FFSFX vs. VOO
Compare and contrast key facts about Fidelity Freedom 2065 Fund (FFSFX) and Vanguard S&P 500 ETF (VOO).
FFSFX is managed by Fidelity. It was launched on Jun 28, 2019. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFSFX or VOO.
Key characteristics
| FFSFX | VOO | |
|---|---|---|
| YTD Return | 13.59% | 19.24% |
| 1Y Return | 22.17% | 28.44% |
| 3Y Return (Ann) | 4.54% | 10.06% |
| 5Y Return (Ann) | 10.78% | 15.24% |
| Sharpe Ratio | 1.88 | 2.11 |
| Daily Std Dev | 11.87% | 12.65% |
| Max Drawdown | -31.03% | -33.99% |
| Current Drawdown | -0.96% | -0.33% |
Correlation
The correlation between FFSFX and VOO is 0.92, 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
FFSFX vs. VOO - Performance Comparison
In the year-to-date period, FFSFX achieves a 13.59% return, which is significantly lower than VOO's 19.24% 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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FFSFX vs. VOO - Expense Ratio Comparison
FFSFX has a 0.75% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FFSFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2065 Fund (FFSFX) and Vanguard S&P 500 ETF (VOO). 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
FFSFX vs. VOO - Dividend Comparison
FFSFX's dividend yield for the trailing twelve months is around 1.71%, more than VOO's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFSFX Fidelity Freedom 2065 Fund | 1.71% | 2.01% | 8.77% | 7.81% | 2.25% | 1.40% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FFSFX vs. VOO - Drawdown Comparison
The maximum FFSFX drawdown since its inception was -31.03%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FFSFX and VOO. For additional features, visit the drawdowns tool.
Volatility
FFSFX vs. VOO - Volatility Comparison
Fidelity Freedom 2065 Fund (FFSFX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.93% and 3.93%, 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.