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VUSTX Vanguard Long-Term Treasury Inv

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Fund VUSTX Vanguard Long-Term Treasury Inv TLO SPDR® Blmbg Barclays Long Term Trs ETF VLGSX Vanguard Long-Term Govt Bd Idx Admiral  
Similarity
?
100% 97% 96%
Annual Fees
?
$20.42
(0.20% Exp. Ratio)
$10.21
(0.10% Exp. Ratio)
$10.21
(0.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.10% annual return
$17,561.47 $18,097.11 $18,097.11
Est. savings over 30 yrs +$535.64 +$535.64
Return
As of 10/31/16
1 YR RETURN 8.95%
3 YR 8.98%
5 YR 5.13%
10 YR 7.29%
1 YR RETURN 9.00%
3 YR 9.01%
5 YR 5.30%
10 YR --
1 YR RETURN 8.99%
3 YR 9.05%
5 YR 5.17%
10 YR --
Description
The investment seeks to provide a high and sustainable level of current income. The fund invests at least 80% of its assets in U.S. Treasury securities, which include bills, bonds, and notes issued by the U.S. Treasury. It is expected to maintain a dollar-weighted average maturity of 15 to 30 years.
The investment seeks to provide investment results that correspond generally to the price and yield performance of the Bloomberg Barclays Long U.S. Treasury Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in securities that the adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to measure the performance of public obligations of the U.S. Treasury that have a remaining maturity of 10 or more years. The fund is non-diversified.
The investment seeks to track the performance of a market-weighted government bond index with a long-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Bloomberg Barclays U.S. Long Government Float Adjusted Index. This index includes fixed income securities issued by the U.S. Treasury and U.S. government agencies and instrumentalities, as well as corporate or dollar-denominated foreign debt guaranteed by the U.S. government, with maturities greater than 10 years. Under normal circumstances, at least 80% of the fund's assets will be invested in bonds included in the index.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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