FDKVX vs. VOO
Compare and contrast key facts about Fidelity Freedom 2060 Fund (FDKVX) and Vanguard S&P 500 ETF (VOO).
FDKVX is managed by Fidelity. It was launched on Aug 5, 2014. 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: FDKVX or VOO.
Correlation
The correlation between FDKVX 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.
Performance
FDKVX vs. VOO - Performance Comparison
Key characteristics
FDKVX:
1.39
VOO:
1.96
FDKVX:
1.94
VOO:
2.62
FDKVX:
1.25
VOO:
1.36
FDKVX:
1.12
VOO:
2.99
FDKVX:
7.60
VOO:
12.55
FDKVX:
2.16%
VOO:
2.01%
FDKVX:
11.87%
VOO:
12.90%
FDKVX:
-34.53%
VOO:
-33.99%
FDKVX:
-2.12%
VOO:
-1.69%
Returns By Period
In the year-to-date period, FDKVX achieves a 2.89% return, which is significantly higher than VOO's 2.31% return. Over the past 10 years, FDKVX has underperformed VOO with an annualized return of 5.68%, while VOO has yielded a comparatively higher 13.71% annualized return.
FDKVX
2.89%
1.49%
5.53%
15.79%
5.35%
5.68%
VOO
2.31%
0.76%
10.79%
24.60%
14.76%
13.71%
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FDKVX vs. VOO - Expense Ratio Comparison
FDKVX has a 0.75% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FDKVX vs. VOO — Risk-Adjusted Performance Rank
FDKVX
VOO
FDKVX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2060 Fund (FDKVX) 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
FDKVX vs. VOO - Dividend Comparison
FDKVX's dividend yield for the trailing twelve months is around 1.00%, less than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FDKVX Fidelity Freedom 2060 Fund | 1.00% | 1.03% | 1.25% | 2.10% | 2.23% | 1.03% | 1.49% | 1.53% | 1.08% | 1.28% | 1.96% | 2.68% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FDKVX vs. VOO - Drawdown Comparison
The maximum FDKVX drawdown since its inception was -34.53%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FDKVX and VOO. For additional features, visit the drawdowns tool.
Volatility
FDKVX vs. VOO - Volatility Comparison
The current volatility for Fidelity Freedom 2060 Fund (FDKVX) is 3.82%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.22%. This indicates that FDKVX 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.