VSMGX vs. GAA

In the year-to-date period, VSMGX achieves a 3.61% return, which is significantly lower than GAA's 4.87% return. Both investments have delivered pretty close results over the past 10 years, with VSMGX having a 4.98% annualized return and GAA not far ahead at 5.13%.

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VSMGX has a 0.13% expense ratio, which is lower than GAA's 0.41% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy Moderate Growth Fund (VSMGX) and Cambria Global Asset Allocation ETF (GAA). 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.

The current VSMGX Sharpe Ratio is 0.47, which is lower than the GAA Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of VSMGX and GAA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VSMGX's dividend yield for the trailing twelve months is around 2.76%, less than GAA's 4.08% yield.

The maximum VSMGX drawdown since its inception was -41.13%, which is greater than GAA's maximum drawdown of -26.57%. Use the drawdown chart below to compare losses from any high point for VSMGX and GAA. For additional features, visit the drawdowns tool.

Vanguard LifeStrategy Moderate Growth Fund (VSMGX) and Cambria Global Asset Allocation ETF (GAA) have volatilities of 2.68% and 2.82%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.