PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
VASGX vs. VXF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

VASGX vs. VXF

Last updated Jun 4, 2026

VASGX (Vanguard LifeStrategy Growth Fund) and VXF (Vanguard Extended Market ETF) are both funds - VASGX is a Diversified Portfolio fund managed by Vanguard, while VXF is a Mid Cap Blend Equities fund tracking the S&P Completion Index. Over the past 10 years, VASGX returned 10.79%/yr vs 12.08%/yr for VXF. Their correlation of 0.85 suggests significant overlap in exposure. VASGX charges 0.14%/yr vs 0.05%/yr for VXF.

Performance

VASGX vs. VXF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard LifeStrategy Growth Fund (VASGX) and Vanguard Extended Market ETF (VXF). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, VASGX achieves a 10.86% return, which is significantly lower than VXF's 13.78% return. Over the past 10 years, VASGX has underperformed VXF with an annualized return of 10.79%, while VXF has yielded a comparatively higher 12.08% annualized return.

VASGX

1D
0.32%
1M
4.71%
YTD
10.86%
6M
11.65%
1Y
25.43%
3Y*
17.90%
5Y*
9.17%
10Y*
10.79%

VXF

1D
-1.02%
1M
4.75%
YTD
13.78%
6M
12.61%
1Y
28.88%
3Y*
19.75%
5Y*
6.53%
10Y*
12.08%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VASGX vs. VXF - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
VASGX
Vanguard LifeStrategy Growth Fund		10.86%19.65%12.95%18.76%-17.21%14.35%15.45%23.14%-6.89%19.21%
VXF
Vanguard Extended Market ETF		13.78%11.40%16.89%25.51%-26.52%12.31%32.45%27.96%-9.34%18.06%

Correlation

The correlation between VASGX and VXF is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.85

Correlation (3Y)
Calculated over the trailing 3-year period

0.86

Correlation (5Y)
Calculated over the trailing 5-year period

0.89

Correlation (10Y)
Calculated over the trailing 10-year period

0.88

Correlation (All Time)
Calculated using the full available price history since Jan 7, 2002

0.85

The correlation between VASGX and VXF has been stable across timeframes, ranging from 0.85 to 0.89 - a consistent structural relationship.

VASGX vs. VXF - Sectors Allocation Comparison

Sectors
VASGX
VXF

Technology

27.4%
19.8%

Financial Services

16.1%
14.6%

Industrials

12.3%
19.3%

Consumer Cyclical

9.4%
9.7%

Healthcare

8.3%
13.3%

Communication Services

8.0%
3.3%

Consumer Defensive

4.8%
2.7%

Energy

4.3%
5.1%

Basic Materials

4.3%
4.2%

Utilities

2.7%
2.0%

Real Estate

2.5%
6.0%

Technology

VASGX
27.4%
VXF
19.8%

Financial Services

VASGX
16.1%
VXF
14.6%

Industrials

VASGX
12.3%
VXF
19.3%

Consumer Cyclical

VASGX
9.4%
VXF
9.7%

Healthcare

VASGX
8.3%
VXF
13.3%

Communication Services

VASGX
8.0%
VXF
3.3%

Consumer Defensive

VASGX
4.8%
VXF
2.7%

Energy

VASGX
4.3%
VXF
5.1%

Basic Materials

VASGX
4.3%
VXF
4.2%

Utilities

VASGX
2.7%
VXF
2.0%

Real Estate

VASGX
2.5%
VXF
6.0%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Vanguard LifeStrategy Growth Fund

Vanguard Extended Market ETF

Often compared with VASGX:
VASGX vs. AOAVASGX vs. VOOVASGX vs. VTSAXVASGX vs. SPYVASGX vs. FASGXVASGX vs. VTWAXVASGX vs. VFORX
Often compared with VXF:
VXF vs. VOOVXF vs. VTIVXF vs. VBVXF vs. VOVXF vs. FZIPXVXF vs. VOTVXF vs. IJR

Return for Risk

VASGX vs. VXF — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
VASGX
VASGX Risk / Return Rank: 7070
Overall Rank
VASGX Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
VASGX Sortino Ratio Rank: 7070
Sortino Ratio Rank
VASGX Omega Ratio Rank: 6767
Omega Ratio Rank
VASGX Calmar Ratio Rank: 6767
Calmar Ratio Rank
VASGX Martin Ratio Rank: 7373
Martin Ratio Rank
VXF
VXF Risk / Return Rank: 5050
Overall Rank
VXF Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
VXF Sortino Ratio Rank: 4747
Sortino Ratio Rank
VXF Omega Ratio Rank: 4444
Omega Ratio Rank
VXF Calmar Ratio Rank: 5656
Calmar Ratio Rank
VXF Martin Ratio Rank: 5757
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VASGX vs. VXF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy Growth Fund (VASGX) and Vanguard Extended Market ETF (VXF). 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.

VASGXVXFDifference
Sharpe ratioReturn per unit of total volatility
2.49
1.69

+0.80

Sortino ratioReturn per unit of downside risk
3.48
2.38

+1.10

Omega ratioGain probability vs. loss probability

1.46

1.29

+0.17

Calmar ratioReturn relative to maximum drawdown

3.15

2.84

+0.31

Martin ratioReturn relative to average drawdown

13.93

10.07

+3.86

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

VASGX vs. VXF - Sharpe Ratio Comparison

The current VASGX Sharpe Ratio is 2.49, which is higher than the VXF Sharpe Ratio of 1.69. The chart below compares the historical Sharpe Ratios of VASGX and VXF, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Loading charts...

Sharpe Ratios by Period

VASGXVXFDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.49

1.69

+0.80

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.72

0.29

+0.43

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.80

0.54

+0.26

Sharpe Ratio (All Time)

Calculated using the full available price history

0.58

0.46

+0.13

Drawdowns

VASGX vs. VXF - Drawdown Comparison

The maximum VASGX drawdown since its inception was -51.16%, smaller than the maximum VXF drawdown of -58.03%. Use the drawdown chart below to compare losses from any high point for VASGX and VXF.

Loading charts...

Drawdown Indicators

VASGXVXFDifference

Max Drawdown

Largest peak-to-trough decline

-51.16%

-58.03%

+6.87%

Max Drawdown (1Y)

Largest decline over 1 year

-8.17%

-10.21%

+2.04%

Max Drawdown (3Y)

Largest decline over 3 years

-12.89%

-26.92%

+14.03%

Max Drawdown (5Y)

Largest decline over 5 years

-24.43%

-36.39%

+11.96%

Max Drawdown (10Y)

Largest decline over 10 years

-28.53%

-41.72%

+13.19%

Current Drawdown

Current decline from peak

0.00%

-1.02%

+1.02%

Average Drawdown

Average peak-to-trough decline

-7.25%

-9.55%

+2.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.85%

2.87%

-1.02%

Volatility

VASGX vs. VXF - Volatility Comparison

The current volatility for Vanguard LifeStrategy Growth Fund (VASGX) is 3.14%, while Vanguard Extended Market ETF (VXF) has a volatility of 4.87%. This indicates that VASGX experiences smaller price fluctuations and is considered to be less risky than VXF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Loading charts...

Volatility by Period

VASGXVXFDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.14%

4.87%

-1.73%

Volatility (6M)

Calculated over the trailing 6-month period

8.27%

12.44%

-4.17%

Volatility (1Y)

Calculated over the trailing 1-year period

10.34%

17.22%

-6.88%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.77%

22.33%

-9.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.48%

22.29%

-8.81%

VASGX vs. VXF - Expense Ratio Comparison

VASGX has a 0.14% expense ratio, which is higher than VXF's 0.05% 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%.

Dividends

VASGX vs. VXF - Dividend Comparison

VASGX's dividend yield for the trailing twelve months is around 3.69%, more than VXF's 1.02% yield.

PositionTTM20252024202320222021202020192018201720162015
VASGX
Vanguard LifeStrategy Growth Fund		3.69%4.09%6.15%3.00%2.10%3.54%3.54%2.34%4.36%2.13%2.23%4.54%
VXF
Vanguard Extended Market ETF		1.02%1.14%1.09%1.27%1.15%1.13%1.07%1.30%1.66%1.25%1.43%1.35%

Frequently Asked Questions

VASGX and VXF have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VXF has higher volatility (4.87%) compared to VASGX (3.14%). In terms of maximum drawdown, VASGX dropped -51.16% vs VXF's -58.03%.

VASGX currently has the higher Sharpe Ratio (2.49 vs 1.69), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for VASGX and VXF

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer