FFOPX vs. VFSUX
Compare and contrast key facts about Fidelity Freedom Index 2050 Fund Institutional Premium Class (FFOPX) and Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX).
FFOPX is managed by Fidelity. It was launched on Oct 2, 2009. VFSUX is managed by Vanguard. It was launched on Feb 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFOPX or VFSUX.
Key characteristics
| FFOPX | VFSUX | |
|---|---|---|
| YTD Return | 15.19% | 4.32% |
| 1Y Return | 26.60% | 7.69% |
| 3Y Return (Ann) | 3.96% | 1.17% |
| 5Y Return (Ann) | 9.72% | 1.91% |
| Sharpe Ratio | 2.50 | 2.73 |
| Sortino Ratio | 3.47 | 4.45 |
| Omega Ratio | 1.47 | 1.58 |
| Calmar Ratio | 2.21 | 1.69 |
| Martin Ratio | 16.23 | 16.73 |
| Ulcer Index | 1.64% | 0.47% |
| Daily Std Dev | 10.68% | 2.85% |
| Max Drawdown | -30.71% | -9.59% |
| Current Drawdown | -1.44% | -1.17% |
Correlation
The correlation between FFOPX and VFSUX is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FFOPX vs. VFSUX - Performance Comparison
In the year-to-date period, FFOPX achieves a 15.19% return, which is significantly higher than VFSUX's 4.32% return. 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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FFOPX vs. VFSUX - Expense Ratio Comparison
FFOPX has a 0.08% expense ratio, which is lower than VFSUX's 0.10% expense ratio. Despite the difference, 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
FFOPX vs. VFSUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2050 Fund Institutional Premium Class (FFOPX) and Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX). 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
FFOPX vs. VFSUX - Dividend Comparison
FFOPX's dividend yield for the trailing twelve months is around 1.74%, less than VFSUX's 4.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFOPX Fidelity Freedom Index 2050 Fund Institutional Premium Class | 1.74% | 1.98% | 2.01% | 1.62% | 1.41% | 1.81% | 2.24% | 1.76% | 2.09% | 2.01% | 0.00% | 0.00% |
VFSUX Vanguard Short-Term Investment-Grade Fund Admiral Shares | 4.02% | 3.14% | 2.03% | 1.73% | 2.33% | 2.92% | 2.78% | 2.10% | 2.05% | 2.07% | 2.00% | 1.93% |
Drawdowns
FFOPX vs. VFSUX - Drawdown Comparison
The maximum FFOPX drawdown since its inception was -30.71%, which is greater than VFSUX's maximum drawdown of -9.59%. Use the drawdown chart below to compare losses from any high point for FFOPX and VFSUX. For additional features, visit the drawdowns tool.
Volatility
FFOPX vs. VFSUX - Volatility Comparison
Fidelity Freedom Index 2050 Fund Institutional Premium Class (FFOPX) has a higher volatility of 2.60% compared to Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) at 0.74%. This indicates that FFOPX's price experiences larger fluctuations and is considered to be riskier than VFSUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.