FFLDX vs. VFFVX
Compare and contrast key facts about Fidelity Freedom Index 2055 Fund (FFLDX) and Vanguard Target Retirement 2055 Fund (VFFVX).
FFLDX is managed by Fidelity. VFFVX is managed by Vanguard. It was launched on Aug 18, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFLDX or VFFVX.
Key characteristics
| FFLDX | VFFVX | |
|---|---|---|
| YTD Return | 16.30% | 16.38% |
| 1Y Return | 27.43% | 27.40% |
| 3Y Return (Ann) | 4.67% | 4.77% |
| 5Y Return (Ann) | 10.18% | 10.32% |
| Sharpe Ratio | 2.58 | 2.48 |
| Sortino Ratio | 3.63 | 3.45 |
| Omega Ratio | 1.48 | 1.46 |
| Calmar Ratio | 2.67 | 2.74 |
| Martin Ratio | 16.99 | 16.06 |
| Ulcer Index | 1.61% | 1.71% |
| Daily Std Dev | 10.63% | 11.06% |
| Max Drawdown | -30.72% | -31.40% |
| Current Drawdown | -0.98% | -0.89% |
Correlation
The correlation between FFLDX and VFFVX 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
FFLDX vs. VFFVX - Performance Comparison
The year-to-date returns for both investments are quite close, with FFLDX having a 16.30% return and VFFVX slightly higher at 16.38%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FFLDX vs. VFFVX - Expense Ratio Comparison
Both FFLDX and VFFVX have an expense ratio of 0.08%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
FFLDX vs. VFFVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2055 Fund (FFLDX) and Vanguard Target Retirement 2055 Fund (VFFVX). 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
FFLDX vs. VFFVX - Dividend Comparison
FFLDX's dividend yield for the trailing twelve months is around 1.72%, less than VFFVX's 1.87% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFLDX Fidelity Freedom Index 2055 Fund | 1.72% | 1.96% | 1.98% | 1.61% | 1.39% | 1.71% | 2.20% | 1.73% | 2.26% | 2.30% | 0.00% | 0.00% |
VFFVX Vanguard Target Retirement 2055 Fund | 1.87% | 2.18% | 2.10% | 2.10% | 1.60% | 2.15% | 2.35% | 1.83% | 1.99% | 1.92% | 1.73% | 1.57% |
Drawdowns
FFLDX vs. VFFVX - Drawdown Comparison
The maximum FFLDX drawdown since its inception was -30.72%, roughly equal to the maximum VFFVX drawdown of -31.40%. Use the drawdown chart below to compare losses from any high point for FFLDX and VFFVX. For additional features, visit the drawdowns tool.
Volatility
FFLDX vs. VFFVX - Volatility Comparison
Fidelity Freedom Index 2055 Fund (FFLDX) and Vanguard Target Retirement 2055 Fund (VFFVX) have volatilities of 3.01% and 2.96%, 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.