VGSTX vs. VOO
Compare and contrast key facts about Vanguard STAR Fund (VGSTX) and Vanguard S&P 500 ETF (VOO).
VGSTX is managed by Vanguard. It was launched on Mar 29, 1985. 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: VGSTX or VOO.
Correlation
The correlation between VGSTX and VOO is 0.93, 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
VGSTX vs. VOO - Performance Comparison
Key characteristics
VGSTX:
0.79
VOO:
1.88
VGSTX:
1.07
VOO:
2.53
VGSTX:
1.15
VOO:
1.35
VGSTX:
0.41
VOO:
2.81
VGSTX:
3.02
VOO:
11.78
VGSTX:
2.54%
VOO:
2.02%
VGSTX:
9.70%
VOO:
12.67%
VGSTX:
-43.45%
VOO:
-33.99%
VGSTX:
-10.99%
VOO:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with VGSTX having a 4.40% return and VOO slightly higher at 4.61%. Over the past 10 years, VGSTX has underperformed VOO with an annualized return of 3.25%, while VOO has yielded a comparatively higher 13.30% annualized return.
VGSTX
4.40%
2.87%
-0.21%
8.39%
2.25%
3.25%
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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VGSTX vs. VOO - Expense Ratio Comparison
VGSTX has a 0.31% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
VGSTX vs. VOO — Risk-Adjusted Performance Rank
VGSTX
VOO
VGSTX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard STAR Fund (VGSTX) 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
VGSTX vs. VOO - Dividend Comparison
VGSTX's dividend yield for the trailing twelve months is around 2.32%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSTX Vanguard STAR Fund | 2.32% | 2.43% | 2.21% | 2.08% | 1.36% | 1.42% | 2.11% | 2.52% | 1.85% | 2.08% | 2.09% | 2.18% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VGSTX vs. VOO - Drawdown Comparison
The maximum VGSTX drawdown since its inception was -43.45%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VGSTX and VOO. For additional features, visit the drawdowns tool.
Volatility
VGSTX vs. VOO - Volatility Comparison
The current volatility for Vanguard STAR Fund (VGSTX) is 2.14%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.01%. This indicates that VGSTX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.