VSMGX vs. SPMO
Compare and contrast key facts about Vanguard LifeStrategy Moderate Growth Fund (VSMGX) and Invesco S&P 500® Momentum ETF (SPMO).
VSMGX is managed by Vanguard. It was launched on Sep 30, 1994. SPMO is a passively managed fund by Invesco that tracks the performance of the S&P 500 Momentum Index. It was launched on Oct 9, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSMGX or SPMO.
Correlation
The correlation between VSMGX and SPMO is 0.71, 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
VSMGX vs. SPMO - Performance Comparison
Key characteristics
VSMGX:
1.37
SPMO:
2.72
VSMGX:
1.93
SPMO:
3.54
VSMGX:
1.25
SPMO:
1.48
VSMGX:
1.17
SPMO:
3.76
VSMGX:
8.00
SPMO:
15.40
VSMGX:
1.33%
SPMO:
3.21%
VSMGX:
7.73%
SPMO:
18.17%
VSMGX:
-41.18%
SPMO:
-30.95%
VSMGX:
-2.77%
SPMO:
-3.16%
Returns By Period
In the year-to-date period, VSMGX achieves a 10.64% return, which is significantly lower than SPMO's 46.40% return.
VSMGX
10.64%
-0.57%
4.49%
9.72%
4.92%
5.40%
SPMO
46.40%
0.06%
9.58%
47.42%
19.45%
N/A
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VSMGX vs. SPMO - Expense Ratio Comparison
Both VSMGX and SPMO have an expense ratio of 0.13%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VSMGX vs. SPMO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy Moderate Growth Fund (VSMGX) and Invesco S&P 500® Momentum ETF (SPMO). 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. SPMO - Dividend Comparison
VSMGX's dividend yield for the trailing twelve months is around 2.61%, more than SPMO's 0.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSMGX Vanguard LifeStrategy Moderate Growth Fund | 2.61% | 2.63% | 2.10% | 1.91% | 1.71% | 2.45% | 2.65% | 2.15% | 2.22% | 2.19% | 2.10% | 1.93% |
SPMO Invesco S&P 500® Momentum ETF | 0.28% | 1.63% | 1.66% | 0.52% | 1.27% | 1.39% | 1.05% | 0.77% | 1.94% | 0.36% | 0.00% | 0.00% |
Drawdowns
VSMGX vs. SPMO - Drawdown Comparison
The maximum VSMGX drawdown since its inception was -41.18%, which is greater than SPMO's maximum drawdown of -30.95%. Use the drawdown chart below to compare losses from any high point for VSMGX and SPMO. For additional features, visit the drawdowns tool.
Volatility
VSMGX vs. SPMO - Volatility Comparison
The current volatility for Vanguard LifeStrategy Moderate Growth Fund (VSMGX) is 2.42%, while Invesco S&P 500® Momentum ETF (SPMO) has a volatility of 5.12%. This indicates that VSMGX experiences smaller price fluctuations and is considered to be less risky than SPMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.