ACWI vs. VASGX
Compare and contrast key facts about iShares MSCI ACWI ETF (ACWI) and Vanguard LifeStrategy Growth Fund (VASGX).
ACWI is a passively managed fund by iShares that tracks the performance of the MSCI All Country World Index. It was launched on Mar 26, 2008. VASGX is managed by Vanguard. It was launched on Sep 30, 1994.
Performance
ACWI vs. VASGX - Performance Comparison
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ACWI vs. VASGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ACWI iShares MSCI ACWI ETF | -2.21% | 22.41% | 17.45% | 22.27% | -18.39% | 18.66% | 16.34% | 26.59% | -9.19% | 24.33% |
VASGX Vanguard LifeStrategy Growth Fund | -3.57% | 19.65% | 12.95% | 18.76% | -17.21% | 14.35% | 15.45% | 23.14% | -6.89% | 19.21% |
Returns By Period
In the year-to-date period, ACWI achieves a -2.21% return, which is significantly higher than VASGX's -3.57% return. Over the past 10 years, ACWI has outperformed VASGX with an annualized return of 11.58%, while VASGX has yielded a comparatively lower 9.49% annualized return.
ACWI
- 1D
- 3.11%
- 1M
- -6.11%
- YTD
- -2.21%
- 6M
- 0.97%
- 1Y
- 20.86%
- 3Y*
- 16.98%
- 5Y*
- 9.40%
- 10Y*
- 11.58%
VASGX
- 1D
- -0.18%
- 1M
- -7.77%
- YTD
- -3.57%
- 6M
- -0.86%
- 1Y
- 15.75%
- 3Y*
- 13.37%
- 5Y*
- 7.16%
- 10Y*
- 9.49%
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ACWI vs. VASGX - Expense Ratio Comparison
ACWI has a 0.32% expense ratio, which is higher than VASGX's 0.14% expense ratio.
Return for Risk
ACWI vs. VASGX — Risk / Return Rank
ACWI
VASGX
ACWI vs. VASGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI ACWI ETF (ACWI) and Vanguard LifeStrategy Growth Fund (VASGX). 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.
| ACWI | VASGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 1.20 | 0.00 |
Sortino ratioReturn per unit of downside risk | 1.77 | 1.73 | +0.04 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.25 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 1.53 | +0.26 |
Martin ratioReturn relative to average drawdown | 8.26 | 6.92 | +1.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ACWI | VASGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 1.20 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.57 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.71 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.55 | -0.16 |
Correlation
The correlation between ACWI and VASGX is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ACWI vs. VASGX - Dividend Comparison
ACWI's dividend yield for the trailing twelve months is around 1.59%, less than VASGX's 4.25% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACWI iShares MSCI ACWI ETF | 1.59% | 1.55% | 1.70% | 1.88% | 1.79% | 1.71% | 1.43% | 2.33% | 2.18% | 1.94% | 2.19% | 2.56% |
VASGX Vanguard LifeStrategy Growth Fund | 4.25% | 4.09% | 6.15% | 3.00% | 2.10% | 3.54% | 3.54% | 2.34% | 4.36% | 2.13% | 2.23% | 4.54% |
Drawdowns
ACWI vs. VASGX - Drawdown Comparison
The maximum ACWI drawdown since its inception was -56.00%, which is greater than VASGX's maximum drawdown of -51.16%. Use the drawdown chart below to compare losses from any high point for ACWI and VASGX.
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Drawdown Indicators
| ACWI | VASGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.00% | -51.16% | -4.84% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -9.40% | -2.36% |
Max Drawdown (5Y)Largest decline over 5 years | -26.42% | -24.43% | -1.99% |
Max Drawdown (10Y)Largest decline over 10 years | -33.53% | -28.53% | -5.00% |
Current DrawdownCurrent decline from peak | -6.92% | -8.17% | +1.25% |
Average DrawdownAverage peak-to-trough decline | -8.69% | -7.29% | -1.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 2.07% | +0.47% |
Volatility
ACWI vs. VASGX - Volatility Comparison
iShares MSCI ACWI ETF (ACWI) has a higher volatility of 6.38% compared to Vanguard LifeStrategy Growth Fund (VASGX) at 4.33%. This indicates that ACWI's price experiences larger fluctuations and is considered to be riskier than VASGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACWI | VASGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.38% | 4.33% | +2.05% |
Volatility (6M)Calculated over the trailing 6-month period | 10.05% | 7.74% | +2.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.48% | 13.21% | +4.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.97% | 12.66% | +3.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.08% | 13.42% | +3.66% |