AADTX vs. VTTVX
Compare and contrast key facts about American Funds 2025 Target Date Retirement Fund (AADTX) and Vanguard Target Retirement 2025 Fund (VTTVX).
AADTX is managed by American Funds. It was launched on Jan 31, 2007. VTTVX is managed by Vanguard. It was launched on Oct 27, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AADTX or VTTVX.
Correlation
The correlation between AADTX and VTTVX is 0.98, 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
AADTX vs. VTTVX - Performance Comparison
Key characteristics
AADTX:
1.65
VTTVX:
1.26
AADTX:
2.29
VTTVX:
1.83
AADTX:
1.30
VTTVX:
1.27
AADTX:
2.50
VTTVX:
1.97
AADTX:
10.32
VTTVX:
6.20
AADTX:
1.00%
VTTVX:
1.78%
AADTX:
6.25%
VTTVX:
8.75%
AADTX:
-47.37%
VTTVX:
-46.03%
AADTX:
-2.22%
VTTVX:
-2.51%
Returns By Period
The year-to-date returns for both investments are quite close, with AADTX having a 9.06% return and VTTVX slightly higher at 9.51%. Both investments have delivered pretty close results over the past 10 years, with AADTX having a 6.42% annualized return and VTTVX not far behind at 6.32%.
AADTX
9.06%
-0.25%
3.79%
9.69%
5.97%
6.42%
VTTVX
9.51%
-0.49%
4.19%
6.05%
5.76%
6.32%
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AADTX vs. VTTVX - Expense Ratio Comparison
AADTX has a 0.34% expense ratio, which is higher than VTTVX's 0.08% expense ratio.
Risk-Adjusted Performance
AADTX vs. VTTVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2025 Target Date Retirement Fund (AADTX) and Vanguard Target Retirement 2025 Fund (VTTVX). 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
AADTX vs. VTTVX - Dividend Comparison
AADTX's dividend yield for the trailing twelve months is around 2.16%, less than VTTVX's 2.50% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AADTX American Funds 2025 Target Date Retirement Fund | 0.00% | 2.36% | 2.15% | 1.08% | 1.68% | 1.48% | 1.47% | 1.11% | 1.20% | 0.92% | 4.75% | 3.44% |
VTTVX Vanguard Target Retirement 2025 Fund | 2.50% | 2.74% | 2.21% | 2.16% | 1.65% | 2.37% | 2.55% | 1.99% | 2.00% | 2.19% | 1.95% | 1.82% |
Drawdowns
AADTX vs. VTTVX - Drawdown Comparison
The maximum AADTX drawdown since its inception was -47.37%, roughly equal to the maximum VTTVX drawdown of -46.03%. Use the drawdown chart below to compare losses from any high point for AADTX and VTTVX. For additional features, visit the drawdowns tool.
Volatility
AADTX vs. VTTVX - Volatility Comparison
American Funds 2025 Target Date Retirement Fund (AADTX) has a higher volatility of 2.31% compared to Vanguard Target Retirement 2025 Fund (VTTVX) at 2.11%. This indicates that AADTX's price experiences larger fluctuations and is considered to be riskier than VTTVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.