VSCGX vs. AOM
Compare and contrast key facts about Vanguard LifeStrategy Conservative Growth Fund (VSCGX) and iShares Core Moderate Allocation ETF (AOM).
VSCGX is managed by Vanguard. It was launched on Sep 30, 1994. AOM is a passively managed fund by iShares that tracks the performance of the S&P Target Risk Moderate. 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: VSCGX or AOM.
Key characteristics
| VSCGX | AOM | |
|---|---|---|
| YTD Return | 9.10% | 9.72% |
| 1Y Return | 16.34% | 16.88% |
| 3Y Return (Ann) | 1.92% | 2.42% |
| 5Y Return (Ann) | 4.95% | 5.11% |
| 10Y Return (Ann) | 5.16% | 4.95% |
| Sharpe Ratio | 2.44 | 2.39 |
| Daily Std Dev | 6.61% | 6.94% |
| Max Drawdown | -30.62% | -19.96% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between VSCGX and AOM 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.
Performance
VSCGX vs. AOM - Performance Comparison
In the year-to-date period, VSCGX achieves a 9.10% return, which is significantly lower than AOM's 9.72% return. Both investments have delivered pretty close results over the past 10 years, with VSCGX having a 5.16% annualized return and AOM not far behind at 4.95%. 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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VSCGX vs. AOM - Expense Ratio Comparison
VSCGX has a 0.12% expense ratio, which is lower than AOM'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
VSCGX vs. AOM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy Conservative Growth Fund (VSCGX) and iShares Core Moderate Allocation ETF (AOM). 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
VSCGX vs. AOM - Dividend Comparison
VSCGX's dividend yield for the trailing twelve months is around 5.10%, more than AOM's 2.72% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSCGX Vanguard LifeStrategy Conservative Growth Fund | 5.10% | 5.24% | 2.79% | 4.18% | 3.28% | 2.62% | 3.80% | 2.46% | 2.43% | 3.21% | 4.66% | 2.48% |
AOM iShares Core Moderate Allocation ETF | 2.72% | 2.79% | 2.27% | 1.56% | 2.02% | 2.66% | 2.53% | 3.31% | 2.14% | 1.98% | 2.08% | 1.87% |
Drawdowns
VSCGX vs. AOM - Drawdown Comparison
The maximum VSCGX drawdown since its inception was -30.62%, which is greater than AOM's maximum drawdown of -19.96%. Use the drawdown chart below to compare losses from any high point for VSCGX and AOM. For additional features, visit the drawdowns tool.
Volatility
VSCGX vs. AOM - Volatility Comparison
The current volatility for Vanguard LifeStrategy Conservative Growth Fund (VSCGX) is 1.81%, while iShares Core Moderate Allocation ETF (AOM) has a volatility of 2.05%. This indicates that VSCGX experiences smaller price fluctuations and is considered to be less risky than AOM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.