VUSXX vs. USFR
Compare and contrast key facts about Vanguard Treasury Money Market Fund (VUSXX) and WisdomTree Bloomberg Floating Rate Treasury Fund (USFR).
VUSXX is managed by Vanguard. It was launched on Sep 1, 2010. USFR is a passively managed fund by WisdomTree that tracks the performance of the Bloomberg U.S. Treasury Floating Rate Bond Index. It was launched on Feb 4, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VUSXX or USFR.
Correlation
The correlation between VUSXX and USFR is 0.05, 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. USFR - Performance Comparison
Key characteristics
VUSXX:
3.62
USFR:
16.87
VUSXX:
0.00%
USFR:
0.01%
VUSXX:
1.44%
USFR:
0.31%
VUSXX:
0.00%
USFR:
-1.36%
VUSXX:
0.00%
USFR:
0.00%
Returns By Period
In the year-to-date period, VUSXX achieves a 0.37% return, which is significantly lower than USFR's 0.70% return. Over the past 10 years, VUSXX has underperformed USFR with an annualized return of 1.73%, while USFR has yielded a comparatively higher 2.50% annualized return.
VUSXX
0.37%
0.37%
2.44%
5.19%
2.51%
1.73%
USFR
0.70%
0.44%
2.49%
5.27%
2.68%
2.50%
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VUSXX vs. USFR - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
VUSXX vs. USFR — Risk-Adjusted Performance Rank
VUSXX
USFR
VUSXX vs. USFR - Risk-Adjusted Performance Comparison
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.
Dividends
VUSXX vs. USFR - Dividend Comparison
VUSXX's dividend yield for the trailing twelve months is around 5.04%, which matches USFR's 5.04% 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% |
USFR WisdomTree Bloomberg Floating Rate Treasury Fund | 5.04% | 5.17% | 5.12% | 1.78% | 0.01% | 0.40% | 2.08% | 1.67% | 1.04% | 0.29% |
Drawdowns
VUSXX vs. USFR - Drawdown Comparison
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. For additional features, visit the drawdowns tool.
Volatility
VUSXX vs. USFR - Volatility Comparison
Vanguard Treasury Money Market Fund (VUSXX) has a higher volatility of 0.37% compared to WisdomTree Bloomberg Floating Rate Treasury Fund (USFR) at 0.06%. 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.