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BTTRX vs VUSTX

Both BTTRX and VUSTX are mutual funds. BTTRX has a lower 5-year return than VUSTX (3.38% vs 3.41%). BTTRX has a higher expense ratio than VUSTX (0.55% vs 0.2%). Below is the comparison between BTTRX and VUSTX.

BTTRX VUSTX
Security Type Mutual fund Mutual fund
Segment Taxable Fixed Income: Long Government Taxable Fixed Income: Long Government
Family American Century Investments Vanguard
Net Assets $158.30M $791.90M
Expense Ratio 0.55% 0.20%
Management Style active active
Dividend Yield 2.76% 2.10%
Minimum Investment $3,000.00 $3,000.00
YTD Return -1.05% -8.80%
1-Year Return 0.49% 2.72%
3-Year Return 7.35% 8.36%
5-Year Return 3.38% 3.41%
10-Year Return 5.54% 6.14%

BTTRX description

The Fund seeks to invest only in US Treasury Securities primarily zero-coupon bonds, for high investment return targeted to mature in the year 2025.

BTTRX performance & returns

YTD Return -1.05%
1-Month Return 0.30%
3-Month Return 0.49%
1-Year Return 0.49%
3-Year Return 7.35%
5-Year Return 3.38%
10-Year Return 5.54%
BTTRX expense ratio is 0.55%.

BTTRX holdings

Top 10 Holdings (15.51% of Total Assets)

Name Symbol % Assets
U.S. Treasury Security Stripped Interest Security 0.01% N/A 4.49%
Resolution Funding Corp 0.01% N/A 4.47%
Tennessee Valley Authority 0.01% N/A 3.83%
Federal Home Loan Mortgage Corporation 0.01% N/A 2.00%
US Treasury Note Stripped Principal Payment 0.01% N/A 0.72%

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VUSTX description

The Fund 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. The Fund is expected to maintain a dollar-weighted average maturity of 15 to 30 years.

VUSTX performance & returns

YTD Return -8.80%
1-Month Return 3.71%
3-Month Return 2.72%
1-Year Return 2.72%
3-Year Return 8.36%
5-Year Return 3.41%
10-Year Return 6.14%
VUSTX expense ratio is 0.2%.

VUSTX holdings

Top 10 Holdings (2.94% of Total Assets)

Name Symbol % Assets
United States Treasury Bonds N/A 2.94%

Other relevant VUSTX comparisons

You may also want to check out the following VUSTX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
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