VUSXX vs. USFR

In the year-to-date period, VUSXX achieves a 1.42% return, which is significantly lower than USFR's 1.73% return. Over the past 10 years, VUSXX has underperformed USFR with an annualized return of 1.82%, while USFR has yielded a comparatively higher 1.99% annualized return.

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VUSXX has a 0.08% expense ratio, which is lower than USFR's 0.15% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Treasury Money Market Fund (VUSXX) and WisdomTree Bloomberg Floating Rate Treasury Fund (USFR). 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.

The current VUSXX Sharpe Ratio is 3.62, which is lower than the USFR Sharpe Ratio of 14.84. The chart below compares the historical Sharpe Ratios of VUSXX and USFR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VUSXX's dividend yield for the trailing twelve months is around 4.78%, more than USFR's 4.68% yield.

The maximum VUSXX drawdown since its inception was 0.00%, smaller than the maximum USFR drawdown of -1.36%. Use the drawdown chart below to compare losses from any high point for VUSXX and USFR.

Vanguard Treasury Money Market Fund (VUSXX) has a higher volatility of 0.35% compared to WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) at 0.11%. This indicates that VUSXX's price experiences larger fluctuations and is considered to be riskier than USFR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.