FFFEX vs. VTHRX
Compare and contrast key facts about Fidelity Freedom 2030 Fund (FFFEX) and Vanguard Target Retirement 2030 Fund (VTHRX).
FFFEX is managed by Fidelity. It was launched on Oct 17, 1996. VTHRX is managed by Vanguard. It was launched on Jun 7, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFFEX or VTHRX.
Key characteristics
| FFFEX | VTHRX | |
|---|---|---|
| YTD Return | 10.53% | 10.66% |
| 1Y Return | 17.93% | 18.20% |
| 3Y Return (Ann) | 2.35% | 3.17% |
| 5Y Return (Ann) | 7.82% | 7.64% |
| 10Y Return (Ann) | 7.38% | 7.01% |
| Sharpe Ratio | 2.01 | 1.93 |
| Daily Std Dev | 8.92% | 9.09% |
| Max Drawdown | -49.70% | -49.57% |
| Current Drawdown | -0.27% | 0.00% |
Correlation
The correlation between FFFEX and VTHRX is 0.97, 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
FFFEX vs. VTHRX - Performance Comparison
The year-to-date returns for both investments are quite close, with FFFEX having a 10.53% return and VTHRX slightly higher at 10.66%. Over the past 10 years, FFFEX has outperformed VTHRX with an annualized return of 7.38%, while VTHRX has yielded a comparatively lower 7.01% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FFFEX vs. VTHRX - Expense Ratio Comparison
FFFEX has a 0.66% expense ratio, which is higher than VTHRX's 0.08% expense ratio.
Risk-Adjusted Performance
FFFEX vs. VTHRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2030 Fund (FFFEX) and Vanguard Target Retirement 2030 Fund (VTHRX). 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
FFFEX vs. VTHRX - Dividend Comparison
FFFEX's dividend yield for the trailing twelve months is around 2.14%, less than VTHRX's 2.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFFEX Fidelity Freedom 2030 Fund | 2.14% | 1.87% | 10.06% | 10.92% | 6.24% | 6.79% | 7.32% | 4.60% | 3.98% | 6.21% | 8.39% | 4.63% |
VTHRX Vanguard Target Retirement 2030 Fund | 2.34% | 2.59% | 2.53% | 17.56% | 2.56% | 2.38% | 2.71% | 2.05% | 2.38% | 3.72% | 2.02% | 1.91% |
Drawdowns
FFFEX vs. VTHRX - Drawdown Comparison
The maximum FFFEX drawdown since its inception was -49.70%, roughly equal to the maximum VTHRX drawdown of -49.57%. Use the drawdown chart below to compare losses from any high point for FFFEX and VTHRX. For additional features, visit the drawdowns tool.
Volatility
FFFEX vs. VTHRX - Volatility Comparison
Fidelity Freedom 2030 Fund (FFFEX) and Vanguard Target Retirement 2030 Fund (VTHRX) have volatilities of 2.61% and 2.56%, 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.