VASIX vs. VONG
Compare and contrast key facts about Vanguard LifeStrategy Income Fund (VASIX) and Vanguard Russell 1000 Growth ETF (VONG).
VASIX is managed by Vanguard. It was launched on Sep 30, 1994. VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VASIX or VONG.
Key characteristics
| VASIX | VONG | |
|---|---|---|
| YTD Return | 5.63% | 32.13% |
| 1Y Return | 13.02% | 45.17% |
| 3Y Return (Ann) | -0.43% | 10.37% |
| 5Y Return (Ann) | 2.33% | 20.12% |
| 10Y Return (Ann) | 3.35% | 16.75% |
| Sharpe Ratio | 2.37 | 2.62 |
| Sortino Ratio | 3.61 | 3.36 |
| Omega Ratio | 1.44 | 1.48 |
| Calmar Ratio | 0.97 | 3.35 |
| Martin Ratio | 13.06 | 13.22 |
| Ulcer Index | 0.94% | 3.32% |
| Daily Std Dev | 5.15% | 16.76% |
| Max Drawdown | -18.17% | -32.72% |
| Current Drawdown | -1.27% | 0.00% |
Correlation
The correlation between VASIX and VONG is 0.59, 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.
Performance
VASIX vs. VONG - Performance Comparison
In the year-to-date period, VASIX achieves a 5.63% return, which is significantly lower than VONG's 32.13% return. Over the past 10 years, VASIX has underperformed VONG with an annualized return of 3.35%, while VONG has yielded a comparatively higher 16.75% 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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VASIX vs. VONG - Expense Ratio Comparison
VASIX has a 0.11% expense ratio, which is higher than VONG's 0.08% 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
VASIX vs. VONG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy Income Fund (VASIX) and Vanguard Russell 1000 Growth ETF (VONG). 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
VASIX vs. VONG - Dividend Comparison
VASIX's dividend yield for the trailing twelve months is around 3.52%, more than VONG's 0.58% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VASIX Vanguard LifeStrategy Income Fund | 3.52% | 3.18% | 2.03% | 2.08% | 1.72% | 2.71% | 2.78% | 2.28% | 2.20% | 2.17% | 2.08% | 1.99% |
VONG Vanguard Russell 1000 Growth ETF | 0.58% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% | 1.28% |
Drawdowns
VASIX vs. VONG - Drawdown Comparison
The maximum VASIX drawdown since its inception was -18.17%, smaller than the maximum VONG drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for VASIX and VONG. For additional features, visit the drawdowns tool.
Volatility
VASIX vs. VONG - Volatility Comparison
The current volatility for Vanguard LifeStrategy Income Fund (VASIX) is 1.28%, while Vanguard Russell 1000 Growth ETF (VONG) has a volatility of 5.19%. This indicates that VASIX experiences smaller price fluctuations and is considered to be less risky than VONG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.