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 0.72, 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:
0.90
SPMO:
2.07
VSMGX:
1.18
SPMO:
2.75
VSMGX:
1.18
SPMO:
1.37
VSMGX:
1.00
SPMO:
2.88
VSMGX:
3.29
SPMO:
11.60
VSMGX:
2.44%
SPMO:
3.27%
VSMGX:
8.94%
SPMO:
18.34%
VSMGX:
-41.18%
SPMO:
-30.95%
VSMGX:
-3.86%
SPMO:
-0.16%
Returns By Period
In the year-to-date period, VSMGX achieves a 3.45% return, which is significantly lower than SPMO's 8.50% return.
VSMGX
3.45%
2.43%
-0.37%
8.40%
4.25%
5.12%
SPMO
8.50%
4.50%
15.08%
40.17%
19.81%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 2.77%, more than SPMO's 0.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSMGX Vanguard LifeStrategy Moderate Growth Fund | 2.77% | 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 | 0.44% | 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 1.98%, while Invesco S&P 500® Momentum ETF (SPMO) has a volatility of 4.76%. 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.