FFFEX vs. VPU
Compare and contrast key facts about Fidelity Freedom 2030 Fund (FFFEX) and Vanguard Utilities ETF (VPU).
FFFEX is managed by Fidelity. It was launched on Oct 17, 1996. VPU is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Utilities 25/50 Index. It was launched on Jan 26, 2004.
Performance
FFFEX vs. VPU - Performance Comparison
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FFFEX vs. VPU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FFFEX Fidelity Freedom 2030 Fund | -0.15% | 17.68% | 9.22% | 15.37% | -16.97% | 11.53% | 15.64% | 21.82% | -7.02% | 19.83% |
VPU Vanguard Utilities ETF | 8.24% | 16.46% | 23.04% | -7.45% | 1.06% | 17.40% | -0.74% | 24.89% | 4.38% | 12.44% |
Returns By Period
In the year-to-date period, FFFEX achieves a -0.15% return, which is significantly lower than VPU's 8.24% return. Over the past 10 years, FFFEX has underperformed VPU with an annualized return of 8.80%, while VPU has yielded a comparatively higher 9.67% annualized return.
FFFEX
- 1D
- 1.98%
- 1M
- -4.26%
- YTD
- -0.15%
- 6M
- 2.22%
- 1Y
- 15.66%
- 3Y*
- 11.83%
- 5Y*
- 5.60%
- 10Y*
- 8.80%
VPU
- 1D
- 0.42%
- 1M
- -2.05%
- YTD
- 8.24%
- 6M
- 5.69%
- 1Y
- 19.37%
- 3Y*
- 13.96%
- 5Y*
- 10.58%
- 10Y*
- 9.67%
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FFFEX vs. VPU - Expense Ratio Comparison
FFFEX has a 0.66% expense ratio, which is higher than VPU's 0.10% expense ratio.
Return for Risk
FFFEX vs. VPU — Risk / Return Rank
FFFEX
VPU
FFFEX vs. VPU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2030 Fund (FFFEX) and Vanguard Utilities ETF (VPU). 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.
| FFFEX | VPU | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.50 | 1.25 | +0.24 |
Sortino ratioReturn per unit of downside risk | 2.12 | 1.71 | +0.41 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.23 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.06 | 2.22 | -0.15 |
Martin ratioReturn relative to average drawdown | 8.87 | 5.27 | +3.59 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FFFEX | VPU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | 1.25 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.63 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.51 | +0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.55 | -0.05 |
Correlation
The correlation between FFFEX and VPU is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FFFEX vs. VPU - Dividend Comparison
FFFEX's dividend yield for the trailing twelve months is around 5.45%, more than VPU's 2.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFFEX Fidelity Freedom 2030 Fund | 5.45% | 5.44% | 2.94% | 1.87% | 10.06% | 10.92% | 6.24% | 6.79% | 7.32% | 4.60% | 3.86% | 4.52% |
VPU Vanguard Utilities ETF | 2.56% | 2.73% | 3.02% | 3.49% | 2.98% | 2.70% | 3.17% | 2.83% | 3.23% | 3.18% | 3.19% | 3.63% |
Drawdowns
FFFEX vs. VPU - Drawdown Comparison
The maximum FFFEX drawdown since its inception was -51.83%, which is greater than VPU's maximum drawdown of -46.31%. Use the drawdown chart below to compare losses from any high point for FFFEX and VPU.
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Drawdown Indicators
| FFFEX | VPU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.83% | -46.31% | -5.52% |
Max Drawdown (1Y)Largest decline over 1 year | -7.81% | -8.90% | +1.09% |
Max Drawdown (5Y)Largest decline over 5 years | -24.32% | -25.15% | +0.83% |
Max Drawdown (10Y)Largest decline over 10 years | -24.64% | -36.42% | +11.78% |
Current DrawdownCurrent decline from peak | -5.01% | -2.71% | -2.30% |
Average DrawdownAverage peak-to-trough decline | -9.06% | -7.82% | -1.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.82% | 3.74% | -1.92% |
Volatility
FFFEX vs. VPU - Volatility Comparison
The current volatility for Fidelity Freedom 2030 Fund (FFFEX) is 4.58%, while Vanguard Utilities ETF (VPU) has a volatility of 4.99%. This indicates that FFFEX experiences smaller price fluctuations and is considered to be less risky than VPU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FFFEX | VPU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.58% | 4.99% | -0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 6.65% | 10.18% | -3.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.80% | 15.51% | -4.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.69% | 16.91% | -6.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.38% | 19.07% | -7.69% |