Correlation
The correlation between FDFZX and VOO is 0.92, 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.
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.
Performance
FDFZX vs. VOO - Performance Comparison
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Key characteristics
FDFZX:
0.74
VOO:
0.74
FDFZX:
1.02
VOO:
1.04
FDFZX:
1.14
VOO:
1.15
FDFZX:
0.71
VOO:
0.68
FDFZX:
3.04
VOO:
2.58
FDFZX:
3.53%
VOO:
4.93%
FDFZX:
16.45%
VOO:
19.54%
FDFZX:
-31.35%
VOO:
-33.99%
FDFZX:
-0.38%
VOO:
-3.55%
Returns By Period
In the year-to-date period, FDFZX achieves a 6.91% return, which is significantly higher than VOO's 0.90% return.
FDFZX
6.91%
5.27%
3.19%
12.17%
10.59%
11.87%
N/A
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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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.
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Dividends
FDFZX vs. VOO - Dividend Comparison
FDFZX's dividend yield for the trailing twelve months is around 4.62%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDFZX Fidelity Advisor Freedom 2065 Fund Class A | 4.62% | 1.77% | 1.76% | 8.58% | 6.54% | 2.56% | 1.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.29% | 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 -31.35%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FDFZX and VOO.
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Volatility
FDFZX vs. VOO - Volatility Comparison
The current volatility for Fidelity Advisor Freedom 2065 Fund Class A (FDFZX) is 3.32%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that FDFZX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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