VMGMX vs. SSDOX
Compare and contrast key facts about Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) and State Street Target Retirement 2055 Fund (SSDOX).
VMGMX is managed by Vanguard. It was launched on Sep 27, 2011. SSDOX is managed by State Street. It was launched on Sep 29, 2014.
Performance
VMGMX vs. SSDOX - Performance Comparison
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VMGMX vs. SSDOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VMGMX Vanguard Mid-Cap Growth Index Fund Admiral Shares | -7.61% | 10.69% | 15.65% | 23.93% | -28.84% | 20.48% | 34.45% | 33.85% | -5.61% | 21.83% |
SSDOX State Street Target Retirement 2055 Fund | -1.36% | 21.02% | 12.37% | 19.35% | -19.27% | 13.32% | 19.62% | 25.62% | -7.91% | 19.22% |
Returns By Period
In the year-to-date period, VMGMX achieves a -7.61% return, which is significantly lower than SSDOX's -1.36% return. Both investments have delivered pretty close results over the past 10 years, with VMGMX having a 10.62% annualized return and SSDOX not far behind at 10.09%.
VMGMX
- 1D
- 3.15%
- 1M
- -7.31%
- YTD
- -7.61%
- 6M
- -12.10%
- 1Y
- 5.25%
- 3Y*
- 10.47%
- 5Y*
- 4.04%
- 10Y*
- 10.62%
SSDOX
- 1D
- 2.34%
- 1M
- -5.83%
- YTD
- -1.36%
- 6M
- 0.88%
- 1Y
- 19.30%
- 3Y*
- 14.46%
- 5Y*
- 6.93%
- 10Y*
- 10.09%
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VMGMX vs. SSDOX - Expense Ratio Comparison
VMGMX has a 0.07% expense ratio, which is lower than SSDOX's 0.21% 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%.
Return for Risk
VMGMX vs. SSDOX — Risk / Return Rank
VMGMX
SSDOX
VMGMX vs. SSDOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) and State Street Target Retirement 2055 Fund (SSDOX). 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.
| VMGMX | SSDOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 1.32 | -1.04 |
Sortino ratioReturn per unit of downside risk | 0.55 | 1.91 | -1.36 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.29 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 0.39 | 1.80 | -1.41 |
Martin ratioReturn relative to average drawdown | 1.21 | 8.14 | -6.93 |
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
| VMGMX | SSDOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 1.32 | -1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.49 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.68 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.61 | -0.02 |
Correlation
The correlation between VMGMX and SSDOX is 0.89, 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.
Dividends
VMGMX vs. SSDOX - Dividend Comparison
VMGMX's dividend yield for the trailing twelve months is around 0.71%, less than SSDOX's 4.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VMGMX Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.71% | 0.64% | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.82% |
SSDOX State Street Target Retirement 2055 Fund | 4.92% | 4.85% | 4.45% | 2.99% | 4.97% | 4.39% | 3.03% | 6.02% | 5.38% | 0.44% | 1.71% | 2.03% |
Drawdowns
VMGMX vs. SSDOX - Drawdown Comparison
The maximum VMGMX drawdown since its inception was -37.17%, which is greater than SSDOX's maximum drawdown of -29.85%. Use the drawdown chart below to compare losses from any high point for VMGMX and SSDOX.
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Drawdown Indicators
| VMGMX | SSDOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.17% | -29.85% | -7.32% |
Max Drawdown (1Y)Largest decline over 1 year | -15.95% | -10.96% | -4.99% |
Max Drawdown (5Y)Largest decline over 5 years | -37.17% | -27.44% | -9.73% |
Max Drawdown (10Y)Largest decline over 10 years | -37.17% | -29.85% | -7.32% |
Current DrawdownCurrent decline from peak | -13.31% | -6.78% | -6.53% |
Average DrawdownAverage peak-to-trough decline | -7.05% | -5.09% | -1.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.11% | 2.42% | +2.69% |
Volatility
VMGMX vs. SSDOX - Volatility Comparison
Vanguard Mid-Cap Growth Index Fund Admiral Shares (VMGMX) has a higher volatility of 6.47% compared to State Street Target Retirement 2055 Fund (SSDOX) at 5.48%. This indicates that VMGMX's price experiences larger fluctuations and is considered to be riskier than SSDOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VMGMX | SSDOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.47% | 5.48% | +0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 12.40% | 8.76% | +3.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.07% | 15.12% | +5.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.39% | 14.18% | +7.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.93% | 14.77% | +6.16% |