AAATX vs. VOO
Compare and contrast key facts about American Funds 2010 Target Date Retirement Fund (AAATX) and Vanguard S&P 500 ETF (VOO).
AAATX is managed by American Funds. It was launched on Jan 31, 2007. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAATX or VOO.
Correlation
The correlation between AAATX and VOO is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AAATX vs. VOO - Performance Comparison
Key characteristics
AAATX:
0.96
VOO:
0.52
AAATX:
1.38
VOO:
0.89
AAATX:
1.20
VOO:
1.13
AAATX:
1.20
VOO:
0.57
AAATX:
4.09
VOO:
2.18
AAATX:
1.65%
VOO:
4.85%
AAATX:
6.65%
VOO:
19.11%
AAATX:
-37.63%
VOO:
-33.99%
AAATX:
-1.16%
VOO:
-7.67%
Returns By Period
In the year-to-date period, AAATX achieves a 2.93% return, which is significantly higher than VOO's -3.41% return. Over the past 10 years, AAATX has underperformed VOO with an annualized return of 3.41%, while VOO has yielded a comparatively higher 12.42% annualized return.
AAATX
2.93%
2.49%
-0.60%
6.36%
4.47%
3.41%
VOO
-3.41%
3.92%
-5.06%
9.92%
15.85%
12.42%
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AAATX vs. VOO - Expense Ratio Comparison
AAATX has a 0.34% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
AAATX vs. VOO — Risk-Adjusted Performance Rank
AAATX
VOO
AAATX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2010 Target Date Retirement Fund (AAATX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AAATX vs. VOO - Dividend Comparison
AAATX's dividend yield for the trailing twelve months is around 2.96%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAATX American Funds 2010 Target Date Retirement Fund | 2.96% | 3.05% | 2.80% | 2.48% | 1.52% | 2.40% | 2.04% | 2.08% | 1.71% | 1.74% | 1.42% | 6.12% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
AAATX vs. VOO - Drawdown Comparison
The maximum AAATX drawdown since its inception was -37.63%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AAATX and VOO. For additional features, visit the drawdowns tool.
Volatility
AAATX vs. VOO - Volatility Comparison
The current volatility for American Funds 2010 Target Date Retirement Fund (AAATX) is 2.06%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.83%. This indicates that AAATX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.