Correlation
The correlation between WHOSX and SGOV is 0.00, 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.
WHOSX vs. SGOV
Compare and contrast key facts about Wasatch-Hoisington U.S. Treasury Fund (WHOSX) and iShares 0-3 Month Treasury Bond ETF (SGOV).
WHOSX is managed by Wasatch. It was launched on Dec 7, 1986. 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: WHOSX or SGOV.
Performance
WHOSX vs. SGOV - Performance Comparison
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Key characteristics
WHOSX:
-0.17
SGOV:
21.63
WHOSX:
-0.14
SGOV:
474.39
WHOSX:
0.98
SGOV:
475.39
WHOSX:
-0.06
SGOV:
485.71
WHOSX:
-0.32
SGOV:
7,710.35
WHOSX:
10.83%
SGOV:
0.00%
WHOSX:
18.12%
SGOV:
0.22%
WHOSX:
-56.82%
SGOV:
-0.03%
WHOSX:
-54.13%
SGOV:
0.00%
Returns By Period
In the year-to-date period, WHOSX achieves a -2.33% return, which is significantly lower than SGOV's 1.75% return.
WHOSX
-2.33%
-3.47%
-9.73%
-3.74%
-8.83%
-12.94%
-3.60%
SGOV
1.75%
0.34%
2.15%
4.78%
4.55%
2.74%
N/A
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WHOSX vs. SGOV - Expense Ratio Comparison
WHOSX has a 0.67% expense ratio, which is higher than SGOV's 0.03% expense ratio.
Risk-Adjusted Performance
WHOSX vs. SGOV — Risk-Adjusted Performance Rank
WHOSX
SGOV
WHOSX vs. SGOV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch-Hoisington U.S. Treasury Fund (WHOSX) 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.
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Dividends
WHOSX vs. SGOV - Dividend Comparison
WHOSX's dividend yield for the trailing twelve months is around 4.03%, less than SGOV's 4.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WHOSX Wasatch-Hoisington U.S. Treasury Fund | 4.03% | 3.80% | 2.90% | 2.45% | 1.31% | 8.00% | 1.83% | 2.22% | 1.96% | 10.90% | 7.33% | 2.38% |
SGOV iShares 0-3 Month Treasury Bond ETF | 4.69% | 5.10% | 4.87% | 1.45% | 0.03% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WHOSX vs. SGOV - Drawdown Comparison
The maximum WHOSX drawdown since its inception was -56.82%, which is greater than SGOV's maximum drawdown of -0.03%. Use the drawdown chart below to compare losses from any high point for WHOSX and SGOV.
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Volatility
WHOSX vs. SGOV - Volatility Comparison
Wasatch-Hoisington U.S. Treasury Fund (WHOSX) has a higher volatility of 4.53% compared to iShares 0-3 Month Treasury Bond ETF (SGOV) at 0.06%. This indicates that WHOSX'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.
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