50/30/20 VGT/VOOG/VOO
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
VGT Vanguard Information Technology ETF | Technology Equities | 50% |
VOO Vanguard S&P 500 ETF | Large Cap Growth Equities | 20% |
VOOG Vanguard S&P 500 Growth ETF | Large Cap Blend Equities | 30% |
Performance
Performance Chart
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The earliest data available for this chart is Sep 9, 2010, corresponding to the inception date of VOO
Returns By Period
As of May 14, 2025, the 50/30/20 VGT/VOOG/VOO returned -0.24% Year-To-Date and 17.03% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 0.08% | 9.75% | -1.63% | 12.74% | 15.66% | 10.77% |
| 50/30/20 VGT/VOOG/VOO | -0.24% | 14.79% | -0.40% | 18.70% | 19.44% | 17.03% |
| Portfolio components: | ||||||
VOO Vanguard S&P 500 ETF | 0.46% | 9.97% | -1.04% | 14.18% | 17.41% | 12.74% |
VOOG Vanguard S&P 500 Growth ETF | 1.18% | 13.41% | 1.74% | 21.64% | 17.88% | 14.74% |
VGT Vanguard Information Technology ETF | -1.53% | 17.56% | -1.61% | 18.50% | 20.95% | 19.99% |
Monthly Returns
The table below presents the monthly returns of 50/30/20 VGT/VOOG/VOO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.91% | -2.58% | -8.18% | 1.05% | 9.38% | -0.24% | |||||||
| 2024 | 2.18% | 5.62% | 2.08% | -4.78% | 7.04% | 6.75% | -0.89% | 1.63% | 2.47% | -0.76% | 6.44% | -0.21% | 30.43% |
| 2023 | 7.80% | -0.84% | 7.43% | 0.61% | 5.08% | 6.27% | 3.01% | -1.62% | -5.65% | -2.03% | 11.14% | 4.52% | 40.39% |
| 2022 | -7.49% | -4.10% | 3.76% | -11.46% | -1.17% | -8.82% | 12.36% | -5.28% | -10.73% | 6.70% | 5.29% | -7.40% | -27.41% |
| 2021 | -0.73% | 1.29% | 2.16% | 5.67% | -0.75% | 5.78% | 3.30% | 3.60% | -5.56% | 8.23% | 1.84% | 2.89% | 30.64% |
| 2020 | 2.58% | -7.34% | -10.35% | 13.93% | 6.64% | 5.14% | 6.29% | 9.80% | -4.61% | -3.55% | 11.40% | 4.76% | 36.41% |
| 2019 | 7.81% | 5.54% | 3.25% | 5.18% | -7.31% | 7.62% | 2.41% | -1.66% | 1.15% | 2.84% | 4.56% | 3.45% | 39.69% |
| 2018 | 7.06% | -1.33% | -3.07% | 0.12% | 5.32% | 0.00% | 3.05% | 6.57% | 0.43% | -8.04% | 0.06% | -8.48% | 0.28% |
| 2017 | 3.36% | 4.50% | 1.54% | 1.94% | 3.34% | -1.28% | 3.26% | 2.03% | 1.15% | 5.15% | 1.96% | 0.49% | 30.94% |
| 2016 | -5.46% | -0.75% | 7.87% | -2.68% | 3.79% | -1.17% | 5.90% | 1.11% | 1.38% | -1.27% | 1.39% | 1.49% | 11.44% |
| 2015 | -2.80% | 7.03% | -2.03% | 1.00% | 2.01% | -2.92% | 2.65% | -5.96% | -1.85% | 9.75% | 0.72% | -2.21% | 4.40% |
| 2014 | -2.80% | 4.96% | -0.13% | -0.23% | 3.19% | 2.59% | -0.35% | 4.20% | -1.25% | 2.27% | 3.92% | -0.98% | 16.13% |
Expense Ratio
50/30/20 VGT/VOOG/VOO has an expense ratio of 0.09%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 50/30/20 VGT/VOOG/VOO is 46, indicating average performance compared to other portfolios on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. 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.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
VOO Vanguard S&P 500 ETF | 0.74 | 1.15 | 1.17 | 0.77 | 2.94 |
VOOG Vanguard S&P 500 Growth ETF | 0.87 | 1.32 | 1.19 | 0.98 | 3.29 |
VGT Vanguard Information Technology ETF | 0.62 | 1.07 | 1.15 | 0.71 | 2.32 |
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Dividends
Dividend yield
50/30/20 VGT/VOOG/VOO provided a 0.68% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 0.68% | 0.69% | 0.95% | 1.07% | 0.73% | 0.98% | 1.31% | 1.46% | 1.25% | 1.50% | 1.53% | 1.32% |
| Portfolio components: | ||||||||||||
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
VOOG Vanguard S&P 500 Growth ETF | 0.55% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
VGT Vanguard Information Technology ETF | 0.52% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the 50/30/20 VGT/VOOG/VOO. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the 50/30/20 VGT/VOOG/VOO was 32.29%, occurring on Oct 14, 2022. Recovery took 295 trading sessions.
The current 50/30/20 VGT/VOOG/VOO drawdown is 4.37%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.29% | Dec 28, 2021 | 202 | Oct 14, 2022 | 295 | Dec 18, 2023 | 497 |
| -32.13% | Feb 20, 2020 | 23 | Mar 23, 2020 | 70 | Jul 1, 2020 | 93 |
| -23.88% | Jan 24, 2025 | 52 | Apr 8, 2025 | — | — | — |
| -21.91% | Oct 4, 2018 | 56 | Dec 24, 2018 | 68 | Apr 3, 2019 | 124 |
| -17.02% | May 2, 2011 | 78 | Aug 19, 2011 | 108 | Jan 25, 2012 | 186 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 3 assets, with an effective number of assets of 2.63, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | VGT | VOO | VOOG | Portfolio | |
|---|---|---|---|---|---|
| ^GSPC | 1.00 | 0.89 | 1.00 | 0.95 | 0.94 |
| VGT | 0.89 | 1.00 | 0.89 | 0.93 | 0.99 |
| VOO | 1.00 | 0.89 | 1.00 | 0.95 | 0.94 |
| VOOG | 0.95 | 0.93 | 0.95 | 1.00 | 0.97 |
| Portfolio | 0.94 | 0.99 | 0.94 | 0.97 | 1.00 |