MAGG vs. VASGX

Last updated Apr 1, 2026

Compare and contrast key facts about Madison Aggregate Bond ETF (MAGG) and Vanguard LifeStrategy Growth Fund (VASGX).

MAGG is an actively managed fund by Madison. It was launched on Aug 28, 2023. VASGX is managed by Vanguard. It was launched on Sep 30, 1994.

Performance

MAGG vs. VASGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Madison Aggregate Bond ETF (MAGG) and Vanguard LifeStrategy Growth Fund (VASGX). The values are adjusted to include any dividend payments, if applicable.

MAGG vs. VASGX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
MAGG Madison Aggregate Bond ETF	-0.07%	7.28%	1.81%	4.42%
VASGX Vanguard LifeStrategy Growth Fund	-3.57%	19.65%	12.95%	6.28%

Returns By Period

In the year-to-date period, MAGG achieves a -0.07% return, which is significantly higher than VASGX's -3.57% return.

MAGG

• 1D: 0.24%
• 1M: -1.74%
• YTD: -0.07%
• 6M: 1.21%
• 1Y: 4.75%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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%

*Multi-year figures are annualized to reflect compound growth (CAGR)

MAGG vs. VASGX - Expense Ratio Comparison

MAGG has a 0.40% expense ratio, which is higher than VASGX's 0.14% expense ratio.

MAGG

Madison Aggregate Bond ETF

VASGX

Vanguard LifeStrategy Growth Fund

Return for Risk

MAGG vs. VASGX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MAGG

MAGG Risk / Return Rank: 58
MAGG Sharpe Ratio Rank: 58
MAGG Sortino Ratio Rank: 58
MAGG Omega Ratio Rank: 50
MAGG Calmar Ratio Rank: 74
MAGG Martin Ratio Rank: 52

VASGX

VASGX Risk / Return Rank: 70
VASGX Sharpe Ratio Rank: 70
VASGX Sortino Ratio Rank: 71
VASGX Omega Ratio Rank: 69
VASGX Calmar Ratio Rank: 68
VASGX Martin Ratio Rank: 73

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MAGG vs. VASGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Madison Aggregate Bond ETF (MAGG) 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.

	MAGG	VASGX	Difference
Sharpe ratio Return per unit of total volatility	1.06	1.20	-0.14
Sortino ratio Return per unit of downside risk	1.54	1.73	-0.19
Omega ratio Gain probability vs. loss probability	1.19	1.25	-0.06
Calmar ratio Return relative to maximum drawdown	1.98	1.53	+0.45
Martin ratio Return relative to average drawdown	5.09	6.92	-1.82
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

MAGG vs. VASGX - Sharpe Ratio Comparison

The current MAGG Sharpe Ratio is 1.06, which is comparable to the VASGX Sharpe Ratio of 1.20. The chart below compares the historical Sharpe Ratios of MAGG and VASGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	MAGG	VASGX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.06	1.20	-0.14
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.57	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.71	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.08	0.55	+0.53

Correlation

The correlation between MAGG and VASGX is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

MAGG vs. VASGX - Dividend Comparison

MAGG's dividend yield for the trailing twelve months is around 4.74%, more than VASGX's 4.25% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MAGG Madison Aggregate Bond ETF	4.74%	4.80%	5.13%	1.49%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
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

MAGG vs. VASGX - Drawdown Comparison

The maximum MAGG drawdown since its inception was -4.56%, smaller than the maximum VASGX drawdown of -51.16%. Use the drawdown chart below to compare losses from any high point for MAGG and VASGX.

Drawdown Indicators

	MAGG	VASGX	Difference
Max Drawdown Largest peak-to-trough decline	-4.56%	-51.16%	+46.60%
Max Drawdown (1Y) Largest decline over 1 year	-2.53%	-9.40%	+6.87%
Max Drawdown (5Y) Largest decline over 5 years	—	-24.43%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-28.53%	—
Current Drawdown Current decline from peak	-1.74%	-8.17%	+6.43%
Average Drawdown Average peak-to-trough decline	-1.24%	-7.29%	+6.05%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.98%	2.07%	-1.09%

Volatility

MAGG vs. VASGX - Volatility Comparison

The current volatility for Madison Aggregate Bond ETF (MAGG) is 1.54%, while Vanguard LifeStrategy Growth Fund (VASGX) has a volatility of 4.33%. This indicates that MAGG experiences smaller price fluctuations and is considered to be less risky than VASGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	MAGG	VASGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.54%	4.33%	-2.79%
Volatility (6M) Calculated over the trailing 6-month period	2.99%	7.74%	-4.75%
Volatility (1Y) Calculated over the trailing 1-year period	4.50%	13.21%	-8.71%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	4.82%	12.66%	-7.84%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	4.82%	13.42%	-8.60%