VSCGX vs. VOO
Compare and contrast key facts about Vanguard LifeStrategy Conservative Growth Fund (VSCGX) and Vanguard S&P 500 ETF (VOO).
VSCGX is managed by Vanguard. It was launched on Sep 30, 1994. 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.
Performance
VSCGX vs. VOO - Performance Comparison
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VSCGX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSCGX Vanguard LifeStrategy Conservative Growth Fund | -0.76% | 12.87% | 11.65% | 12.72% | -15.00% | 6.04% | 11.51% | 15.69% | -2.95% | 10.02% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, VSCGX achieves a -0.76% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, VSCGX has underperformed VOO with an annualized return of 6.13%, while VOO has yielded a comparatively higher 14.14% annualized return.
VSCGX
- 1D
- 1.32%
- 1M
- -3.37%
- YTD
- -0.76%
- 6M
- 0.79%
- 1Y
- 10.81%
- 3Y*
- 10.39%
- 5Y*
- 4.71%
- 10Y*
- 6.13%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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VSCGX vs. VOO - Expense Ratio Comparison
VSCGX has a 0.12% expense ratio, which is higher than VOO's 0.03% expense ratio. However, 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
VSCGX vs. VOO — Risk / Return Rank
VSCGX
VOO
VSCGX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy Conservative Growth Fund (VSCGX) 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.
| VSCGX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.55 | 1.01 | +0.54 |
Sortino ratioReturn per unit of downside risk | 2.21 | 1.53 | +0.68 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.23 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.17 | 1.55 | +0.61 |
Martin ratioReturn relative to average drawdown | 8.87 | 7.31 | +1.56 |
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
| VSCGX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.55 | 1.01 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.71 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.79 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.83 | 0.00 |
Correlation
The correlation between VSCGX and VOO 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.
Dividends
VSCGX vs. VOO - Dividend Comparison
VSCGX's dividend yield for the trailing twelve months is around 5.58%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSCGX Vanguard LifeStrategy Conservative Growth Fund | 5.58% | 5.50% | 11.03% | 5.23% | 2.79% | 4.18% | 3.28% | 2.62% | 3.81% | 1.65% | 2.43% | 3.21% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
VSCGX vs. VOO - Drawdown Comparison
The maximum VSCGX drawdown since its inception was -30.62%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VSCGX and VOO.
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Drawdown Indicators
| VSCGX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.62% | -33.99% | +3.37% |
Max Drawdown (1Y)Largest decline over 1 year | -5.19% | -11.98% | +6.79% |
Max Drawdown (5Y)Largest decline over 5 years | -20.15% | -24.52% | +4.37% |
Max Drawdown (10Y)Largest decline over 10 years | -20.15% | -33.99% | +13.84% |
Current DrawdownCurrent decline from peak | -3.84% | -5.55% | +1.71% |
Average DrawdownAverage peak-to-trough decline | -3.01% | -3.72% | +0.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.27% | 2.55% | -1.28% |
Volatility
VSCGX vs. VOO - Volatility Comparison
The current volatility for Vanguard LifeStrategy Conservative Growth Fund (VSCGX) is 3.18%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. This indicates that VSCGX 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.
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Volatility by Period
| VSCGX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.18% | 5.34% | -2.16% |
Volatility (6M)Calculated over the trailing 6-month period | 4.60% | 9.47% | -4.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.23% | 18.11% | -10.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.64% | 16.82% | -9.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.32% | 17.99% | -10.67% |