VASGX vs. SPY
Compare and contrast key facts about Vanguard LifeStrategy Growth Fund (VASGX) and SPDR S&P 500 ETF (SPY).
VASGX is managed by Vanguard. It was launched on Sep 30, 1994. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VASGX or SPY.
Correlation
The correlation between VASGX and SPY is 0.95, 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. SPY - Performance Comparison
Key characteristics
VASGX:
0.11
SPY:
0.32
VASGX:
0.21
SPY:
0.51
VASGX:
1.03
SPY:
1.07
VASGX:
0.13
SPY:
0.39
VASGX:
0.38
SPY:
1.52
VASGX:
3.22%
SPY:
3.13%
VASGX:
11.51%
SPY:
14.74%
VASGX:
-51.16%
SPY:
-55.19%
VASGX:
-9.23%
SPY:
-12.17%
Returns By Period
In the year-to-date period, VASGX achieves a -2.47% return, which is significantly higher than SPY's -8.15% return. Over the past 10 years, VASGX has underperformed SPY with an annualized return of 6.04%, while SPY has yielded a comparatively higher 11.89% annualized return.
VASGX
-2.47%
-3.54%
-6.57%
0.98%
10.69%
6.04%
SPY
-8.15%
-6.68%
-4.88%
4.64%
18.45%
11.89%
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VASGX vs. SPY - Expense Ratio Comparison
VASGX has a 0.14% expense ratio, which is higher than SPY's 0.09% 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. SPY — Risk-Adjusted Performance Rank
VASGX
SPY
VASGX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy Growth Fund (VASGX) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
VASGX's dividend yield for the trailing twelve months is around 2.50%, more than SPY's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VASGX Vanguard LifeStrategy Growth Fund | 2.50% | 2.44% | 2.34% | 2.10% | 1.87% | 1.68% | 2.32% | 2.56% | 2.09% | 2.22% | 2.20% | 2.10% |
SPY SPDR S&P 500 ETF | 1.34% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
VASGX vs. SPY - Drawdown Comparison
The maximum VASGX drawdown since its inception was -51.16%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VASGX and SPY. For additional features, visit the drawdowns tool.
Volatility
VASGX vs. SPY - Volatility Comparison
The current volatility for Vanguard LifeStrategy Growth Fund (VASGX) is 4.75%, while SPDR S&P 500 ETF (SPY) has a volatility of 7.47%. This indicates that VASGX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.