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 a closer substitute for your current allocation.
Cheapest Alternatives to VTTVX
VTTVX charges 0.08% annually. There are 8 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | VTTVX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | VTTVX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | VTTVX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | VTTVX vs BWBIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | VTTVX vs VTMFX |
Best Risk-Adjusted Alternatives to VTTVX
VTTVX has a PortfoliosLab risk / return rank of 70. There are 183 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | VTTVX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | VTTVX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | VTTVX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | VTTVX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | VTTVX vs AYBLX |
Top Performing VTTVX Alternatives (YTD)
VTTVX is at 6.37% YTD. There are 275 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | VTTVX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | VTTVX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | VTTVX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | VTTVX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | VTTVX vs SMIFX |
Lowest Volatility Alternatives to VTTVX
VTTVX has 7.27% 1-year volatility. There are 183 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | VTTVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | VTTVX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | VTTVX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | VTTVX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | VTTVX vs CSTAX |
Lowest Drawdown Alternatives to VTTVX
VTTVX has a 1-year max drawdown of -5.57%. There are 179 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | VTTVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | VTTVX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | VTTVX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | VTTVX vs SICIX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | VTTVX vs FSRKX |
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 VTTVX
Investors most often compare VTTVX with TRRHX, FFTWX, VOO. These 20 comparison targets span 8 categories, 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.
Pair VTTVX with funds that move differently
Vanguard Target Retirement 2025 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VTTVX.
Explore VTTVX Diversifiers