VCGAX vs. VUSA.DE
Compare and contrast key facts about VALIC Company I Systematic Core Fund (VCGAX) and Vanguard S&P 500 UCITS ETF (VUSA.DE).
VCGAX is managed by VALIC. It was launched on Apr 29, 1994. VUSA.DE is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on May 22, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VCGAX or VUSA.DE.
Correlation
The correlation between VCGAX and VUSA.DE is 0.53, 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
VCGAX vs. VUSA.DE - Performance Comparison
Key characteristics
VCGAX:
1.64
VUSA.DE:
2.16
VCGAX:
2.24
VUSA.DE:
2.98
VCGAX:
1.30
VUSA.DE:
1.43
VCGAX:
2.52
VUSA.DE:
3.29
VCGAX:
9.58
VUSA.DE:
14.24
VCGAX:
2.16%
VUSA.DE:
1.91%
VCGAX:
12.59%
VUSA.DE:
12.64%
VCGAX:
-61.73%
VUSA.DE:
-33.63%
VCGAX:
-0.51%
VUSA.DE:
-0.27%
Returns By Period
The year-to-date returns for both stocks are quite close, with VCGAX having a 3.71% return and VUSA.DE slightly lower at 3.58%. Over the past 10 years, VCGAX has underperformed VUSA.DE with an annualized return of 6.92%, while VUSA.DE has yielded a comparatively higher 16.42% annualized return.
VCGAX
3.71%
0.71%
9.74%
21.29%
7.81%
6.92%
VUSA.DE
3.58%
1.25%
16.07%
28.25%
15.12%
16.42%
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VCGAX vs. VUSA.DE - Expense Ratio Comparison
VCGAX has a 0.63% expense ratio, which is higher than VUSA.DE's 0.07% expense ratio.
Risk-Adjusted Performance
VCGAX vs. VUSA.DE — Risk-Adjusted Performance Rank
VCGAX
VUSA.DE
VCGAX vs. VUSA.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VALIC Company I Systematic Core Fund (VCGAX) and Vanguard S&P 500 UCITS ETF (VUSA.DE). 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
VCGAX vs. VUSA.DE - Dividend Comparison
VCGAX's dividend yield for the trailing twelve months is around 0.87%, more than VUSA.DE's 0.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VCGAX VALIC Company I Systematic Core Fund | 0.87% | 0.90% | 0.87% | 0.24% | 0.58% | 0.93% | 0.87% | 1.01% | 1.06% | 1.20% | 0.96% | 0.68% |
VUSA.DE Vanguard S&P 500 UCITS ETF | 0.50% | 0.52% | 1.35% | 1.53% | 1.21% | 1.65% | 2.34% | 3.76% | 2.26% | 1.78% | 2.00% | 0.00% |
Drawdowns
VCGAX vs. VUSA.DE - Drawdown Comparison
The maximum VCGAX drawdown since its inception was -61.73%, which is greater than VUSA.DE's maximum drawdown of -33.63%. Use the drawdown chart below to compare losses from any high point for VCGAX and VUSA.DE. For additional features, visit the drawdowns tool.
Volatility
VCGAX vs. VUSA.DE - Volatility Comparison
The current volatility for VALIC Company I Systematic Core Fund (VCGAX) is 2.85%, while Vanguard S&P 500 UCITS ETF (VUSA.DE) has a volatility of 3.22%. This indicates that VCGAX experiences smaller price fluctuations and is considered to be less risky than VUSA.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.