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FDEEX vs. VTI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FDEEX and VTI is 0.94, 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.


-0.50.00.51.0
Correlation: 0.9

Performance

FDEEX vs. VTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom 2055 Fund (FDEEX) and Vanguard Total Stock Market ETF (VTI). The values are adjusted to include any dividend payments, if applicable.

100.00%200.00%300.00%400.00%500.00%NovemberDecember2025FebruaryMarchApril
120.71%
396.97%
FDEEX
VTI

Key characteristics

Sharpe Ratio

FDEEX:

0.23

VTI:

0.24

Sortino Ratio

FDEEX:

0.44

VTI:

0.48

Omega Ratio

FDEEX:

1.06

VTI:

1.07

Calmar Ratio

FDEEX:

0.25

VTI:

0.24

Martin Ratio

FDEEX:

1.15

VTI:

1.10

Ulcer Index

FDEEX:

3.32%

VTI:

4.29%

Daily Std Dev

FDEEX:

16.41%

VTI:

19.60%

Max Drawdown

FDEEX:

-35.11%

VTI:

-55.45%

Current Drawdown

FDEEX:

-9.80%

VTI:

-14.52%

Returns By Period

In the year-to-date period, FDEEX achieves a -4.29% return, which is significantly higher than VTI's -10.59% return. Over the past 10 years, FDEEX has underperformed VTI with an annualized return of 3.86%, while VTI has yielded a comparatively higher 11.00% annualized return.


FDEEX

YTD

-4.29%

1M

-6.41%

6M

-7.28%

1Y

4.32%

5Y*

6.86%

10Y*

3.86%

VTI

YTD

-10.59%

1M

-7.22%

6M

-9.68%

1Y

5.03%

5Y*

14.26%

10Y*

11.00%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FDEEX vs. VTI - Expense Ratio Comparison

FDEEX has a 0.75% expense ratio, which is higher than VTI's 0.03% expense ratio.


FDEEX
Fidelity Freedom 2055 Fund
Expense ratio chart for FDEEX: current value is 0.75%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
FDEEX: 0.75%
Expense ratio chart for VTI: current value is 0.03%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VTI: 0.03%

Risk-Adjusted Performance

FDEEX vs. VTI — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FDEEX
The Risk-Adjusted Performance Rank of FDEEX is 5555
Overall Rank
The Sharpe Ratio Rank of FDEEX is 5252
Sharpe Ratio Rank
The Sortino Ratio Rank of FDEEX is 5353
Sortino Ratio Rank
The Omega Ratio Rank of FDEEX is 5252
Omega Ratio Rank
The Calmar Ratio Rank of FDEEX is 5858
Calmar Ratio Rank
The Martin Ratio Rank of FDEEX is 5757
Martin Ratio Rank

VTI
The Risk-Adjusted Performance Rank of VTI is 5050
Overall Rank
The Sharpe Ratio Rank of VTI is 4848
Sharpe Ratio Rank
The Sortino Ratio Rank of VTI is 4949
Sortino Ratio Rank
The Omega Ratio Rank of VTI is 5050
Omega Ratio Rank
The Calmar Ratio Rank of VTI is 5252
Calmar Ratio Rank
The Martin Ratio Rank of VTI is 5151
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FDEEX vs. VTI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2055 Fund (FDEEX) and Vanguard Total Stock Market ETF (VTI). 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.


Sharpe ratio
The chart of Sharpe ratio for FDEEX, currently valued at 0.23, compared to the broader market-1.000.001.002.003.00
FDEEX: 0.23
VTI: 0.24
The chart of Sortino ratio for FDEEX, currently valued at 0.44, compared to the broader market-2.000.002.004.006.008.00
FDEEX: 0.44
VTI: 0.48
The chart of Omega ratio for FDEEX, currently valued at 1.06, compared to the broader market0.501.001.502.002.503.00
FDEEX: 1.06
VTI: 1.07
The chart of Calmar ratio for FDEEX, currently valued at 0.25, compared to the broader market0.002.004.006.008.0010.00
FDEEX: 0.25
VTI: 0.24
The chart of Martin ratio for FDEEX, currently valued at 1.15, compared to the broader market0.0010.0020.0030.0040.0050.00
FDEEX: 1.15
VTI: 1.10

The current FDEEX Sharpe Ratio is 0.23, which is comparable to the VTI Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of FDEEX and VTI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.23
0.24
FDEEX
VTI

Dividends

FDEEX vs. VTI - Dividend Comparison

FDEEX's dividend yield for the trailing twelve months is around 1.15%, less than VTI's 1.45% yield.


TTM20242023202220212020201920182017201620152014
FDEEX
Fidelity Freedom 2055 Fund
1.15%1.10%1.25%2.11%2.24%1.01%1.48%1.58%1.10%1.38%3.59%6.52%
VTI
Vanguard Total Stock Market ETF
1.45%1.27%1.44%1.67%1.21%1.42%1.78%2.04%1.71%1.92%1.98%1.76%

Drawdowns

FDEEX vs. VTI - Drawdown Comparison

The maximum FDEEX drawdown since its inception was -35.11%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for FDEEX and VTI. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-9.80%
-14.52%
FDEEX
VTI

Volatility

FDEEX vs. VTI - Volatility Comparison

The current volatility for Fidelity Freedom 2055 Fund (FDEEX) is 11.14%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 14.29%. This indicates that FDEEX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
11.14%
14.29%
FDEEX
VTI
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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