FCFEX vs. VFV.TO
Compare and contrast key facts about Fidelity Advisor Freedom 2030 Fund Class C (FCFEX) and Vanguard S&P 500 Index ETF (VFV.TO).
FCFEX is managed by Fidelity. It was launched on Jul 24, 2003. VFV.TO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Nov 2, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCFEX or VFV.TO.
Correlation
The correlation between FCFEX and VFV.TO is 0.86, 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
FCFEX vs. VFV.TO - Performance Comparison
Key characteristics
FCFEX:
1.14
VFV.TO:
2.57
FCFEX:
1.63
VFV.TO:
3.60
FCFEX:
1.20
VFV.TO:
1.47
FCFEX:
0.59
VFV.TO:
4.00
FCFEX:
5.20
VFV.TO:
18.17
FCFEX:
1.90%
VFV.TO:
1.68%
FCFEX:
8.59%
VFV.TO:
11.84%
FCFEX:
-56.22%
VFV.TO:
-27.43%
FCFEX:
-7.15%
VFV.TO:
-1.30%
Returns By Period
In the year-to-date period, FCFEX achieves a 3.93% return, which is significantly higher than VFV.TO's 2.63% return. Over the past 10 years, FCFEX has underperformed VFV.TO with an annualized return of 1.47%, while VFV.TO has yielded a comparatively higher 14.47% annualized return.
FCFEX
3.93%
4.61%
2.71%
10.39%
0.90%
1.47%
VFV.TO
2.63%
3.45%
14.50%
29.40%
15.64%
14.47%
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FCFEX vs. VFV.TO - Expense Ratio Comparison
FCFEX has a 1.66% expense ratio, which is higher than VFV.TO's 0.09% expense ratio.
Risk-Adjusted Performance
FCFEX vs. VFV.TO — Risk-Adjusted Performance Rank
FCFEX
VFV.TO
FCFEX vs. VFV.TO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2030 Fund Class C (FCFEX) and Vanguard S&P 500 Index ETF (VFV.TO). 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
FCFEX vs. VFV.TO - Dividend Comparison
FCFEX's dividend yield for the trailing twelve months is around 1.25%, more than VFV.TO's 0.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCFEX Fidelity Advisor Freedom 2030 Fund Class C | 1.25% | 1.29% | 1.19% | 1.76% | 1.54% | 0.33% | 0.84% | 1.22% | 0.50% | 0.76% | 3.13% | 6.88% |
VFV.TO Vanguard S&P 500 Index ETF | 0.96% | 0.99% | 1.20% | 1.31% | 1.06% | 1.33% | 1.55% | 1.68% | 1.50% | 1.66% | 1.63% | 1.48% |
Drawdowns
FCFEX vs. VFV.TO - Drawdown Comparison
The maximum FCFEX drawdown since its inception was -56.22%, which is greater than VFV.TO's maximum drawdown of -27.43%. Use the drawdown chart below to compare losses from any high point for FCFEX and VFV.TO. For additional features, visit the drawdowns tool.
Volatility
FCFEX vs. VFV.TO - Volatility Comparison
The current volatility for Fidelity Advisor Freedom 2030 Fund Class C (FCFEX) is 2.29%, while Vanguard S&P 500 Index ETF (VFV.TO) has a volatility of 3.10%. This indicates that FCFEX experiences smaller price fluctuations and is considered to be less risky than VFV.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.