VASGX vs. CGGR
VASGX (Vanguard LifeStrategy Growth Fund) and CGGR (Capital Group Growth ETF) are both funds - VASGX is a Diversified Portfolio fund actively managed by Vanguard, while CGGR is a Large Cap Growth Equities fund actively managed by Capital Group. Both are actively managed. Over the past 3 years, VASGX returned 17.41%/yr vs 22.96%/yr for CGGR. Their correlation of 0.92 suggests significant overlap in exposure. VASGX charges 0.14%/yr vs 0.39%/yr for CGGR.
Performance
VASGX vs. CGGR - Performance Comparison
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Returns By Period
In the year-to-date period, VASGX achieves a 10.19% return, which is significantly higher than CGGR's 2.45% return.
VASGX
- 1D
- -0.16%
- 1M
- 1.45%
- YTD
- 10.19%
- 6M
- 9.63%
- 1Y
- 23.77%
- 3Y*
- 17.41%
- 5Y*
- 8.92%
- 10Y*
- 11.05%
CGGR
- 1D
- -2.44%
- 1M
- -1.09%
- YTD
- 2.45%
- 6M
- 1.27%
- 1Y
- 16.51%
- 3Y*
- 22.96%
- 5Y*
- —
- 10Y*
- —
VASGX vs. CGGR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
VASGX Vanguard LifeStrategy Growth Fund | 10.19% | 19.65% | 12.95% | 18.76% | -9.78% |
CGGR Capital Group Growth ETF | 2.45% | 19.75% | 32.12% | 42.18% | -14.68% |
Correlation
The correlation between VASGX and CGGR is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.91 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.89 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2022 | 0.92 |
The correlation between VASGX and CGGR has been stable across timeframes, ranging from 0.89 to 0.92 - a consistent structural relationship.
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Return for Risk
VASGX vs. CGGR — Risk / Return Rank
VASGX
CGGR
VASGX vs. CGGR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy Growth Fund (VASGX) and Capital Group Growth ETF (CGGR). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VASGX | CGGR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.31 | ||
| Sortino ratioReturn per unit of downside risk | +1.75 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 1.18 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 3.03 | 1.10 | +1.94 |
| Martin ratioReturn relative to average drawdown | 13.08 | 3.96 | +9.12 |
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Drawdowns
VASGX vs. CGGR - Drawdown Comparison
The maximum VASGX drawdown since its inception was -51.16%, which is greater than CGGR's maximum drawdown of -28.90%. Use the drawdown chart below to compare losses from any high point for VASGX and CGGR.
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Drawdown Indicators
| VASGX | CGGR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.16% | -28.90% | -22.26% |
Max Drawdown (1Y)Largest decline over 1 year | -8.17% | -15.13% | +6.96% |
Max Drawdown (3Y)Largest decline over 3 years | -12.89% | -23.37% | +10.48% |
Max Drawdown (5Y)Largest decline over 5 years | -24.43% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -28.53% | — | — |
Current DrawdownCurrent decline from peak | -0.60% | -4.63% | +4.03% |
Average DrawdownAverage peak-to-trough decline | -7.24% | -7.67% | +0.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.89% | 4.18% | -2.29% |
Volatility
VASGX vs. CGGR - Volatility Comparison
The current volatility for Vanguard LifeStrategy Growth Fund (VASGX) is 4.37%, while Capital Group Growth ETF (CGGR) has a volatility of 7.67%. This indicates that VASGX experiences smaller price fluctuations and is considered to be less risky than CGGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VASGX | CGGR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | 7.67% | -3.30% |
Volatility (6M)Calculated over the trailing 6-month period | 9.11% | 14.06% | -4.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.00% | 17.58% | -6.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.88% | 22.03% | -9.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.52% | 22.03% | -8.51% |
VASGX vs. CGGR - Expense Ratio Comparison
VASGX has a 0.14% expense ratio, which is lower than CGGR's 0.39% expense ratio.
Dividends
VASGX vs. CGGR - Dividend Comparison
VASGX's dividend yield for the trailing twelve months is around 3.72%, more than CGGR's 0.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGGR Capital Group Growth ETF | 0.09% | 0.10% | 0.33% | 0.40% | 0.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VASGX Vanguard LifeStrategy Growth Fund | 3.72% | 4.09% | 6.15% | 3.00% | 2.10% | 3.54% | 3.54% | 2.34% | 4.36% | 2.13% | 2.23% | 4.54% |
Frequently Asked Questions
With a correlation of 0.91, VASGX and CGGR move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
CGGR has higher volatility (7.67%) compared to VASGX (4.37%). In terms of maximum drawdown, VASGX dropped -51.16% vs CGGR's -28.90%.
VASGX currently has the higher Sharpe Ratio (2.25 vs 0.95), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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