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:
0.68
IVV:
1.87
VASGX:
0.91
IVV:
2.51
VASGX:
1.14
IVV:
1.34
VASGX:
0.83
IVV:
2.81
VASGX:
3.62
IVV:
11.90
VASGX:
2.10%
IVV:
1.99%
VASGX:
11.17%
IVV:
12.71%
VASGX:
-51.16%
IVV:
-55.25%
VASGX:
-9.12%
IVV:
-4.03%
Returns By Period
In the year-to-date period, VASGX achieves a -1.00% return, which is significantly lower than IVV's -0.76% return. Over the past 10 years, VASGX has underperformed IVV with an annualized return of 6.56%, while IVV has yielded a comparatively higher 13.23% annualized return.
VASGX
-1.00%
-8.36%
-4.21%
7.06%
5.53%
6.56%
IVV
-0.76%
-3.46%
4.23%
23.63%
13.94%
13.23%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 1.00%, less than IVV's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VASGX Vanguard LifeStrategy Growth Fund | 1.00% | 0.99% | 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 | 1.31% | 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
Vanguard LifeStrategy Growth Fund (VASGX) has a higher volatility of 6.37% compared to iShares Core S&P 500 ETF (IVV) at 4.66%. This indicates that VASGX's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.