VASGX vs. IVV
Compare and contrast key facts about Vanguard LifeStrategy Growth Fund (VASGX) and iShares Core S&P 500 ETF (IVV).
VASGX is managed by Vanguard. It was launched on Sep 30, 1994. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VASGX or IVV.
Correlation
The correlation between VASGX and IVV is 0.96, 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
VASGX vs. IVV - Performance Comparison
Key characteristics
VASGX:
1.10
IVV:
1.89
VASGX:
1.47
IVV:
2.55
VASGX:
1.21
IVV:
1.35
VASGX:
1.46
IVV:
2.84
VASGX:
4.69
IVV:
11.79
VASGX:
2.48%
IVV:
2.03%
VASGX:
10.55%
IVV:
12.65%
VASGX:
-51.16%
IVV:
-55.25%
VASGX:
-2.93%
IVV:
-0.39%
Returns By Period
The year-to-date returns for both stocks are quite close, with VASGX having a 4.30% return and IVV slightly lower at 4.21%. Over the past 10 years, VASGX has underperformed IVV with an annualized return of 6.79%, while IVV has yielded a comparatively higher 13.25% annualized return.
VASGX
4.30%
1.86%
2.34%
11.85%
6.84%
6.79%
IVV
4.21%
1.28%
10.52%
24.47%
14.68%
13.25%
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VASGX vs. IVV - Expense Ratio Comparison
VASGX has a 0.14% expense ratio, which is higher than IVV's 0.03% 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
VASGX vs. IVV — Risk-Adjusted Performance Rank
VASGX
IVV
VASGX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy Growth Fund (VASGX) and iShares Core S&P 500 ETF (IVV). 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
VASGX vs. IVV - Dividend Comparison
VASGX's dividend yield for the trailing twelve months is around 2.34%, more than IVV's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VASGX Vanguard LifeStrategy Growth Fund | 2.34% | 2.44% | 2.34% | 2.10% | 1.87% | 1.68% | 2.32% | 2.56% | 2.09% | 2.22% | 2.20% | 2.10% |
IVV iShares Core S&P 500 ETF | 1.25% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
VASGX vs. IVV - Drawdown Comparison
The maximum VASGX drawdown since its inception was -51.16%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for VASGX and IVV. For additional features, visit the drawdowns tool.
Volatility
VASGX vs. IVV - Volatility Comparison
The current volatility for Vanguard LifeStrategy Growth Fund (VASGX) is 2.27%, while iShares Core S&P 500 ETF (IVV) has a volatility of 2.91%. This indicates that VASGX experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.