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FFOPX vs. VFSUX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FFOPX vs. VFSUX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom Index 2050 Fund Institutional Premium Class (FFOPX) and Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX). The values are adjusted to include any dividend payments, if applicable.

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FFOPX vs. VFSUX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FFOPX
Fidelity Freedom Index 2050 Fund Institutional Premium Class
-4.11%21.41%14.20%19.97%-18.20%15.98%16.55%26.00%-7.19%20.61%
VFSUX
Vanguard Short-Term Investment-Grade Fund Admiral Shares
-0.38%6.87%5.08%6.17%-5.75%-0.62%5.26%5.85%0.98%2.13%

Returns By Period

In the year-to-date period, FFOPX achieves a -4.11% return, which is significantly lower than VFSUX's -0.38% return. Over the past 10 years, FFOPX has outperformed VFSUX with an annualized return of 10.44%, while VFSUX has yielded a comparatively lower 2.59% annualized return.


FFOPX

1D
-0.17%
1M
-8.49%
YTD
-4.11%
6M
-1.22%
1Y
16.65%
3Y*
14.26%
5Y*
7.78%
10Y*
10.44%

VFSUX

1D
0.19%
1M
-1.42%
YTD
-0.38%
6M
0.77%
1Y
4.36%
3Y*
5.25%
5Y*
2.31%
10Y*
2.59%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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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%.


Return for Risk

FFOPX vs. VFSUX — Risk / Return Rank

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

FFOPX
FFOPX Risk / Return Rank: 6464
Overall Rank
FFOPX Sharpe Ratio Rank: 6363
Sharpe Ratio Rank
FFOPX Sortino Ratio Rank: 6565
Sortino Ratio Rank
FFOPX Omega Ratio Rank: 6565
Omega Ratio Rank
FFOPX Calmar Ratio Rank: 6060
Calmar Ratio Rank
FFOPX Martin Ratio Rank: 6868
Martin Ratio Rank

VFSUX
VFSUX Risk / Return Rank: 9393
Overall Rank
VFSUX Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
VFSUX Sortino Ratio Rank: 9595
Sortino Ratio Rank
VFSUX Omega Ratio Rank: 9292
Omega Ratio Rank
VFSUX Calmar Ratio Rank: 9393
Calmar Ratio Rank
VFSUX Martin Ratio Rank: 9494
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FFOPX vs. VFSUX - Risk-Adjusted Trends 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.


FFOPXVFSUXDifference

Sharpe ratio

Return per unit of total volatility

1.10

1.93

-0.83

Sortino ratio

Return per unit of downside risk

1.61

3.19

-1.58

Omega ratio

Gain probability vs. loss probability

1.24

1.43

-0.19

Calmar ratio

Return relative to maximum drawdown

1.38

2.97

-1.58

Martin ratio

Return relative to average drawdown

6.41

12.05

-5.64

FFOPX vs. VFSUX - Sharpe Ratio Comparison

The current FFOPX Sharpe Ratio is 1.10, which is lower than the VFSUX Sharpe Ratio of 1.93. The chart below compares the historical Sharpe Ratios of FFOPX and VFSUX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FFOPXVFSUXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.10

1.93

-0.83

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.55

0.79

-0.24

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.69

1.05

-0.36

Sharpe Ratio (All Time)

Calculated using the full available price history

0.62

1.34

-0.71

Correlation

The correlation between FFOPX and VFSUX is 0.06, 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.


Dividends

FFOPX vs. VFSUX - Dividend Comparison

FFOPX's dividend yield for the trailing twelve months is around 2.09%, less than VFSUX's 4.30% yield.


TTM20252024202320222021202020192018201720162015
FFOPX
Fidelity Freedom Index 2050 Fund Institutional Premium Class
2.09%2.01%2.04%1.98%2.07%2.05%1.97%15.21%2.32%2.09%2.14%2.01%
VFSUX
Vanguard Short-Term Investment-Grade Fund Admiral Shares
4.30%4.59%4.16%3.14%2.03%1.79%2.34%2.92%2.79%2.11%2.14%2.09%

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 -9.24%. Use the drawdown chart below to compare losses from any high point for FFOPX and VFSUX.


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Drawdown Indicators


FFOPXVFSUXDifference

Max Drawdown

Largest peak-to-trough decline

-30.71%

-9.24%

-21.47%

Max Drawdown (1Y)

Largest decline over 1 year

-10.81%

-1.71%

-9.10%

Max Drawdown (5Y)

Largest decline over 5 years

-26.18%

-9.24%

-16.94%

Max Drawdown (10Y)

Largest decline over 10 years

-30.71%

-9.24%

-21.47%

Current Drawdown

Current decline from peak

-8.97%

-1.42%

-7.55%

Average Drawdown

Average peak-to-trough decline

-4.73%

-0.88%

-3.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.33%

0.42%

+1.91%

Volatility

FFOPX vs. VFSUX - Volatility Comparison

Fidelity Freedom Index 2050 Fund Institutional Premium Class (FFOPX) has a higher volatility of 4.97% compared to Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) at 0.75%. 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.


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Volatility by Period


FFOPXVFSUXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.97%

0.75%

+4.22%

Volatility (6M)

Calculated over the trailing 6-month period

8.70%

1.50%

+7.20%

Volatility (1Y)

Calculated over the trailing 1-year period

15.17%

2.53%

+12.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.27%

2.95%

+11.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.09%

2.47%

+12.62%