VASIX vs. IMBA.L
Compare and contrast key facts about Vanguard LifeStrategy Income Fund (VASIX) and iShares US Mortgage Backed Securities UCITS ETF (Acc) (IMBA.L).
VASIX is managed by Vanguard. It was launched on Sep 30, 1994. IMBA.L is a passively managed fund by iShares that tracks the performance of the Bloomberg US Government TR USD. It was launched on Apr 13, 2017.
Performance
VASIX vs. IMBA.L - Performance Comparison
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VASIX vs. IMBA.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VASIX Vanguard LifeStrategy Income Fund | -1.27% | 9.42% | 6.67% | 9.63% | -13.94% | 1.92% | 9.13% | 12.05% | -1.05% | 3.73% |
IMBA.L iShares US Mortgage Backed Securities UCITS ETF (Acc) | -0.36% | 8.36% | 1.51% | 3.65% | -11.44% | -1.51% | 3.69% | 6.24% | 0.55% | 0.92% |
Returns By Period
In the year-to-date period, VASIX achieves a -1.27% return, which is significantly lower than IMBA.L's -0.36% return.
VASIX
- 1D
- 0.26%
- 1M
- -3.65%
- YTD
- -1.27%
- 6M
- 0.05%
- 1Y
- 6.51%
- 3Y*
- 6.68%
- 5Y*
- 2.39%
- 10Y*
- 3.76%
IMBA.L
- 1D
- 0.02%
- 1M
- -2.06%
- YTD
- -0.36%
- 6M
- 1.26%
- 1Y
- 5.09%
- 3Y*
- 3.79%
- 5Y*
- 0.10%
- 10Y*
- —
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VASIX vs. IMBA.L - Expense Ratio Comparison
VASIX has a 0.11% expense ratio, which is lower than IMBA.L's 0.28% expense ratio.
Return for Risk
VASIX vs. IMBA.L — Risk / Return Rank
VASIX
IMBA.L
VASIX vs. IMBA.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy Income Fund (VASIX) and iShares US Mortgage Backed Securities UCITS ETF (Acc) (IMBA.L). 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.
| VASIX | IMBA.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.45 | 0.84 | +0.61 |
Sortino ratioReturn per unit of downside risk | 2.02 | 1.17 | +0.85 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.17 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 1.33 | +0.39 |
Martin ratioReturn relative to average drawdown | 7.48 | 4.58 | +2.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VASIX | IMBA.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 0.84 | +0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.01 | +0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.10 | 0.20 | +0.90 |
Correlation
The correlation between VASIX and IMBA.L is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VASIX vs. IMBA.L - Dividend Comparison
VASIX's dividend yield for the trailing twelve months is around 4.30%, while IMBA.L has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VASIX Vanguard LifeStrategy Income Fund | 4.30% | 4.18% | 7.61% | 3.17% | 2.02% | 3.95% | 2.15% | 2.73% | 3.55% | 1.52% | 2.26% | 2.57% |
IMBA.L iShares US Mortgage Backed Securities UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VASIX vs. IMBA.L - Drawdown Comparison
The maximum VASIX drawdown since its inception was -18.17%, roughly equal to the maximum IMBA.L drawdown of -18.05%. Use the drawdown chart below to compare losses from any high point for VASIX and IMBA.L.
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Drawdown Indicators
| VASIX | IMBA.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.17% | -18.05% | -0.12% |
Max Drawdown (1Y)Largest decline over 1 year | -3.90% | -3.56% | -0.34% |
Max Drawdown (5Y)Largest decline over 5 years | -18.17% | -17.67% | -0.50% |
Max Drawdown (10Y)Largest decline over 10 years | -18.17% | — | — |
Current DrawdownCurrent decline from peak | -3.65% | -2.06% | -1.59% |
Average DrawdownAverage peak-to-trough decline | -1.92% | -4.54% | +2.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.89% | 1.04% | -0.15% |
Volatility
VASIX vs. IMBA.L - Volatility Comparison
Vanguard LifeStrategy Income Fund (VASIX) has a higher volatility of 2.08% compared to iShares US Mortgage Backed Securities UCITS ETF (Acc) (IMBA.L) at 1.77%. This indicates that VASIX's price experiences larger fluctuations and is considered to be riskier than IMBA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VASIX | IMBA.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.08% | 1.77% | +0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 3.03% | 3.21% | -0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.62% | 6.06% | -1.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.68% | 7.10% | -1.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.87% | 5.74% | -0.87% |