FFIJX vs. VTI
Compare and contrast key facts about Fidelity Freedom Index 2065 Fund Investor Class (FFIJX) and Vanguard Total Stock Market ETF (VTI).
FFIJX is managed by Fidelity. It was launched on Jun 28, 2019. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFIJX or VTI.
Correlation
The correlation between FFIJX and VTI is 0.96, 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. VTI - Performance Comparison
Key characteristics
FFIJX:
1.56
VTI:
2.10
FFIJX:
2.15
VTI:
2.80
FFIJX:
1.28
VTI:
1.39
FFIJX:
2.42
VTI:
3.14
FFIJX:
9.68
VTI:
13.44
FFIJX:
1.74%
VTI:
2.00%
FFIJX:
10.76%
VTI:
12.79%
FFIJX:
-30.68%
VTI:
-55.45%
FFIJX:
-3.48%
VTI:
-3.03%
Returns By Period
In the year-to-date period, FFIJX achieves a 14.62% return, which is significantly lower than VTI's 24.89% return.
FFIJX
14.62%
-0.53%
5.19%
15.59%
8.51%
N/A
VTI
24.89%
-0.60%
10.03%
25.20%
14.09%
12.52%
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FFIJX vs. VTI - Expense Ratio Comparison
FFIJX has a 0.12% expense ratio, which is higher than VTI's 0.03% 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. VTI - 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 Stock Market ETF (VTI). 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. VTI - Dividend Comparison
FFIJX's dividend yield for the trailing twelve months is around 1.63%, more than VTI's 0.93% 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 Stock Market ETF | 0.93% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
FFIJX vs. VTI - Drawdown Comparison
The maximum FFIJX drawdown since its inception was -30.68%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for FFIJX and VTI. For additional features, visit the drawdowns tool.
Volatility
FFIJX vs. VTI - Volatility Comparison
The current volatility for Fidelity Freedom Index 2065 Fund Investor Class (FFIJX) is 3.26%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 4.00%. This indicates that FFIJX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.