FDFZX vs. VOO
Compare and contrast key facts about Fidelity Advisor Freedom 2065 Fund Class A (FDFZX) and Vanguard S&P 500 ETF (VOO).
FDFZX is managed by Fidelity. It was launched on Jun 28, 2019. 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: FDFZX or VOO.
Correlation
The correlation between FDFZX and VOO is 0.91, 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
FDFZX vs. VOO - Performance Comparison
Key characteristics
FDFZX:
1.34
VOO:
1.81
FDFZX:
1.88
VOO:
2.44
FDFZX:
1.24
VOO:
1.33
FDFZX:
1.25
VOO:
2.74
FDFZX:
7.38
VOO:
11.43
FDFZX:
2.12%
VOO:
2.02%
FDFZX:
11.74%
VOO:
12.77%
FDFZX:
-33.26%
VOO:
-33.99%
FDFZX:
-0.07%
VOO:
-0.72%
Returns By Period
In the year-to-date period, FDFZX achieves a 4.82% return, which is significantly higher than VOO's 3.31% return.
FDFZX
4.82%
5.39%
7.63%
14.88%
5.76%
N/A
VOO
3.31%
4.26%
12.44%
22.48%
14.26%
13.25%
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FDFZX vs. VOO - Expense Ratio Comparison
FDFZX has a 1.00% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FDFZX vs. VOO — Risk-Adjusted Performance Rank
FDFZX
VOO
FDFZX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2065 Fund Class A (FDFZX) 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
FDFZX vs. VOO - Dividend Comparison
FDFZX's dividend yield for the trailing twelve months is around 1.13%, less than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDFZX Fidelity Advisor Freedom 2065 Fund Class A | 1.13% | 1.18% | 1.13% | 1.84% | 1.85% | 0.85% | 1.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FDFZX vs. VOO - Drawdown Comparison
The maximum FDFZX drawdown since its inception was -33.26%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FDFZX and VOO. For additional features, visit the drawdowns tool.
Volatility
FDFZX vs. VOO - Volatility Comparison
Fidelity Advisor Freedom 2065 Fund Class A (FDFZX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.44% and 3.40%, 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.