VSMGX vs. GAA
Compare and contrast key facts about Vanguard LifeStrategy Moderate Growth Fund (VSMGX) and Cambria Global Asset Allocation ETF (GAA).
VSMGX is managed by Vanguard. It was launched on Sep 30, 1994. GAA is an actively managed fund by Cambria. It was launched on Dec 9, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSMGX or GAA.
Correlation
The correlation between VSMGX and GAA is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VSMGX vs. GAA - Performance Comparison
Key characteristics
VSMGX:
1.02
GAA:
1.19
VSMGX:
1.32
GAA:
1.68
VSMGX:
1.21
GAA:
1.21
VSMGX:
1.13
GAA:
2.08
VSMGX:
4.50
GAA:
5.97
VSMGX:
2.05%
GAA:
1.87%
VSMGX:
9.02%
GAA:
9.31%
VSMGX:
-41.18%
GAA:
-26.57%
VSMGX:
-5.35%
GAA:
-2.23%
Returns By Period
In the year-to-date period, VSMGX achieves a 1.85% return, which is significantly higher than GAA's 1.51% return. Both investments have delivered pretty close results over the past 10 years, with VSMGX having a 5.14% annualized return and GAA not far ahead at 5.15%.
VSMGX
1.85%
-2.65%
0.09%
8.35%
3.98%
5.14%
GAA
1.51%
1.48%
3.23%
8.94%
5.15%
5.15%
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VSMGX vs. GAA - Expense Ratio Comparison
VSMGX has a 0.13% expense ratio, which is lower than GAA's 0.41% expense ratio.
Risk-Adjusted Performance
VSMGX vs. GAA — Risk-Adjusted Performance Rank
VSMGX
GAA
VSMGX vs. GAA - Risk-Adjusted Performance Comparison
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.
Dividends
VSMGX vs. GAA - Dividend Comparison
VSMGX's dividend yield for the trailing twelve months is around 2.81%, less than GAA's 3.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSMGX Vanguard LifeStrategy Moderate Growth Fund | 2.81% | 2.86% | 2.63% | 2.10% | 1.91% | 1.71% | 2.45% | 2.65% | 2.15% | 2.22% | 2.19% | 2.10% |
GAA Cambria Global Asset Allocation ETF | 3.82% | 3.88% | 3.73% | 6.05% | 4.21% | 2.73% | 3.32% | 3.00% | 2.35% | 2.81% | 2.49% | 0.57% |
Drawdowns
VSMGX vs. GAA - Drawdown Comparison
The maximum VSMGX drawdown since its inception was -41.18%, 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.
Volatility
VSMGX vs. GAA - Volatility Comparison
Vanguard LifeStrategy Moderate Growth Fund (VSMGX) has a higher volatility of 5.56% compared to Cambria Global Asset Allocation ETF (GAA) at 2.99%. This indicates that VSMGX's price experiences larger fluctuations and is considered to be riskier than GAA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.