ARSBX vs. VTTSX
Compare and contrast key facts about Aristotle Small Cap Equity Fund (ARSBX) and Vanguard Target Retirement 2060 Fund (VTTSX).
ARSBX is managed by Aristotle. It was launched on Oct 30, 2015. VTTSX is managed by Vanguard. It was launched on Jan 19, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARSBX or VTTSX.
Key characteristics
| ARSBX | VTTSX |
|---|
Correlation
The correlation between ARSBX and VTTSX is 0.81, 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
ARSBX vs. VTTSX - Performance Comparison
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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ARSBX vs. VTTSX - Expense Ratio Comparison
ARSBX has a 0.90% expense ratio, which is higher than VTTSX's 0.08% expense ratio.
Risk-Adjusted Performance
ARSBX vs. VTTSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aristotle Small Cap Equity Fund (ARSBX) and Vanguard Target Retirement 2060 Fund (VTTSX). 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
ARSBX vs. VTTSX - Dividend Comparison
ARSBX has not paid dividends to shareholders, while VTTSX's dividend yield for the trailing twelve months is around 2.07%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARSBX Aristotle Small Cap Equity Fund | 0.89% | 0.87% | 5.07% | 3.24% | 1.89% | 2.02% | 4.99% | 4.66% | 0.15% | 0.08% | 0.00% | 0.00% |
VTTSX Vanguard Target Retirement 2060 Fund | 2.07% | 2.14% | 2.09% | 5.67% | 1.83% | 2.11% | 2.31% | 1.77% | 1.98% | 1.92% | 1.67% | 1.38% |
Drawdowns
ARSBX vs. VTTSX - Drawdown Comparison
Volatility
ARSBX vs. VTTSX - Volatility Comparison
The current volatility for Aristotle Small Cap Equity Fund (ARSBX) is 0.00%, while Vanguard Target Retirement 2060 Fund (VTTSX) has a volatility of 3.01%. This indicates that ARSBX experiences smaller price fluctuations and is considered to be less risky than VTTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.