AAHTX vs. VONG
Compare and contrast key facts about American Funds 2045 Target Date Retirement Fund (AAHTX) and Vanguard Russell 1000 Growth ETF (VONG).
AAHTX is managed by American Funds. It was launched on Jan 31, 2007. VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAHTX or VONG.
Key characteristics
| AAHTX | VONG | |
|---|---|---|
| YTD Return | 17.69% | 32.13% |
| 1Y Return | 30.16% | 45.17% |
| 3Y Return (Ann) | 4.58% | 10.37% |
| 5Y Return (Ann) | 10.82% | 20.12% |
| 10Y Return (Ann) | 9.54% | 16.75% |
| Sharpe Ratio | 2.78 | 2.62 |
| Sortino Ratio | 3.83 | 3.36 |
| Omega Ratio | 1.52 | 1.48 |
| Calmar Ratio | 2.39 | 3.35 |
| Martin Ratio | 18.69 | 13.22 |
| Ulcer Index | 1.57% | 3.32% |
| Daily Std Dev | 10.56% | 16.76% |
| Max Drawdown | -48.86% | -32.72% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between AAHTX and VONG is 0.90, 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
AAHTX vs. VONG - Performance Comparison
In the year-to-date period, AAHTX achieves a 17.69% return, which is significantly lower than VONG's 32.13% return. Over the past 10 years, AAHTX has underperformed VONG with an annualized return of 9.54%, while VONG has yielded a comparatively higher 16.75% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AAHTX vs. VONG - Expense Ratio Comparison
AAHTX has a 0.33% expense ratio, which is higher than VONG's 0.08% expense ratio.
Risk-Adjusted Performance
AAHTX vs. VONG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2045 Target Date Retirement Fund (AAHTX) and Vanguard Russell 1000 Growth ETF (VONG). 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
AAHTX vs. VONG - Dividend Comparison
AAHTX's dividend yield for the trailing twelve months is around 1.17%, more than VONG's 0.58% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAHTX American Funds 2045 Target Date Retirement Fund | 1.17% | 1.38% | 0.86% | 0.72% | 0.71% | 0.95% | 1.03% | 0.80% | 0.95% | 0.67% | 4.47% | 3.12% |
VONG Vanguard Russell 1000 Growth ETF | 0.58% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% | 1.28% |
Drawdowns
AAHTX vs. VONG - Drawdown Comparison
The maximum AAHTX drawdown since its inception was -48.86%, which is greater than VONG's maximum drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for AAHTX and VONG. For additional features, visit the drawdowns tool.
Volatility
AAHTX vs. VONG - Volatility Comparison
The current volatility for American Funds 2045 Target Date Retirement Fund (AAHTX) is 2.84%, while Vanguard Russell 1000 Growth ETF (VONG) has a volatility of 5.19%. This indicates that AAHTX experiences smaller price fluctuations and is considered to be less risky than VONG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.