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.
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
Key characteristics
VASGX:
0.64
VOO:
1.87
VASGX:
0.86
VOO:
2.50
VASGX:
1.13
VOO:
1.35
VASGX:
0.77
VOO:
2.80
VASGX:
3.28
VOO:
11.95
VASGX:
2.18%
VOO:
1.98%
VASGX:
11.19%
VOO:
12.73%
VASGX:
-51.16%
VOO:
-33.99%
VASGX:
-9.23%
VOO:
-4.03%
Returns By Period
In the year-to-date period, VASGX achieves a -1.11% return, which is significantly lower than VOO's -0.79% return. Over the past 10 years, VASGX has underperformed VOO with an annualized return of 6.50%, while VOO has yielded a comparatively higher 13.25% annualized return.
VASGX
-1.11%
-8.33%
-4.27%
6.93%
5.49%
6.50%
VOO
-0.79%
-3.48%
4.23%
23.66%
13.95%
13.25%
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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 Rank
VASGX
VOO
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 1.00%, less than VOO's 1.25% 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% |
VOO Vanguard S&P 500 ETF | 1.25% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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
Vanguard LifeStrategy Growth Fund (VASGX) has a higher volatility of 6.37% compared to Vanguard S&P 500 ETF (VOO) at 4.65%. This indicates that VASGX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.