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VSMGX vs. VITAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

VSMGX vs. VITAX

Last updated Apr 1, 2026

Compare and contrast key facts about Vanguard LifeStrategy Moderate Growth Fund (VSMGX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).

VSMGX is managed by Vanguard. It was launched on Sep 30, 1994. VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.

Performance

VSMGX vs. VITAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard LifeStrategy Moderate Growth Fund (VSMGX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). The values are adjusted to include any dividend payments, if applicable.

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VSMGX vs. VITAX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
VSMGX
Vanguard LifeStrategy Moderate Growth Fund		-2.81%16.26%15.03%15.70%-16.01%10.08%13.59%19.37%-4.91%13.66%
VITAX
Vanguard Information Technology Index Fund Admiral Shares		-11.14%21.78%29.26%52.69%-29.67%30.36%45.93%48.72%2.51%37.07%

Returns By Period

In the year-to-date period, VSMGX achieves a -2.81% return, which is significantly higher than VITAX's -11.14% return. Over the past 10 years, VSMGX has underperformed VITAX with an annualized return of 7.93%, while VITAX has yielded a comparatively higher 20.84% annualized return.

VSMGX

1D
-0.03%
1M
-6.43%
YTD
-2.81%
6M
-0.53%
1Y
12.75%
3Y*
12.54%
5Y*
6.40%
10Y*
7.93%

VITAX

1D
-1.79%
1M
-7.83%
YTD
-11.14%
6M
-10.25%
1Y
23.94%
3Y*
20.87%
5Y*
14.06%
10Y*
20.84%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Vanguard LifeStrategy Moderate Growth Fund

Vanguard Information Technology Index Fund Admiral Shares

Often compared with VSMGX:
VSMGX vs. VSCGXVSMGX vs. VBIAXVSMGX vs. AOAVSMGX vs. VOOVSMGX vs. AOMVSMGX vs. VTVSMGX vs. ABALX
Often compared with VITAX:
VITAX vs. VGTVITAX vs. FSELXVITAX vs. VFIAXVITAX vs. QQQVITAX vs. VOOVITAX vs. VTSAXVITAX vs. VTWAX

VSMGX vs. VITAX - Expense Ratio Comparison

VSMGX has a 0.13% expense ratio, which is higher than VITAX's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

VSMGX
Vanguard LifeStrategy Moderate Growth Fund
VITAX
Vanguard Information Technology Index Fund Admiral Shares

Return for Risk

VSMGX vs. VITAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
VSMGX
VSMGX Risk / Return Rank: 7373
Overall Rank
VSMGX Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
VSMGX Sortino Ratio Rank: 7575
Sortino Ratio Rank
VSMGX Omega Ratio Rank: 7171
Omega Ratio Rank
VSMGX Calmar Ratio Rank: 7272
Calmar Ratio Rank
VSMGX Martin Ratio Rank: 7575
Martin Ratio Rank
VITAX
VITAX Risk / Return Rank: 4747
Overall Rank
VITAX Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
VITAX Sortino Ratio Rank: 5252
Sortino Ratio Rank
VITAX Omega Ratio Rank: 4848
Omega Ratio Rank
VITAX Calmar Ratio Rank: 5353
Calmar Ratio Rank
VITAX Martin Ratio Rank: 3838
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VSMGX vs. VITAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy Moderate Growth Fund (VSMGX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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.

VSMGXVITAXDifference

Sharpe ratio

Return per unit of total volatility

1.27

0.87

+0.40

Sortino ratio

Return per unit of downside risk

1.82

1.39

+0.43

Omega ratio

Gain probability vs. loss probability

1.26

1.19

+0.07

Calmar ratio

Return relative to maximum drawdown

1.64

1.26

+0.39

Martin ratio

Return relative to average drawdown

7.16

3.92

+3.24

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

VSMGX vs. VITAX - Sharpe Ratio Comparison

The current VSMGX Sharpe Ratio is 1.27, which is higher than the VITAX Sharpe Ratio of 0.87. The chart below compares the historical Sharpe Ratios of VSMGX and VITAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

VSMGXVITAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.27

0.87

+0.40

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.64

0.56

+0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.77

0.85

-0.07

Sharpe Ratio (All Time)

Calculated using the full available price history

0.67

0.59

+0.08

Correlation

The correlation between VSMGX and VITAX is 0.84, 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.

Dividends

VSMGX vs. VITAX - Dividend Comparison

VSMGX's dividend yield for the trailing twelve months is around 5.40%, more than VITAX's 0.46% yield.

TTM20252024202320222021202020192018201720162015
VSMGX
Vanguard LifeStrategy Moderate Growth Fund		5.40%5.25%11.49%4.01%2.66%3.86%3.46%2.52%4.11%1.09%2.26%3.89%
VITAX
Vanguard Information Technology Index Fund Admiral Shares		0.46%0.40%0.60%0.65%0.91%0.63%0.82%1.11%1.29%0.99%1.31%1.28%

Drawdowns

VSMGX vs. VITAX - Drawdown Comparison

The maximum VSMGX drawdown since its inception was -41.13%, smaller than the maximum VITAX drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for VSMGX and VITAX.

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Drawdown Indicators

VSMGXVITAXDifference

Max Drawdown

Largest peak-to-trough decline

-41.13%

-54.81%

+13.68%

Max Drawdown (1Y)

Largest decline over 1 year

-7.24%

-16.38%

+9.14%

Max Drawdown (5Y)

Largest decline over 5 years

-22.29%

-35.10%

+12.81%

Max Drawdown (10Y)

Largest decline over 10 years

-22.43%

-35.10%

+12.67%

Current Drawdown

Current decline from peak

-6.64%

-16.38%

+9.74%

Average Drawdown

Average peak-to-trough decline

-4.86%

-8.06%

+3.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.66%

5.24%

-3.58%

Volatility

VSMGX vs. VITAX - Volatility Comparison

The current volatility for Vanguard LifeStrategy Moderate Growth Fund (VSMGX) is 3.58%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 6.70%. This indicates that VSMGX experiences smaller price fluctuations and is considered to be less risky than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

VSMGXVITAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.58%

6.70%

-3.12%

Volatility (6M)

Calculated over the trailing 6-month period

6.05%

15.84%

-9.79%

Volatility (1Y)

Calculated over the trailing 1-year period

10.11%

27.38%

-17.27%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

10.09%

25.22%

-15.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.30%

24.69%

-14.39%