Vanguard Target Retirement 2020 Fund (VTWNX) 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 VTWNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VTWNX
VTWNX 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 2055 Fund | 0.01% | — | Feb 2008 | VTWNX vs LTFIX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | VTWNX vs LTSTX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | VTWNX vs LTRIX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | VTWNX vs PPLIX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | VTWNX vs PLWIX |
Best Risk-Adjusted Alternatives to VTWNX
VTWNX has a PortfoliosLab risk / return rank of 69. There are 178 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 | VTWNX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | VTWNX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | VTWNX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | VTWNX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | VTWNX vs URTRX |
Top Performing VTWNX Alternatives (YTD)
VTWNX is at 3.97% YTD. There are 594 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 | VTWNX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | VTWNX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | VTWNX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | VTWNX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | VTWNX vs FQLSX |
Lowest Volatility Alternatives to VTWNX
VTWNX has 5.80% 1-year volatility. There are 70 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 | VTWNX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | VTWNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | VTWNX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | VTWNX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | VTWNX vs DRIQX |
Lowest Drawdown Alternatives to VTWNX
VTWNX has a 1-year max drawdown of -4.43%. There are 72 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 | VTWNX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | VTWNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | VTWNX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | VTWNX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | VTWNX 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 VTWNX
Investors most often compare VTWNX with VTINX, VTTVX, FPIFX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare VTWNX with Any Fund or Stock
Compare VTWNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VTWNX with funds that move differently
Vanguard Target Retirement 2020 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VTWNX.
Explore VTWNX Diversifiers