AAMTX vs. VTI
Compare and contrast key facts about American Funds 2055 Target Date Retirement Fund (AAMTX) and Vanguard Total Stock Market ETF (VTI).
AAMTX is managed by American Funds. It was launched on Jan 31, 2010. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAMTX or VTI.
Correlation
The correlation between AAMTX and VTI is 0.95, 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
AAMTX vs. VTI - Performance Comparison
Key characteristics
AAMTX:
0.41
VTI:
0.51
AAMTX:
0.69
VTI:
0.84
AAMTX:
1.10
VTI:
1.12
AAMTX:
0.42
VTI:
0.52
AAMTX:
1.64
VTI:
1.99
AAMTX:
4.11%
VTI:
5.05%
AAMTX:
16.05%
VTI:
19.98%
AAMTX:
-29.80%
VTI:
-55.45%
AAMTX:
-4.84%
VTI:
-7.87%
Returns By Period
In the year-to-date period, AAMTX achieves a 0.88% return, which is significantly higher than VTI's -3.64% return. Over the past 10 years, AAMTX has underperformed VTI with an annualized return of 5.73%, while VTI has yielded a comparatively higher 11.75% annualized return.
AAMTX
0.88%
13.25%
-3.64%
6.57%
8.01%
5.73%
VTI
-3.64%
14.17%
-5.14%
10.03%
15.30%
11.75%
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AAMTX vs. VTI - Expense Ratio Comparison
AAMTX has a 0.33% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
AAMTX vs. VTI — Risk-Adjusted Performance Rank
AAMTX
VTI
AAMTX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2055 Target Date Retirement Fund (AAMTX) and Vanguard Total Stock Market ETF (VTI). 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
AAMTX vs. VTI - Dividend Comparison
AAMTX's dividend yield for the trailing twelve months is around 3.19%, more than VTI's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAMTX American Funds 2055 Target Date Retirement Fund | 3.19% | 3.22% | 2.22% | 6.92% | 4.15% | 2.98% | 3.92% | 4.46% | 2.18% | 3.19% | 4.06% | 4.11% |
VTI Vanguard Total Stock Market ETF | 1.35% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
AAMTX vs. VTI - Drawdown Comparison
The maximum AAMTX drawdown since its inception was -29.80%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for AAMTX and VTI. For additional features, visit the drawdowns tool.
Volatility
AAMTX vs. VTI - Volatility Comparison
The current volatility for American Funds 2055 Target Date Retirement Fund (AAMTX) is 8.24%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 11.92%. This indicates that AAMTX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.