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 63 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 2020 Fund | 0.01% | — | Feb 2001 | VTHRX vs PLWIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | VTHRX vs PMTIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | VTHRX vs FCQTX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | VTHRX vs PTDIX |
Best Risk-Adjusted Alternatives to VTHRX
VTHRX has a PortfoliosLab risk / return rank of 69. There are 191 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 | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | VTHRX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | VTHRX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | VTHRX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | VTHRX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | VTHRX vs URTRX |
Top Performing VTHRX Alternatives (YTD)
VTHRX is at 6.47% YTD. There are 425 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | VTHRX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | VTHRX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | VTHRX vs FWLSX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | VTHRX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | VTHRX vs FDFPX |
Lowest Volatility Alternatives to VTHRX
VTHRX has 8.87% 1-year volatility. There are 211 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | VTHRX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | VTHRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | VTHRX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | VTHRX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | VTHRX vs DRIQX |
Lowest Drawdown Alternatives to VTHRX
VTHRX has a 1-year max drawdown of -6.56%. There are 227 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 Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | VTHRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | VTHRX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | VTHRX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | VTHRX vs PRMYX |
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