FFIJX vs. VT
Compare and contrast key facts about Fidelity Freedom Index 2065 Fund Investor Class (FFIJX) and Vanguard Total World Stock ETF (VT).
FFIJX is managed by Fidelity. It was launched on Jun 28, 2019. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFIJX or VT.
Correlation
The correlation between FFIJX and VT is 0.99, 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
FFIJX vs. VT - Performance Comparison
Key characteristics
FFIJX:
1.56
VT:
1.65
FFIJX:
2.15
VT:
2.25
FFIJX:
1.28
VT:
1.30
FFIJX:
2.42
VT:
2.41
FFIJX:
9.68
VT:
10.48
FFIJX:
1.74%
VT:
1.87%
FFIJX:
10.76%
VT:
11.85%
FFIJX:
-30.68%
VT:
-50.27%
FFIJX:
-3.48%
VT:
-3.31%
Returns By Period
In the year-to-date period, FFIJX achieves a 14.62% return, which is significantly lower than VT's 17.12% return.
FFIJX
14.62%
-0.53%
5.19%
15.59%
8.51%
N/A
VT
17.12%
-0.90%
6.21%
17.87%
10.16%
9.28%
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FFIJX vs. VT - Expense Ratio Comparison
FFIJX has a 0.12% expense ratio, which is higher than VT's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FFIJX vs. VT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2065 Fund Investor Class (FFIJX) and Vanguard Total World Stock ETF (VT). 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
FFIJX vs. VT - Dividend Comparison
FFIJX's dividend yield for the trailing twelve months is around 1.63%, less than VT's 1.94% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Freedom Index 2065 Fund Investor Class | 1.63% | 1.87% | 1.89% | 1.46% | 1.20% | 1.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Vanguard Total World Stock ETF | 1.94% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% | 2.44% | 2.06% |
Drawdowns
FFIJX vs. VT - Drawdown Comparison
The maximum FFIJX drawdown since its inception was -30.68%, smaller than the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for FFIJX and VT. For additional features, visit the drawdowns tool.
Volatility
FFIJX vs. VT - Volatility Comparison
The current volatility for Fidelity Freedom Index 2065 Fund Investor Class (FFIJX) is 3.26%, while Vanguard Total World Stock ETF (VT) has a volatility of 3.66%. This indicates that FFIJX experiences smaller price fluctuations and is considered to be less risky than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.