VMFGX vs. AOA
Compare and contrast key facts about Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares (VMFGX) and iShares Core Aggressive Allocation ETF (AOA).
VMFGX is managed by Vanguard. It was launched on Mar 28, 2011. AOA is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Aggressive Index. It was launched on Nov 4, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VMFGX or AOA.
Correlation
The correlation between VMFGX and AOA is 0.88, 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
VMFGX vs. AOA - Performance Comparison
Key characteristics
VMFGX:
0.71
AOA:
1.62
VMFGX:
1.09
AOA:
2.26
VMFGX:
1.13
AOA:
1.30
VMFGX:
1.27
AOA:
2.55
VMFGX:
2.93
AOA:
9.24
VMFGX:
3.94%
AOA:
1.72%
VMFGX:
16.28%
AOA:
9.82%
VMFGX:
-39.15%
AOA:
-28.38%
VMFGX:
-6.85%
AOA:
-0.19%
Returns By Period
In the year-to-date period, VMFGX achieves a 1.49% return, which is significantly lower than AOA's 4.24% return. Over the past 10 years, VMFGX has outperformed AOA with an annualized return of 9.37%, while AOA has yielded a comparatively lower 7.89% annualized return.
VMFGX
1.49%
-4.40%
3.24%
12.41%
9.65%
9.37%
AOA
4.24%
1.94%
5.85%
16.04%
8.62%
7.89%
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VMFGX vs. AOA - Expense Ratio Comparison
VMFGX has a 0.08% expense ratio, which is lower than AOA's 0.25% expense ratio. Despite the difference, 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
VMFGX vs. AOA — Risk-Adjusted Performance Rank
VMFGX
AOA
VMFGX vs. AOA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares (VMFGX) and iShares Core Aggressive Allocation ETF (AOA). 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
VMFGX vs. AOA - Dividend Comparison
VMFGX's dividend yield for the trailing twelve months is around 0.83%, less than AOA's 2.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMFGX Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares | 0.83% | 0.84% | 1.21% | 1.12% | 0.53% | 0.79% | 1.22% | 1.18% | 0.93% | 1.14% | 1.14% | 0.91% |
AOA iShares Core Aggressive Allocation ETF | 2.20% | 2.30% | 2.22% | 2.10% | 1.67% | 1.71% | 2.50% | 2.37% | 5.09% | 2.02% | 2.15% | 2.18% |
Drawdowns
VMFGX vs. AOA - Drawdown Comparison
The maximum VMFGX drawdown since its inception was -39.15%, which is greater than AOA's maximum drawdown of -28.38%. Use the drawdown chart below to compare losses from any high point for VMFGX and AOA. For additional features, visit the drawdowns tool.
Volatility
VMFGX vs. AOA - Volatility Comparison
Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares (VMFGX) has a higher volatility of 4.00% compared to iShares Core Aggressive Allocation ETF (AOA) at 2.20%. This indicates that VMFGX's price experiences larger fluctuations and is considered to be riskier than AOA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.