VSMGX vs. XDEB.DE

Last updated Apr 3, 2026

Compare and contrast key facts about Vanguard LifeStrategy Moderate Growth Fund (VSMGX) and Xtrackers MSCI World Minimum Volatility UCITS ETF 1C (XDEB.DE).

VSMGX is managed by Vanguard. It was launched on Sep 30, 1994. XDEB.DE is a passively managed fund by DWS that tracks the performance of the MSCI ACWI NR USD. It was launched on Sep 5, 2014.

Performance

VSMGX vs. XDEB.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard LifeStrategy Moderate Growth Fund (VSMGX) and Xtrackers MSCI World Minimum Volatility UCITS ETF 1C (XDEB.DE). The values are adjusted to include any dividend payments, if applicable.

VSMGX vs. XDEB.DE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
VSMGX Vanguard LifeStrategy Moderate Growth Fund	-0.35%	16.26%	15.03%	15.70%	-16.01%	10.08%	13.59%	19.37%	-4.91%	13.66%
XDEB.DE Xtrackers MSCI World Minimum Volatility UCITS ETF 1C	0.17%	11.46%	11.09%	6.94%	-9.35%	14.23%	2.46%	23.51%	-2.81%	17.62%

Different Trading Currencies

VSMGX is traded in USD, while XDEB.DE is traded in EUR. To make them comparable, the XDEB.DE values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, VSMGX achieves a -0.35% return, which is significantly lower than XDEB.DE's 0.21% return. Over the past 10 years, VSMGX has outperformed XDEB.DE with an annualized return of 8.20%, while XDEB.DE has yielded a comparatively lower 7.49% annualized return.

VSMGX

• 1D: 0.70%
• 1M: -2.27%
• YTD: -0.35%
• 6M: 1.49%
• 1Y: 14.83%
• 3Y*: 13.48%
• 5Y*: 6.75%
• 10Y*: 8.20%

XDEB.DE

• 1D: 0.61%
• 1M: -3.65%
• YTD: 0.21%
• 6M: 0.27%
• 1Y: 3.05%
• 3Y*: 9.45%
• 5Y*: 6.16%
• 10Y*: 7.49%

*Multi-year figures are annualized to reflect compound growth (CAGR)

VSMGX vs. XDEB.DE - Expense Ratio Comparison

VSMGX has a 0.13% expense ratio, which is lower than XDEB.DE's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

XDEB.DE

Xtrackers MSCI World Minimum Volatility UCITS ETF 1C

VSMGX

Vanguard LifeStrategy Moderate Growth Fund

Return for Risk

VSMGX vs. XDEB.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VSMGX

VSMGX Risk / Return Rank: 77
VSMGX Sharpe Ratio Rank: 75
VSMGX Sortino Ratio Rank: 77
VSMGX Omega Ratio Rank: 73
VSMGX Calmar Ratio Rank: 78
VSMGX Martin Ratio Rank: 80

XDEB.DE

XDEB.DE Risk / Return Rank: 5
XDEB.DE Sharpe Ratio Rank: 6
XDEB.DE Sortino Ratio Rank: 5
XDEB.DE Omega Ratio Rank: 5
XDEB.DE Calmar Ratio Rank: 6
XDEB.DE Martin Ratio Rank: 4

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. XDEB.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard LifeStrategy Moderate Growth Fund (VSMGX) and Xtrackers MSCI World Minimum Volatility UCITS ETF 1C (XDEB.DE). 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.

	VSMGX	XDEB.DE	Difference
Sharpe ratio Return per unit of total volatility	1.49	0.24	+1.25
Sortino ratio Return per unit of downside risk	2.13	0.41	+1.72
Omega ratio Gain probability vs. loss probability	1.31	1.06	+0.25
Calmar ratio Return relative to maximum drawdown	2.15	0.36	+1.80
Martin ratio Return relative to average drawdown	9.12	1.69	+7.43
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. XDEB.DE - Sharpe Ratio Comparison

The current VSMGX Sharpe Ratio is 1.49, which is higher than the XDEB.DE Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of VSMGX and XDEB.DE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	VSMGX	XDEB.DE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.49	0.24	+1.25
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.67	0.55	+0.12
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.80	0.65	+0.15
Sharpe Ratio (All Time) Calculated using the full available price history	0.67	0.66	+0.02

Correlation

The correlation between VSMGX and XDEB.DE is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

VSMGX vs. XDEB.DE - Dividend Comparison

VSMGX's dividend yield for the trailing twelve months is around 5.26%, while XDEB.DE has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
VSMGX Vanguard LifeStrategy Moderate Growth Fund	5.26%	5.25%	11.49%	4.01%	2.66%	3.86%	3.46%	2.52%	4.11%	1.09%	2.26%	3.89%
XDEB.DE Xtrackers MSCI World Minimum Volatility UCITS ETF 1C	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

VSMGX vs. XDEB.DE - Drawdown Comparison

The maximum VSMGX drawdown since its inception was -41.13%, which is greater than XDEB.DE's maximum drawdown of -29.08%. Use the drawdown chart below to compare losses from any high point for VSMGX and XDEB.DE.

Drawdown Indicators

	VSMGX	XDEB.DE	Difference
Max Drawdown Largest peak-to-trough decline	-41.13%	-28.57%	-12.56%
Max Drawdown (1Y) Largest decline over 1 year	-6.64%	-9.89%	+3.25%
Max Drawdown (5Y) Largest decline over 5 years	-22.29%	-13.02%	-9.27%
Max Drawdown (10Y) Largest decline over 10 years	-22.43%	-28.57%	+6.14%
Current Drawdown Current decline from peak	-4.28%	-6.73%	+2.45%
Average Drawdown Average peak-to-trough decline	-4.86%	-5.00%	+0.14%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.71%	3.42%	-1.71%

Volatility

VSMGX vs. XDEB.DE - Volatility Comparison

Vanguard LifeStrategy Moderate Growth Fund (VSMGX) has a higher volatility of 4.06% compared to Xtrackers MSCI World Minimum Volatility UCITS ETF 1C (XDEB.DE) at 3.03%. This indicates that VSMGX's price experiences larger fluctuations and is considered to be riskier than XDEB.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	VSMGX	XDEB.DE	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.06%	3.03%	+1.03%
Volatility (6M) Calculated over the trailing 6-month period	6.34%	5.85%	+0.49%
Volatility (1Y) Calculated over the trailing 1-year period	10.26%	12.50%	-2.24%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.12%	11.08%	-0.96%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.32%	12.59%	-2.27%