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 0.77, 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:
0.42
SPMO:
0.94
VSMGX:
0.63
SPMO:
1.42
VSMGX:
1.10
SPMO:
1.20
VSMGX:
0.37
SPMO:
1.16
VSMGX:
1.23
SPMO:
4.33
VSMGX:
3.90%
SPMO:
5.40%
VSMGX:
11.33%
SPMO:
24.73%
VSMGX:
-41.18%
SPMO:
-30.95%
VSMGX:
-6.95%
SPMO:
-9.93%
Returns By Period
In the year-to-date period, VSMGX achieves a 0.13% return, which is significantly higher than SPMO's -2.11% return.
VSMGX
0.13%
-1.63%
-4.55%
4.17%
5.80%
4.61%
SPMO
-2.11%
-4.56%
0.28%
21.66%
20.24%
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 Rank
VSMGX
SPMO
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 2.86%, more than SPMO's 0.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSMGX Vanguard LifeStrategy Moderate Growth Fund | 2.86% | 2.86% | 2.63% | 2.10% | 1.91% | 1.71% | 2.45% | 2.65% | 2.15% | 2.22% | 2.19% | 2.10% |
SPMO Invesco S&P 500® Momentum ETF | 0.55% | 0.48% | 1.63% | 1.66% | 0.52% | 1.27% | 1.39% | 1.05% | 0.77% | 1.94% | 0.36% | 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 7.08%, while Invesco S&P 500® Momentum ETF (SPMO) has a volatility of 16.87%. 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.