VASGX vs. VOO
Compare and contrast key facts about Vanguard LifeStrategy Growth Fund (VASGX) and Vanguard S&P 500 ETF (VOO).
VASGX is managed by Vanguard. It was launched on Sep 30, 1994. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VASGX or VOO.
Key characteristics
VASGX | VOO | |
---|---|---|
YTD Return | 4.38% | 7.94% |
1Y Return | 17.11% | 28.21% |
3Y Return (Ann) | 3.22% | 8.82% |
5Y Return (Ann) | 8.00% | 13.59% |
10Y Return (Ann) | 7.66% | 12.69% |
Sharpe Ratio | 1.67 | 2.33 |
Daily Std Dev | 10.01% | 11.70% |
Max Drawdown | -51.16% | -33.99% |
Current Drawdown | -1.37% | -2.36% |
Correlation
The correlation between VASGX and VOO 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. VOO - Performance Comparison
In the year-to-date period, VASGX achieves a 4.38% return, which is significantly lower than VOO's 7.94% return. Over the past 10 years, VASGX has underperformed VOO with an annualized return of 7.66%, while VOO has yielded a comparatively higher 12.69% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VASGX vs. VOO - Expense Ratio Comparison
VASGX has a 0.14% expense ratio, which is higher than VOO'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. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy Growth Fund (VASGX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
VASGX's dividend yield for the trailing twelve months is around 2.87%, more than VOO's 1.36% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard LifeStrategy Growth Fund | 2.87% | 3.00% | 2.22% | 3.54% | 3.54% | 2.34% | 4.36% | 2.13% | 2.23% | 4.54% | 2.76% | 2.12% |
Vanguard S&P 500 ETF | 1.36% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VASGX vs. VOO - Drawdown Comparison
The maximum VASGX drawdown since its inception was -51.16%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VASGX and VOO. For additional features, visit the drawdowns tool.
Volatility
VASGX vs. VOO - Volatility Comparison
The current volatility for Vanguard LifeStrategy Growth Fund (VASGX) is 3.30%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.09%. This indicates that VASGX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.