VTWAX vs. VASGX
Compare and contrast key facts about Vanguard Total World Stock Index Fund Admiral Shares (VTWAX) and Vanguard LifeStrategy Growth Fund (VASGX).
VTWAX is managed by Vanguard. It was launched on Feb 7, 2019. VASGX is managed by Vanguard. It was launched on Sep 30, 1994.
Performance
VTWAX vs. VASGX - Performance Comparison
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VTWAX vs. VASGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
VTWAX Vanguard Total World Stock Index Fund Admiral Shares | -4.69% | 22.43% | 16.43% | 21.85% | -18.02% | 18.17% | 16.67% | 17.53% |
VASGX Vanguard LifeStrategy Growth Fund | -3.57% | 19.65% | 12.95% | 18.76% | -17.21% | 14.35% | 15.45% | 15.56% |
Returns By Period
In the year-to-date period, VTWAX achieves a -4.69% return, which is significantly lower than VASGX's -3.57% return.
VTWAX
- 1D
- -0.36%
- 1M
- -9.09%
- YTD
- -4.69%
- 6M
- -1.73%
- 1Y
- 17.91%
- 3Y*
- 15.64%
- 5Y*
- 8.82%
- 10Y*
- —
VASGX
- 1D
- -0.18%
- 1M
- -7.77%
- YTD
- -3.57%
- 6M
- -0.86%
- 1Y
- 15.75%
- 3Y*
- 13.37%
- 5Y*
- 7.16%
- 10Y*
- 9.49%
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VTWAX vs. VASGX - Expense Ratio Comparison
VTWAX has a 0.10% expense ratio, which is lower than VASGX's 0.14% 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%.
Return for Risk
VTWAX vs. VASGX — Risk / Return Rank
VTWAX
VASGX
VTWAX vs. VASGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total World Stock Index Fund Admiral Shares (VTWAX) and Vanguard LifeStrategy Growth Fund (VASGX). 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.
| VTWAX | VASGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 1.20 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.60 | 1.73 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.25 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.53 | -0.17 |
Martin ratioReturn relative to average drawdown | 6.38 | 6.92 | -0.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VTWAX | VASGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.20 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.57 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.71 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.55 | +0.09 |
Correlation
The correlation between VTWAX and VASGX is 0.99, 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
VTWAX vs. VASGX - Dividend Comparison
VTWAX's dividend yield for the trailing twelve months is around 1.85%, less than VASGX's 4.25% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTWAX Vanguard Total World Stock Index Fund Admiral Shares | 1.85% | 1.80% | 1.92% | 2.06% | 2.17% | 1.79% | 1.64% | 2.28% | 0.00% | 0.00% | 0.00% | 0.00% |
VASGX Vanguard LifeStrategy Growth Fund | 4.25% | 4.09% | 6.15% | 3.00% | 2.10% | 3.54% | 3.54% | 2.34% | 4.36% | 2.13% | 2.23% | 4.54% |
Drawdowns
VTWAX vs. VASGX - Drawdown Comparison
The maximum VTWAX drawdown since its inception was -34.20%, smaller than the maximum VASGX drawdown of -51.16%. Use the drawdown chart below to compare losses from any high point for VTWAX and VASGX.
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Drawdown Indicators
| VTWAX | VASGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.20% | -51.16% | +16.96% |
Max Drawdown (1Y)Largest decline over 1 year | -11.73% | -9.40% | -2.33% |
Max Drawdown (5Y)Largest decline over 5 years | -26.40% | -24.43% | -1.97% |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.53% | — |
Current DrawdownCurrent decline from peak | -9.64% | -8.17% | -1.47% |
Average DrawdownAverage peak-to-trough decline | -5.40% | -7.29% | +1.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 2.07% | +0.43% |
Volatility
VTWAX vs. VASGX - Volatility Comparison
Vanguard Total World Stock Index Fund Admiral Shares (VTWAX) has a higher volatility of 5.09% compared to Vanguard LifeStrategy Growth Fund (VASGX) at 4.33%. This indicates that VTWAX's price experiences larger fluctuations and is considered to be riskier than VASGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VTWAX | VASGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.09% | 4.33% | +0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 9.33% | 7.74% | +1.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.55% | 13.21% | +3.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.60% | 12.66% | +2.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.27% | 13.42% | +4.85% |