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 0.93, 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
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Key characteristics
FDKVX:
0.36
VOO:
0.52
FDKVX:
0.65
VOO:
0.89
FDKVX:
1.09
VOO:
1.13
FDKVX:
0.41
VOO:
0.57
FDKVX:
1.76
VOO:
2.18
FDKVX:
3.62%
VOO:
4.85%
FDKVX:
16.62%
VOO:
19.11%
FDKVX:
-30.95%
VOO:
-33.99%
FDKVX:
-5.38%
VOO:
-7.67%
Returns By Period
In the year-to-date period, FDKVX achieves a 0.41% return, which is significantly higher than VOO's -3.41% return. Over the past 10 years, FDKVX has underperformed VOO with an annualized return of 8.37%, while VOO has yielded a comparatively higher 12.42% annualized return.
FDKVX
0.41%
4.13%
-2.94%
5.93%
12.15%
8.37%
VOO
-3.41%
3.92%
-5.06%
9.92%
15.85%
12.42%
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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.
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Dividends
FDKVX vs. VOO - Dividend Comparison
FDKVX's dividend yield for the trailing twelve months is around 1.03%, less than VOO's 1.34% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FDKVX Fidelity Freedom 2060 Fund | 1.03% | 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 | 1.34% | 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 -30.95%, smaller than 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.
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Volatility
FDKVX vs. VOO - Volatility Comparison
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