VUSXX vs. SGOV
Compare and contrast key facts about Vanguard Treasury Money Market Fund (VUSXX) and iShares 0-3 Month Treasury Bond ETF (SGOV).
VUSXX is managed by Vanguard. It was launched on Sep 1, 2010. SGOV is a passively managed fund by iShares that tracks the performance of the ICE 0-3 Month US Treasury Bill Index. It was launched on May 26, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VUSXX or SGOV.
Correlation
The correlation between VUSXX and SGOV is 0.02, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
VUSXX vs. SGOV - Performance Comparison
Key characteristics
VUSXX:
3.62
SGOV:
22.26
VUSXX:
0.00%
SGOV:
0.00%
VUSXX:
1.44%
SGOV:
0.23%
VUSXX:
0.00%
SGOV:
-0.03%
VUSXX:
0.00%
SGOV:
0.00%
Returns By Period
In the year-to-date period, VUSXX achieves a 0.37% return, which is significantly lower than SGOV's 0.58% return.
VUSXX
0.37%
0.37%
2.44%
5.19%
2.51%
1.73%
SGOV
0.58%
0.35%
2.36%
5.11%
N/A
N/A
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VUSXX vs. SGOV - Expense Ratio Comparison
VUSXX has a 0.08% expense ratio, which is higher than SGOV's 0.03% 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%.
Risk-Adjusted Performance
VUSXX vs. SGOV — Risk-Adjusted Performance Rank
VUSXX
SGOV
VUSXX vs. SGOV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Treasury Money Market Fund (VUSXX) and iShares 0-3 Month Treasury Bond ETF (SGOV). 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
VUSXX vs. SGOV - Dividend Comparison
VUSXX's dividend yield for the trailing twelve months is around 5.04%, more than SGOV's 4.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
VUSXX Vanguard Treasury Money Market Fund | 5.04% | 5.12% | 4.94% | 1.50% | 0.02% | 0.47% | 2.12% | 1.62% | 0.79% | 0.03% |
SGOV iShares 0-3 Month Treasury Bond ETF | 4.99% | 5.10% | 4.87% | 1.45% | 0.03% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VUSXX vs. SGOV - Drawdown Comparison
The maximum VUSXX drawdown since its inception was 0.00%, smaller than the maximum SGOV drawdown of -0.03%. Use the drawdown chart below to compare losses from any high point for VUSXX and SGOV. For additional features, visit the drawdowns tool.
Volatility
VUSXX vs. SGOV - Volatility Comparison
Vanguard Treasury Money Market Fund (VUSXX) has a higher volatility of 0.37% compared to iShares 0-3 Month Treasury Bond ETF (SGOV) at 0.05%. This indicates that VUSXX's price experiences larger fluctuations and is considered to be riskier than SGOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.