Correlation
The correlation between VASGX and AOA is 0.92, 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.
VASGX vs. AOA
Compare and contrast key facts about Vanguard LifeStrategy Growth Fund (VASGX) and iShares Core Aggressive Allocation ETF (AOA).
VASGX is managed by Vanguard. It was launched on Sep 30, 1994. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VASGX or AOA.
Performance
VASGX vs. AOA - Performance Comparison
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Key characteristics
VASGX:
0.91
AOA:
0.86
VASGX:
1.23
AOA:
1.19
VASGX:
1.18
AOA:
1.17
VASGX:
0.87
AOA:
0.86
VASGX:
3.86
AOA:
3.85
VASGX:
2.91%
AOA:
2.89%
VASGX:
13.65%
AOA:
14.09%
VASGX:
-51.16%
AOA:
-28.38%
VASGX:
-0.24%
AOA:
-0.35%
Returns By Period
The year-to-date returns for both stocks are quite close, with VASGX having a 5.07% return and AOA slightly lower at 4.95%. Both investments have delivered pretty close results over the past 10 years, with VASGX having a 8.04% annualized return and AOA not far behind at 7.78%.
VASGX
5.07%
4.29%
2.33%
11.66%
9.93%
10.46%
8.04%
AOA
4.95%
4.24%
2.30%
11.35%
10.05%
10.68%
7.78%
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VASGX vs. AOA - Expense Ratio Comparison
VASGX has a 0.14% expense ratio, which is lower than AOA's 0.25% expense ratio. Despite the difference, 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
VASGX vs. AOA — Risk-Adjusted Performance Rank
VASGX
AOA
VASGX vs. AOA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy Growth Fund (VASGX) and iShares Core Aggressive Allocation ETF (AOA). 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.
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Dividends
VASGX vs. AOA - Dividend Comparison
VASGX's dividend yield for the trailing twelve months is around 5.85%, more than AOA's 2.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VASGX Vanguard LifeStrategy Growth Fund | 5.85% | 6.15% | 3.00% | 2.22% | 3.54% | 3.54% | 2.34% | 4.36% | 2.13% | 2.23% | 4.54% | 2.76% |
AOA iShares Core Aggressive Allocation ETF | 2.21% | 2.30% | 2.22% | 2.10% | 1.67% | 1.71% | 2.50% | 2.37% | 5.09% | 2.02% | 2.15% | 2.18% |
Drawdowns
VASGX vs. AOA - Drawdown Comparison
The maximum VASGX drawdown since its inception was -51.16%, which is greater than AOA's maximum drawdown of -28.38%. Use the drawdown chart below to compare losses from any high point for VASGX and AOA.
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Volatility
VASGX vs. AOA - Volatility Comparison
Vanguard LifeStrategy Growth Fund (VASGX) and iShares Core Aggressive Allocation ETF (AOA) have volatilities of 3.00% and 3.15%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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