FFTHX vs. IVV
Compare and contrast key facts about Fidelity Freedom 2035 Fund (FFTHX) and iShares Core S&P 500 ETF (IVV).
FFTHX is managed by Fidelity. It was launched on Nov 6, 2003. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Performance
FFTHX vs. IVV - Performance Comparison
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FFTHX vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FFTHX Fidelity Freedom 2035 Fund | -2.36% | 19.16% | 11.03% | 17.67% | -17.67% | 14.44% | 17.14% | 24.49% | -8.40% | 20.73% |
IVV iShares Core S&P 500 ETF | -4.38% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 18.40% | 31.07% | -4.49% | 21.75% |
Returns By Period
In the year-to-date period, FFTHX achieves a -2.36% return, which is significantly higher than IVV's -4.38% return. Over the past 10 years, FFTHX has underperformed IVV with an annualized return of 9.67%, while IVV has yielded a comparatively higher 14.02% annualized return.
FFTHX
- 1D
- -0.06%
- 1M
- -7.22%
- YTD
- -2.36%
- 6M
- 0.40%
- 1Y
- 15.46%
- 3Y*
- 12.61%
- 5Y*
- 6.45%
- 10Y*
- 9.67%
IVV
- 1D
- 2.88%
- 1M
- -4.99%
- YTD
- -4.38%
- 6M
- -1.80%
- 1Y
- 17.69%
- 3Y*
- 18.29%
- 5Y*
- 11.76%
- 10Y*
- 14.02%
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FFTHX vs. IVV - Expense Ratio Comparison
FFTHX has a 0.71% expense ratio, which is higher than IVV's 0.03% expense ratio.
Return for Risk
FFTHX vs. IVV — Risk / Return Rank
FFTHX
IVV
FFTHX vs. IVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2035 Fund (FFTHX) and iShares Core S&P 500 ETF (IVV). 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.
| FFTHX | IVV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 0.97 | +0.32 |
Sortino ratioReturn per unit of downside risk | 1.83 | 1.49 | +0.35 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.23 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.63 | 1.53 | +0.10 |
Martin ratioReturn relative to average drawdown | 7.29 | 7.32 | -0.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FFTHX | IVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 0.97 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.70 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.78 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.42 | +0.04 |
Correlation
The correlation between FFTHX and IVV 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.
Dividends
FFTHX vs. IVV - Dividend Comparison
FFTHX's dividend yield for the trailing twelve months is around 5.15%, more than IVV's 1.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFTHX Fidelity Freedom 2035 Fund | 5.15% | 5.03% | 2.75% | 1.86% | 11.21% | 11.62% | 5.93% | 6.75% | 7.66% | 3.17% | 4.00% | 5.97% |
IVV iShares Core S&P 500 ETF | 1.23% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
Drawdowns
FFTHX vs. IVV - Drawdown Comparison
The maximum FFTHX drawdown since its inception was -52.86%, roughly equal to the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for FFTHX and IVV.
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Drawdown Indicators
| FFTHX | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.86% | -55.25% | +2.39% |
Max Drawdown (1Y)Largest decline over 1 year | -8.78% | -12.06% | +3.28% |
Max Drawdown (5Y)Largest decline over 5 years | -25.94% | -24.53% | -1.41% |
Max Drawdown (10Y)Largest decline over 10 years | -28.81% | -33.90% | +5.09% |
Current DrawdownCurrent decline from peak | -7.52% | -6.26% | -1.26% |
Average DrawdownAverage peak-to-trough decline | -7.00% | -10.85% | +3.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.96% | 2.53% | -0.57% |
Volatility
FFTHX vs. IVV - Volatility Comparison
The current volatility for Fidelity Freedom 2035 Fund (FFTHX) is 4.39%, while iShares Core S&P 500 ETF (IVV) has a volatility of 5.30%. This indicates that FFTHX experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FFTHX | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.39% | 5.30% | -0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 7.13% | 9.45% | -2.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.01% | 18.31% | -6.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.31% | 16.89% | -4.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.48% | 18.04% | -4.56% |