -11.99 |
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Drawdowns
VUSUX vs. VTSAX - Drawdown Comparison
The maximum VUSUX drawdown since its inception was -46.12%, smaller than the maximum VTSAX drawdown of -55.33%. Use the drawdown chart below to compare losses from any high point for VUSUX and VTSAX.
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Drawdown Indicators
| VUSUX | VTSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.12% | -55.33% | +9.21% |
Max Drawdown (1Y)Largest decline over 1 year | -7.42% | -8.92% | +1.50% |
Max Drawdown (3Y)Largest decline over 3 years | -13.56% | -19.36% | +5.80% |
Max Drawdown (5Y)Largest decline over 5 years | -41.34% | -25.36% | -15.98% |
Max Drawdown (10Y)Largest decline over 10 years | -46.12% | -34.97% | -11.15% |
Current DrawdownCurrent decline from peak | -38.12% | 0.00% | -38.12% |
Average DrawdownAverage peak-to-trough decline | -11.70% | -8.96% | -2.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.29% | 2.06% | +1.23% |
Volatility
VUSUX vs. VTSAX - Volatility Comparison
The current volatility for Vanguard Long-Term Treasury Fund Admiral Shares (VUSUX) is 2.32%, while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a volatility of 3.78%. This indicates that VUSUX experiences smaller price fluctuations and is considered to be less risky than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VUSUX | VTSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.32% | 3.78% | -1.46% |
Volatility (6M)Calculated over the trailing 6-month period | 6.42% | 10.36% | -3.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.45% | 13.12% | -4.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.50% | 17.48% | -2.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.69% | 18.42% | -4.73% |
VUSUX vs. VTSAX - Expense Ratio Comparison
VUSUX has a 0.10% expense ratio, which is higher than VTSAX'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. VTSAX - Dividend Comparison
VUSUX's dividend yield for the trailing twelve months is around 4.35%, more than VTSAX's 1.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.03% | 1.11% | 1.26% | 1.42% | 1.65% | 1.20% | 1.41% | 1.76% | 2.03% | 1.71% | 1.92% | 1.98% |
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
VUSUX and VTSAX have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VTSAX has higher volatility (3.78%) compared to VUSUX (2.32%). In terms of maximum drawdown, VUSUX dropped -46.12% vs VTSAX's -55.33%.
VTSAX currently has the higher Sharpe Ratio (1.81 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.
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