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 0.96, 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
Key characteristics
AANTX:
1.43
VOO:
2.04
AANTX:
2.00
VOO:
2.72
AANTX:
1.27
VOO:
1.38
AANTX:
2.39
VOO:
3.02
AANTX:
9.37
VOO:
13.60
AANTX:
1.81%
VOO:
1.88%
AANTX:
11.90%
VOO:
12.52%
AANTX:
-29.42%
VOO:
-33.99%
AANTX:
-3.37%
VOO:
-3.52%
Returns By Period
In the year-to-date period, AANTX achieves a 15.56% return, which is significantly lower than VOO's 24.65% return.
AANTX
15.56%
0.27%
4.80%
16.20%
9.38%
N/A
VOO
24.65%
-0.29%
7.63%
24.77%
14.57%
13.02%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 0.99%, less than VOO's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AANTX American Funds 2060 Target Date Retirement Fund | 0.99% | 1.15% | 0.54% | 0.72% | 0.58% | 0.76% | 0.77% | 0.69% | 1.08% | 0.74% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 0.92% | 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
American Funds 2060 Target Date Retirement Fund (AANTX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.59% and 3.58%, 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.