FFIKX vs. VTI

In the year-to-date period, FFIKX achieves a 1.98% return, which is significantly higher than VTI's -3.75% return.

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FFIKX has a 0.08% 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%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2065 Fund Institutional Premium Class (FFIKX) 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.

The current FFIKX Sharpe Ratio is 0.60, which is comparable to the VTI Sharpe Ratio of 0.47. The chart below compares the historical Sharpe Ratios of FFIKX and VTI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FFIKX's dividend yield for the trailing twelve months is around 1.89%, more than VTI's 1.35% yield.

The maximum FFIKX drawdown since its inception was -30.69%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for FFIKX and VTI. For additional features, visit the drawdowns tool.