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Treasury Bond Index Funds

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.
The Fidelity bond funds have an asset allocation of between 98% - 99% Treasury Debt.
This means that Fidelity treasury bond funds provide at least 30% more exposure to Treasury Debt. (You can get more information on the individual asset allocation of each fund, by clicking on the name of the fund below and then navigating to the Portfolio & Management section [Vanguard] or Composition section [Fidelity] on the brokerage website.)

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


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