FFIZX vs. VVIAX

In the year-to-date period, FFIZX achieves a 3.61% return, which is significantly lower than VVIAX's 4.10% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

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%.

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 1.32, which is comparable to the VVIAX Sharpe Ratio of 1.48. 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.

FFIZX's dividend yield for the trailing twelve months is around 2.05%, less than VVIAX's 2.21% yield.

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.

Fidelity Freedom Index 2040 Fund Institutional Premium Class (FFIZX) and Vanguard Value Index Fund Admiral Shares (VVIAX) have volatilities of 2.50% and 2.61%, 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.