Vanguard Target Retirement 2030 Fund (VTHRX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VTHRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VTHRX
VTHRX charges 0.08% annually. There are 70 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | VTHRX vs PLTZX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | VTHRX vs LTFIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | VTHRX vs JIEHX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | VTHRX vs LTSTX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | VTHRX vs LTRIX |
Best Risk-Adjusted Alternatives to VTHRX
VTHRX has a PortfoliosLab risk / return rank of 70. There are 287 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | VTHRX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | VTHRX vs SSFNX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 86 | — | Jan 2020 | VTHRX vs DTDRX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 86 | — | Nov 2015 | VTHRX vs DRILX | |
| Prudential Day One Income Fund | 86 | — | Dec 2016 | VTHRX vs PDAHX |
Top Performing VTHRX Alternatives (YTD)
VTHRX is at 7.80% YTD. There are 392 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock LifePath Dynamic 2060 Fund | 13.44% | — | May 2017 | VTHRX vs LPDIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 13.43% | — | Jun 2017 | VTHRX vs FWLSX | |
| BlackRock LifePath Dynamic 2055 Fund | 13.41% | — | Jun 2010 | VTHRX vs LPVIX | |
| Fidelity Flex Freedom Blend 2055 Fund | 13.34% | — | Jun 2017 | VTHRX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 13.32% | — | Jun 2019 | VTHRX vs FDFPX |
Lowest Volatility Alternatives to VTHRX
VTHRX has 8.09% 1-year volatility. There are 257 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.34%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.34% | — | Nov 2015 | VTHRX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.99% | — | Oct 2009 | VTHRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.02% | — | Oct 2009 | VTHRX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.15% | — | Aug 2019 | VTHRX vs FRQHX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.15% | — | Aug 2007 | VTHRX vs FRIMX |
Lowest Drawdown Alternatives to VTHRX
VTHRX has a 1-year max drawdown of -6.56%. There are 256 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | VTHRX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | VTHRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | VTHRX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | VTHRX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | VTHRX vs FRKMX |
Other Mutual Funds from Vanguard
The 10 most viewed Vanguard mutual funds shown here include VTSAX, VFIAX, VTIAX and span 8 categories. AUM among these funds goes as high as $2T.
Often Compared With VTHRX
Investors most often compare VTHRX with VTTHX, FFFEX, VOO. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare VTHRX with Any Fund or Stock
Compare VTHRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VTHRX with funds that move differently
Vanguard Target Retirement 2030 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VTHRX.
Explore VTHRX Diversifiers