Vanguard Target Retirement 2025 Fund (VTTVX) Alternatives
Vanguard Target Retirement 2025 Fund (VTTVX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VTTVX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to VTTVX
VTTVX charges 0.08% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among VTTVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | VTTVX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | VTTVX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | VTTVX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | VTTVX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | VTTVX vs BWBIX |
Best Risk-Adjusted Alternatives to VTTVX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | VTTVX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | VTTVX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | VTTVX vs BERIX | |
| Nuveen Flexible Income Fund | 96 | Dec 8, 2009 | VTTVX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | VTTVX vs PMAIX |
Top Performing VTTVX Alternatives (YTD)
VTTVX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PGIM Real Assets Fund | 10.18% | Dec 29, 2010 | VTTVX vs PUDZX | |
| Thornburg Investment Income Builder Fund Class I | 9.82% | Dec 24, 2002 | VTTVX vs TIBIX | |
| DWS RREEF Real Assets Fund - Class A | 9.77% | Jul 30, 2007 | VTTVX vs AAAAX | |
| ICON Equity Income Fund | 9.60% | May 9, 2004 | VTTVX vs IOEZX | |
| Timothy Plan Defensive Strategies Fund | 9.31% | Nov 3, 2009 | VTTVX vs TPDAX |
Lowest Volatility Alternatives to VTTVX
VTTVX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | VTTVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.66% | Apr 8, 2012 | VTTVX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | VTTVX vs AVEFX | |
| American Funds College 2027 Fund | 3.50% | Sep 13, 2012 | VTTVX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.68% | Nov 16, 2003 | VTTVX vs SICIX |
Lowest Drawdown Alternatives to VTTVX
VTTVX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | VTTVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | VTTVX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | VTTVX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | VTTVX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | VTTVX vs SICIX |
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Often Compared With VTTVX
What investors most often compare with VTTVX, based on PortfoliosLab usage data.
Compare VTTVX with Any Fund or Stock
Compare VTTVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.