AOA vs. VSMGX
Compare and contrast key facts about iShares Core Aggressive Allocation ETF (AOA) and Vanguard LifeStrategy Moderate Growth Fund (VSMGX).
AOA is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Aggressive Index. It was launched on Nov 4, 2008. VSMGX is managed by Vanguard. It was launched on Sep 30, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AOA or VSMGX.
Correlation
The correlation between AOA and VSMGX is 0.94, 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.
Performance
AOA vs. VSMGX - Performance Comparison
Key characteristics
AOA:
1.78
VSMGX:
1.02
AOA:
2.45
VSMGX:
1.32
AOA:
1.33
VSMGX:
1.21
AOA:
2.83
VSMGX:
1.13
AOA:
10.29
VSMGX:
4.50
AOA:
1.72%
VSMGX:
2.05%
AOA:
9.91%
VSMGX:
9.02%
AOA:
-28.38%
VSMGX:
-41.18%
AOA:
-1.01%
VSMGX:
-5.35%
Returns By Period
In the year-to-date period, AOA achieves a 2.26% return, which is significantly higher than VSMGX's 1.85% return. Over the past 10 years, AOA has outperformed VSMGX with an annualized return of 7.95%, while VSMGX has yielded a comparatively lower 5.14% annualized return.
AOA
2.26%
2.02%
5.06%
16.51%
8.10%
7.95%
VSMGX
1.85%
-2.65%
0.09%
8.35%
3.98%
5.14%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AOA vs. VSMGX - Expense Ratio Comparison
AOA has a 0.25% expense ratio, which is higher than VSMGX's 0.13% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
AOA vs. VSMGX — Risk-Adjusted Performance Rank
AOA
VSMGX
AOA vs. VSMGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Aggressive Allocation ETF (AOA) and Vanguard LifeStrategy Moderate Growth Fund (VSMGX). 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.
Dividends
AOA vs. VSMGX - Dividend Comparison
AOA's dividend yield for the trailing twelve months is around 2.25%, less than VSMGX's 2.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOA iShares Core Aggressive Allocation ETF | 2.25% | 2.30% | 2.22% | 2.10% | 1.67% | 1.71% | 2.50% | 2.37% | 5.09% | 2.02% | 2.15% | 2.18% |
VSMGX Vanguard LifeStrategy Moderate Growth Fund | 2.81% | 2.86% | 2.63% | 2.10% | 1.91% | 1.71% | 2.45% | 2.65% | 2.15% | 2.22% | 2.19% | 2.10% |
Drawdowns
AOA vs. VSMGX - Drawdown Comparison
The maximum AOA drawdown since its inception was -28.38%, smaller than the maximum VSMGX drawdown of -41.18%. Use the drawdown chart below to compare losses from any high point for AOA and VSMGX. For additional features, visit the drawdowns tool.
Volatility
AOA vs. VSMGX - Volatility Comparison
The current volatility for iShares Core Aggressive Allocation ETF (AOA) is 3.96%, while Vanguard LifeStrategy Moderate Growth Fund (VSMGX) has a volatility of 5.56%. This indicates that AOA experiences smaller price fluctuations and is considered to be less risky than VSMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.