Below is a breakdown of Treasury Bond Index Fund offerings from Vanguard and Fidelity with a minimum initial investment between $3000 and $10000. The Vanguard bond funds have an asset allocation of between 53% - 68% Treasury Debt. Ethan Bloch's favorite funds are highlighted in Yellow. Performance calculations are as of 11/30/2008 Definitions of the tables headings are at the bottom of the page |
| Vanguard Treasury Bond Index Funds |
| Fund | Symbol | Minimum | Expense Ratio | 10 Year Return | Lifetime Return | Fund Inception |
| Vanguard Short-Term Bond Index Fund Investor Shares | VBISX | $3000 | 0.18% | 4.72% | 5.30% | 03/01/1994 |
| Vanguard Short-Term Bond Index Fund Admiral Shares | VBIRX | $100000 | 0.10% | N/A | 3.77% | 11/12/2001 |
| Vanguard Intermediate-Term Bond Index Fund Investor | VBIIX | $3000 | 0.18% | 5.29% | 6.18% | 03/01/1994 |
| Vanguard Intermediate-Term Bond Index Fund Admiral | VBILX | $100000 | 0.10% | N/A | 4.49% | 11/12/2001 |
| Vanguard Long-Term Bond Index Fund | VBLTX | $3000 | 0.18% | 5.52% | 6.98% | 03/01/1994 |
| Fidelity Treasury Bond Index Funds |
| Fund | Symbol | Minimum | Expense Ratio | 10 Year Return | Lifetime Return | Fund Inception |
| Spartan Short-Term Treasury Bond Index Fund - Investor | FSBIX | $10000 | 0.20% | N/A | 6.52% | 12/20/2005 |
| Spartan Short-Term Treasury Bond Index Fund-Advantage | FSBAX | $100000 | 0.10% | N/A | 6.63% | 12/20/2005 |
| Spartan Intermediate Treasury Bond Index Fund - Investor | FIBIX | $10000 | 0.20% | N/A | 8.37% | 12/20/2005 |
| Spartan Intermediate Treasury Bond Index - Advantage | FIBAX | $100000 | 0.10% | N/A | 8.48% | 12/20/2005 |
| Spartan Long-Term Treasury Bond Index Fund - Investor | FLBIX | $10000 | 0.20% | N/A | 8.77 % | 12/20/2005 |
| Spartan Long-Term Treasury Bond Index - Advantage | FLBAX | $100000 | 0.10% | N/A | 8.88 % | 12/20/2005 |
| Minimum | Minimum initial investment required to invest in fund |
| Expense ratio | Fee's associated with the fund |
| 10 Year Return | Return over past 10 years recorded as of 11/30/2008 |
| Lifetime Return | Return since the funds creation as of 11/30/2008 |
| Fund Inception | Date of funds creation |