VSMGX vs. VOO
Compare and contrast key facts about Vanguard LifeStrategy Moderate Growth Fund (VSMGX) and Vanguard S&P 500 ETF (VOO).
VSMGX is managed by Vanguard. It was launched on Sep 30, 1994. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSMGX or VOO.
Correlation
The correlation between VSMGX and VOO is 0.94, 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. VOO - Performance Comparison
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Key characteristics
VSMGX:
0.42
VOO:
0.72
VSMGX:
0.68
VOO:
1.15
VSMGX:
1.10
VOO:
1.17
VSMGX:
0.40
VOO:
0.77
VSMGX:
1.27
VOO:
2.94
VSMGX:
4.10%
VOO:
4.87%
VSMGX:
11.33%
VOO:
19.40%
VSMGX:
-41.18%
VOO:
-33.99%
VSMGX:
-3.86%
VOO:
-3.85%
Returns By Period
In the year-to-date period, VSMGX achieves a 3.45% return, which is significantly higher than VOO's 0.59% return. Over the past 10 years, VSMGX has underperformed VOO with an annualized return of 4.96%, while VOO has yielded a comparatively higher 12.75% annualized return.
VSMGX
3.45%
5.40%
-1.74%
4.72%
6.34%
4.96%
VOO
0.59%
9.01%
-0.97%
13.78%
17.33%
12.75%
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VSMGX vs. VOO - Expense Ratio Comparison
VSMGX has a 0.13% expense ratio, which is higher than VOO's 0.03% 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%.
Risk-Adjusted Performance
VSMGX vs. VOO — Risk-Adjusted Performance Rank
VSMGX
VOO
VSMGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy Moderate Growth Fund (VSMGX) and Vanguard S&P 500 ETF (VOO). 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.
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Dividends
VSMGX vs. VOO - Dividend Comparison
VSMGX's dividend yield for the trailing twelve months is around 2.77%, more than VOO's 1.29% 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% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VSMGX vs. VOO - Drawdown Comparison
The maximum VSMGX drawdown since its inception was -41.18%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VSMGX and VOO. For additional features, visit the drawdowns tool.
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Volatility
VSMGX vs. VOO - Volatility Comparison
The current volatility for Vanguard LifeStrategy Moderate Growth Fund (VSMGX) is 2.75%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.20%. This indicates that VSMGX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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