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Vanguard LifeStrategy 60/40 Fund (VSMGX) belongs to the Allocation--50% to 70% Equity category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VSMGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Other Mutual Funds from Vanguard

The 10 most viewed Vanguard mutual funds shown here include VTSAX, VFIAX, VTIAX and span 8 categories. AUM among these funds goes as high as $2T.


Often Compared With VSMGX

Investors most often compare VSMGX with VSCGX, AOA, VOO. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Vanguard LifeStrategy 40/60 FundDiversified Portfolio
56
4.72%
11.40BSep 1994VSMGX vs VSCGX
iShares Core 80/20 Aggressive Allocation ETFDiversified Portfolio
65
8.51%
3.20BNov 2008VSMGX vs AOA
Vanguard S&P 500 ETFS&P 500
63
8.09%
1.70TSep 2010VSMGX vs VOO
iShares Core Moderate Allocation ETFDiversified Portfolio
65
4.79%
1.80BNov 2008VSMGX vs AOM
Vanguard Total World Stock ETFGlobal Equities
65
10.43%
95.30BJun 2008VSMGX vs VT
American Funds American Balanced Fund Class ADiversified Portfolio
78
8.56%
Jul 1975VSMGX vs ABALX
Invesco S&P 500 Momentum ETFMomentum, S&P 500
80
34.38%
21.99BOct 2015VSMGX vs SPMO
Cambria Global Asset Allocation ETFDiversified Portfolio
68
7.45%
72.33MDec 2014VSMGX vs GAA
Vanguard Dividend Appreciation ETFDividend
61
7.42%
127.80BApr 2006VSMGX vs VIG
T. Rowe Price Spectrum Moderate Growth Allocation ...Diversified Portfolio
51
7.82%
Jul 1994VSMGX vs TRSGX
PIMCO All Asset FundTactical Allocation
89
8.52%
Nov 2002VSMGX vs PAAIX
Principal MidCap R6Mid Cap Growth Equities
1
-6.36%
Nov 2016VSMGX vs PMAQX
American Funds Conservative Growth and Income Port...Diversified Portfolio
47
3.88%
May 2012VSMGX vs INPAX
Ishares Lifepath Target Date 2035 ETFTarget Retirement Date
67
7.27%
102.10MOct 2023VSMGX vs ITDC
George Putnam Balanced FundDiversified Portfolio
74
6.58%
Nov 1937VSMGX vs PGEOX
Vanguard Core-Plus Bond Fund Admiral SharesTotal Bond Market
36
1.25%
Oct 2021VSMGX vs VCPAX
Xtrackers MSCI World Minimum Volatility UCITS ETF ...Global Equities
18
3.07%
Sep 2014VSMGX vs XDEB.DE
PGIM Global Total Return Fund - Class R6Global Bonds
7
-0.37%
Feb 2012VSMGX vs PGTQX
SPDR S&P 500 Low Volatility UCITS ETFS&P 500
23
8.57%
Oct 2012VSMGX vs SPY1.DE
Vanguard LifeStrategy Growth FundDiversified Portfolio
58
8.44%
27.10BSep 1994VSMGX vs VASGX

Compare VSMGX with Any Fund or Stock

Compare VSMGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair VSMGX with funds that move differently

Vanguard LifeStrategy 60/40 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VSMGX.

Explore VSMGX Diversifiers