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.
Key characteristics
VSMGX | VOO | |
---|---|---|
YTD Return | 5.08% | 11.78% |
1Y Return | 14.40% | 28.27% |
3Y Return (Ann) | 2.53% | 10.42% |
5Y Return (Ann) | 6.96% | 15.03% |
10Y Return (Ann) | 6.40% | 13.05% |
Sharpe Ratio | 1.63 | 2.56 |
Daily Std Dev | 8.90% | 11.55% |
Max Drawdown | -41.13% | -33.99% |
Current Drawdown | -0.12% | -0.04% |
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
In the year-to-date period, VSMGX achieves a 5.08% return, which is significantly lower than VOO's 11.78% return. Over the past 10 years, VSMGX has underperformed VOO with an annualized return of 6.40%, while VOO has yielded a comparatively higher 13.05% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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. 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 3.82%, more than VOO's 1.32% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard LifeStrategy Moderate Growth Fund | 3.82% | 4.01% | 2.66% | 3.86% | 3.46% | 2.52% | 4.11% | 2.31% | 2.26% | 3.89% | 2.75% | 2.21% |
Vanguard S&P 500 ETF | 1.32% | 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 -41.13%, 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 2.22%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.37%. 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.