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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSCGX or VOO.
Correlation
The correlation between VSCGX and VOO is 0.87, 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. VOO - Performance Comparison
Key characteristics
VSCGX:
0.74
VOO:
1.88
VSCGX:
0.96
VOO:
2.52
VSCGX:
1.15
VOO:
1.34
VSCGX:
0.51
VOO:
2.87
VSCGX:
2.66
VOO:
12.06
VSCGX:
2.00%
VOO:
2.01%
VSCGX:
7.19%
VOO:
12.80%
VSCGX:
-30.68%
VOO:
-33.99%
VSCGX:
-5.01%
VOO:
-1.31%
Returns By Period
In the year-to-date period, VSCGX achieves a 1.86% return, which is significantly lower than VOO's 2.69% return. Over the past 10 years, VSCGX has underperformed VOO with an annualized return of 3.51%, while VOO has yielded a comparatively higher 13.45% annualized return.
VSCGX
1.86%
1.86%
0.20%
4.87%
2.05%
3.51%
VOO
2.69%
2.69%
13.66%
24.67%
15.17%
13.45%
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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%.
Risk-Adjusted Performance
VSCGX vs. VOO — Risk-Adjusted Performance Rank
VSCGX
VOO
VSCGX vs. VOO - Risk-Adjusted Performance 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.
Dividends
VSCGX vs. VOO - Dividend Comparison
VSCGX's dividend yield for the trailing twelve months is around 3.18%, more than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSCGX Vanguard LifeStrategy Conservative Growth Fund | 3.18% | 3.24% | 2.93% | 2.05% | 1.98% | 1.73% | 2.58% | 2.70% | 2.21% | 2.22% | 2.19% | 2.16% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VSCGX vs. VOO - Drawdown Comparison
The maximum VSCGX drawdown since its inception was -30.68%, 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. For additional features, visit the drawdowns tool.
Volatility
VSCGX vs. VOO - Volatility Comparison
The current volatility for Vanguard LifeStrategy Conservative Growth Fund (VSCGX) is 1.88%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.94%. 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.