VASGX vs. QQQ
Compare and contrast key facts about Vanguard LifeStrategy Growth Fund (VASGX) and Invesco QQQ (QQQ).
VASGX is managed by Vanguard. It was launched on Sep 30, 1994. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VASGX or QQQ.
Performance
VASGX vs. QQQ - Performance Comparison
Returns By Period
In the year-to-date period, VASGX achieves a 14.46% return, which is significantly lower than QQQ's 23.84% return. Over the past 10 years, VASGX has underperformed QQQ with an annualized return of 7.01%, while QQQ has yielded a comparatively higher 18.03% annualized return.
VASGX
14.46%
0.06%
7.60%
20.01%
8.03%
7.01%
QQQ
23.84%
1.82%
11.65%
30.35%
20.97%
18.03%
Key characteristics
| VASGX | QQQ | |
|---|---|---|
| Sharpe Ratio | 2.14 | 1.78 |
| Sortino Ratio | 2.98 | 2.37 |
| Omega Ratio | 1.39 | 1.32 |
| Calmar Ratio | 2.19 | 2.28 |
| Martin Ratio | 13.65 | 8.27 |
| Ulcer Index | 1.49% | 3.73% |
| Daily Std Dev | 9.48% | 17.37% |
| Max Drawdown | -51.16% | -82.98% |
| Current Drawdown | -1.22% | -1.78% |
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. QQQ - Expense Ratio Comparison
VASGX has a 0.14% expense ratio, which is lower than QQQ's 0.20% 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%.
Correlation
The correlation between VASGX and QQQ is 0.84, 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.
Risk-Adjusted Performance
VASGX vs. QQQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy Growth Fund (VASGX) and Invesco QQQ (QQQ). 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. QQQ - Dividend Comparison
VASGX's dividend yield for the trailing twelve months is around 2.18%, more than QQQ's 0.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VASGX Vanguard LifeStrategy Growth Fund | 2.18% | 2.34% | 2.10% | 1.87% | 1.68% | 2.32% | 2.56% | 2.09% | 2.22% | 2.20% | 2.10% | 1.92% |
QQQ Invesco QQQ | 0.60% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% | 1.41% | 1.02% |
Drawdowns
VASGX vs. QQQ - Drawdown Comparison
The maximum VASGX drawdown since its inception was -51.16%, smaller than the maximum QQQ drawdown of -82.98%. Use the drawdown chart below to compare losses from any high point for VASGX and QQQ. For additional features, visit the drawdowns tool.
Volatility
VASGX vs. QQQ - Volatility Comparison
The current volatility for Vanguard LifeStrategy Growth Fund (VASGX) is 2.54%, while Invesco QQQ (QQQ) has a volatility of 5.41%. This indicates that VASGX experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.