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 67 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 2045 Fund | 0.01% | — | Feb 2008 | VTHRX vs LTRIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | VTHRX vs PTDIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | VTHRX vs PMTIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | VTHRX vs PLTZX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | VTHRX vs LTIUX |
Best Risk-Adjusted Alternatives to VTHRX
VTHRX has a PortfoliosLab risk / return rank of 63. There are 372 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | VTHRX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | VTHRX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | VTHRX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | VTHRX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | VTHRX vs FRAMX |
Top Performing VTHRX Alternatives (YTD)
VTHRX is at 7.47% YTD. There are 423 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | VTHRX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | VTHRX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | VTHRX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | VTHRX vs FIRVX | |
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | VTHRX vs FWLSX |
Lowest Volatility Alternatives to VTHRX
VTHRX has 8.64% 1-year volatility. There are 229 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | VTHRX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | VTHRX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | VTHRX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | VTHRX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | VTHRX vs FIKFX |
Lowest Drawdown Alternatives to VTHRX
VTHRX has a 1-year max drawdown of -6.56%. There are 249 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 2010 Fund Class K | -3.42% | — | Aug 2019 | VTHRX vs FRQKX |
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 10 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