AANTX vs. VOO
Compare and contrast key facts about American Funds 2060 Target Date Retirement Fund (AANTX) and Vanguard S&P 500 ETF (VOO).
AANTX is managed by American Funds. It was launched on Mar 26, 2015. 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: AANTX or VOO.
Key characteristics
| AANTX | VOO | |
|---|---|---|
| YTD Return | 4.35% | 6.62% |
| 1Y Return | 18.77% | 25.71% |
| 3Y Return (Ann) | 2.95% | 8.15% |
| 5Y Return (Ann) | 8.89% | 13.32% |
| Sharpe Ratio | 1.66 | 2.13 |
| Daily Std Dev | 11.23% | 11.67% |
| Max Drawdown | -29.42% | -33.99% |
| Current Drawdown | -3.21% | -3.56% |
Correlation
The correlation between AANTX 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
AANTX vs. VOO - Performance Comparison
In the year-to-date period, AANTX achieves a 4.35% return, which is significantly lower than VOO's 6.62% 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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AANTX vs. VOO - Expense Ratio Comparison
AANTX has a 0.34% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
AANTX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2060 Target Date Retirement Fund (AANTX) 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
AANTX vs. VOO - Dividend Comparison
AANTX's dividend yield for the trailing twelve months is around 2.03%, more than VOO's 1.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AANTX American Funds 2060 Target Date Retirement Fund | 2.03% | 2.12% | 6.21% | 3.50% | 2.57% | 3.27% | 3.50% | 1.56% | 2.33% | 0.77% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
AANTX vs. VOO - Drawdown Comparison
The maximum AANTX drawdown since its inception was -29.42%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for AANTX and VOO. For additional features, visit the drawdowns tool.
Volatility
AANTX vs. VOO - Volatility Comparison
The current volatility for American Funds 2060 Target Date Retirement Fund (AANTX) is 3.70%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.04%. This indicates that AANTX 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.