FCTKX vs. VT
Compare and contrast key facts about Fidelity Freedom 2055 Fund Class K6 (FCTKX) and Vanguard Total World Stock ETF (VT).
FCTKX is managed by Fidelity. It was launched on Jun 1, 2011. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCTKX or VT.
Performance
FCTKX vs. VT - Performance Comparison
Returns By Period
In the year-to-date period, FCTKX achieves a 15.88% return, which is significantly lower than VT's 17.65% return.
FCTKX
15.88%
-1.62%
5.48%
22.78%
5.72%
N/A
VT
17.65%
-0.86%
7.13%
24.37%
11.15%
9.23%
Key characteristics
| FCTKX | VT | |
|---|---|---|
| Sharpe Ratio | 2.07 | 2.16 |
| Sortino Ratio | 2.89 | 2.96 |
| Omega Ratio | 1.37 | 1.39 |
| Calmar Ratio | 1.16 | 3.10 |
| Martin Ratio | 13.10 | 13.89 |
| Ulcer Index | 1.80% | 1.81% |
| Daily Std Dev | 11.33% | 11.64% |
| Max Drawdown | -35.02% | -50.27% |
| Current Drawdown | -2.21% | -1.82% |
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FCTKX vs. VT - Expense Ratio Comparison
FCTKX has a 0.50% expense ratio, which is higher than VT's 0.07% expense ratio.
Correlation
The correlation between FCTKX and VT is 0.97, 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.
Risk-Adjusted Performance
FCTKX vs. VT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2055 Fund Class K6 (FCTKX) and Vanguard Total World Stock ETF (VT). 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
FCTKX vs. VT - Dividend Comparison
FCTKX's dividend yield for the trailing twelve months is around 1.32%, less than VT's 1.85% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCTKX Fidelity Freedom 2055 Fund Class K6 | 1.32% | 1.53% | 2.32% | 2.48% | 1.20% | 1.69% | 1.98% | 1.27% | 0.00% | 0.00% | 0.00% | 0.00% |
VT Vanguard Total World Stock ETF | 1.85% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% | 2.44% | 2.06% |
Drawdowns
FCTKX vs. VT - Drawdown Comparison
The maximum FCTKX drawdown since its inception was -35.02%, smaller than the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for FCTKX and VT. For additional features, visit the drawdowns tool.
Volatility
FCTKX vs. VT - Volatility Comparison
Fidelity Freedom 2055 Fund Class K6 (FCTKX) and Vanguard Total World Stock ETF (VT) have volatilities of 3.20% and 3.29%, 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.