AALTX vs. VOO
Compare and contrast key facts about American Funds 2050 Target Date Retirement Fund (AALTX) and Vanguard S&P 500 ETF (VOO).
AALTX 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: AALTX or VOO.
Correlation
The correlation between AALTX and VOO is 0.96, 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
AALTX vs. VOO - Performance Comparison
Key characteristics
AALTX:
2.41
VOO:
2.92
AALTX:
3.28
VOO:
3.86
AALTX:
1.44
VOO:
1.54
AALTX:
3.11
VOO:
4.22
AALTX:
15.59
VOO:
19.12
AALTX:
1.65%
VOO:
1.86%
AALTX:
10.68%
VOO:
12.18%
AALTX:
-48.76%
VOO:
-33.99%
AALTX:
0.00%
VOO:
0.00%
Returns By Period
In the year-to-date period, AALTX achieves a 19.01% return, which is significantly lower than VOO's 29.20% return. Over the past 10 years, AALTX has underperformed VOO with an annualized return of 9.67%, while VOO has yielded a comparatively higher 13.49% annualized return.
AALTX
19.01%
1.70%
10.14%
25.13%
10.68%
9.67%
VOO
29.20%
2.86%
14.62%
34.56%
15.93%
13.49%
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AALTX vs. VOO - Expense Ratio Comparison
AALTX has a 0.33% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
AALTX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2050 Target Date Retirement Fund (AALTX) 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
AALTX vs. VOO - Dividend Comparison
AALTX's dividend yield for the trailing twelve months is around 1.07%, less than VOO's 1.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AALTX American Funds 2050 Target Date Retirement Fund | 1.07% | 1.28% | 0.74% | 0.73% | 0.63% | 0.86% | 0.94% | 0.79% | 0.92% | 0.65% | 4.70% | 3.18% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
AALTX vs. VOO - Drawdown Comparison
The maximum AALTX drawdown since its inception was -48.76%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AALTX and VOO. For additional features, visit the drawdowns tool.
Volatility
AALTX vs. VOO - Volatility Comparison
American Funds 2050 Target Date Retirement Fund (AALTX) and Vanguard S&P 500 ETF (VOO) have volatilities of 2.21% and 2.20%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.