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.
Correlation
The correlation between AANTX and VOO 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
AANTX vs. VOO - Performance Comparison
Key characteristics
AANTX:
0.36
VOO:
0.54
AANTX:
0.60
VOO:
0.88
AANTX:
1.08
VOO:
1.13
AANTX:
0.36
VOO:
0.55
AANTX:
1.44
VOO:
2.27
AANTX:
4.00%
VOO:
4.55%
AANTX:
16.20%
VOO:
19.19%
AANTX:
-29.47%
VOO:
-33.99%
AANTX:
-7.44%
VOO:
-9.90%
Returns By Period
In the year-to-date period, AANTX achieves a -1.91% return, which is significantly higher than VOO's -5.74% return. Over the past 10 years, AANTX has underperformed VOO with an annualized return of 6.26%, while VOO has yielded a comparatively higher 12.12% annualized return.
AANTX
-1.91%
-1.64%
-4.26%
5.39%
8.24%
6.26%
VOO
-5.74%
-2.90%
-4.28%
9.78%
15.72%
12.12%
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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 Rank
AANTX
VOO
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 0.90%, less than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AANTX American Funds 2060 Target Date Retirement Fund | 0.90% | 0.88% | 1.15% | 0.54% | 0.72% | 0.58% | 0.76% | 0.77% | 0.69% | 1.08% | 0.74% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
AANTX vs. VOO - Drawdown Comparison
The maximum AANTX drawdown since its inception was -29.47%, 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 11.09%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.96%. 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.