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
Key characteristics
VSMGX:
1.37
VOO:
2.25
VSMGX:
1.93
VOO:
2.98
VSMGX:
1.25
VOO:
1.42
VSMGX:
1.17
VOO:
3.31
VSMGX:
8.00
VOO:
14.77
VSMGX:
1.33%
VOO:
1.90%
VSMGX:
7.73%
VOO:
12.46%
VSMGX:
-41.18%
VOO:
-33.99%
VSMGX:
-2.77%
VOO:
-2.47%
Returns By Period
In the year-to-date period, VSMGX achieves a 10.64% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, VSMGX has underperformed VOO with an annualized return of 5.40%, while VOO has yielded a comparatively higher 13.08% annualized return.
VSMGX
10.64%
-0.57%
4.49%
9.72%
4.92%
5.40%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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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 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.
Dividends
VSMGX vs. VOO - Dividend Comparison
VSMGX's dividend yield for the trailing twelve months is around 2.61%, more than VOO's 0.91% 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% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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.
Volatility
VSMGX vs. VOO - Volatility Comparison
The current volatility for Vanguard LifeStrategy Moderate Growth Fund (VSMGX) is 2.42%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.75%. 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.