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FFIZX vs. VVIAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FFIZX and VVIAX is 0.87, 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

FFIZX vs. VVIAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom Index 2040 Fund Institutional Premium Class (FFIZX) and Vanguard Value Index Fund Admiral Shares (VVIAX). The values are adjusted to include any dividend payments, if applicable.

60.00%80.00%100.00%120.00%140.00%160.00%180.00%December2025FebruaryMarchAprilMay
87.65%
154.40%
FFIZX
VVIAX

Key characteristics

Sharpe Ratio

FFIZX:

0.60

VVIAX:

0.45

Sortino Ratio

FFIZX:

0.97

VVIAX:

0.81

Omega Ratio

FFIZX:

1.14

VVIAX:

1.11

Calmar Ratio

FFIZX:

0.66

VVIAX:

0.55

Martin Ratio

FFIZX:

2.93

VVIAX:

2.02

Ulcer Index

FFIZX:

3.05%

VVIAX:

3.92%

Daily Std Dev

FFIZX:

14.37%

VVIAX:

15.45%

Max Drawdown

FFIZX:

-38.82%

VVIAX:

-59.32%

Current Drawdown

FFIZX:

-3.17%

VVIAX:

-6.43%

Returns By Period

In the year-to-date period, FFIZX achieves a 1.67% return, which is significantly higher than VVIAX's -0.13% return.


FFIZX

YTD

1.67%

1M

4.95%

6M

-0.89%

1Y

8.53%

5Y*

11.06%

10Y*

N/A

VVIAX

YTD

-0.13%

1M

2.58%

6M

-4.83%

1Y

6.92%

5Y*

14.35%

10Y*

9.81%

*Annualized

Compare stocks, funds, or ETFs

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FFIZX vs. VVIAX - Expense Ratio Comparison

FFIZX has a 0.08% expense ratio, which is higher than VVIAX's 0.05% 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

FFIZX vs. VVIAX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FFIZX
The Risk-Adjusted Performance Rank of FFIZX is 6969
Overall Rank
The Sharpe Ratio Rank of FFIZX is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of FFIZX is 6565
Sortino Ratio Rank
The Omega Ratio Rank of FFIZX is 6767
Omega Ratio Rank
The Calmar Ratio Rank of FFIZX is 7676
Calmar Ratio Rank
The Martin Ratio Rank of FFIZX is 7575
Martin Ratio Rank

VVIAX
The Risk-Adjusted Performance Rank of VVIAX is 5959
Overall Rank
The Sharpe Ratio Rank of VVIAX is 5252
Sharpe Ratio Rank
The Sortino Ratio Rank of VVIAX is 5757
Sortino Ratio Rank
The Omega Ratio Rank of VVIAX is 5656
Omega Ratio Rank
The Calmar Ratio Rank of VVIAX is 6969
Calmar Ratio Rank
The Martin Ratio Rank of VVIAX is 6161
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FFIZX vs. VVIAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2040 Fund Institutional Premium Class (FFIZX) and Vanguard Value Index Fund Admiral Shares (VVIAX). 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 FFIZX Sharpe Ratio is 0.60, which is higher than the VVIAX Sharpe Ratio of 0.45. The chart below compares the historical Sharpe Ratios of FFIZX and VVIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.60
0.45
FFIZX
VVIAX

Dividends

FFIZX vs. VVIAX - Dividend Comparison

FFIZX's dividend yield for the trailing twelve months is around 2.09%, less than VVIAX's 2.32% yield.


TTM20242023202220212020201920182017201620152014
FFIZX
Fidelity Freedom Index 2040 Fund Institutional Premium Class
2.09%2.12%2.00%2.01%1.62%1.43%1.87%2.25%1.77%1.99%2.04%0.00%
VVIAX
Vanguard Value Index Fund Admiral Shares
2.32%2.30%2.45%2.51%2.14%2.55%2.49%2.72%2.29%2.45%2.60%2.22%

Drawdowns

FFIZX vs. VVIAX - Drawdown Comparison

The maximum FFIZX drawdown since its inception was -38.82%, smaller than the maximum VVIAX drawdown of -59.32%. Use the drawdown chart below to compare losses from any high point for FFIZX and VVIAX. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-3.17%
-6.43%
FFIZX
VVIAX

Volatility

FFIZX vs. VVIAX - Volatility Comparison

The current volatility for Fidelity Freedom Index 2040 Fund Institutional Premium Class (FFIZX) is 4.64%, while Vanguard Value Index Fund Admiral Shares (VVIAX) has a volatility of 5.24%. This indicates that FFIZX experiences smaller price fluctuations and is considered to be less risky than VVIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%December2025FebruaryMarchAprilMay
4.64%
5.24%
FFIZX
VVIAX