FFTHX vs. VTTHX
Compare and contrast key facts about Fidelity Freedom 2035 Fund (FFTHX) and Vanguard Target Retirement 2035 Fund (VTTHX).
FFTHX is managed by Fidelity. It was launched on Nov 6, 2003. VTTHX is managed by Vanguard. It was launched on Oct 27, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFTHX or VTTHX.
Performance
FFTHX vs. VTTHX - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with FFTHX having a 12.28% return and VTTHX slightly higher at 12.64%. Over the past 10 years, FFTHX has underperformed VTTHX with an annualized return of 3.84%, while VTTHX has yielded a comparatively higher 7.52% annualized return.
FFTHX
12.28%
-0.61%
5.71%
18.70%
3.49%
3.84%
VTTHX
12.64%
-0.04%
7.03%
18.87%
8.10%
7.52%
Key characteristics
FFTHX | VTTHX | |
---|---|---|
Sharpe Ratio | 2.04 | 2.11 |
Sortino Ratio | 2.92 | 3.02 |
Omega Ratio | 1.37 | 1.40 |
Calmar Ratio | 0.90 | 2.38 |
Martin Ratio | 12.77 | 12.84 |
Ulcer Index | 1.49% | 1.49% |
Daily Std Dev | 9.29% | 9.06% |
Max Drawdown | -50.94% | -51.76% |
Current Drawdown | -6.26% | -1.07% |
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FFTHX vs. VTTHX - Expense Ratio Comparison
FFTHX has a 0.71% expense ratio, which is higher than VTTHX's 0.08% expense ratio.
Correlation
The correlation between FFTHX and VTTHX is 0.97, 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.
Risk-Adjusted Performance
FFTHX vs. VTTHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2035 Fund (FFTHX) and Vanguard Target Retirement 2035 Fund (VTTHX). 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
FFTHX vs. VTTHX - Dividend Comparison
FFTHX's dividend yield for the trailing twelve months is around 1.49%, less than VTTHX's 2.20% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Fidelity Freedom 2035 Fund | 1.49% | 1.60% | 2.27% | 2.30% | 1.06% | 1.53% | 1.67% | 1.12% | 1.40% | 4.20% | 9.03% | 7.08% |
Vanguard Target Retirement 2035 Fund | 2.20% | 2.47% | 2.08% | 2.34% | 1.62% | 2.33% | 2.47% | 1.98% | 2.01% | 2.20% | 2.06% | 1.91% |
Drawdowns
FFTHX vs. VTTHX - Drawdown Comparison
The maximum FFTHX drawdown since its inception was -50.94%, roughly equal to the maximum VTTHX drawdown of -51.76%. Use the drawdown chart below to compare losses from any high point for FFTHX and VTTHX. For additional features, visit the drawdowns tool.
Volatility
FFTHX vs. VTTHX - Volatility Comparison
Fidelity Freedom 2035 Fund (FFTHX) has a higher volatility of 2.51% compared to Vanguard Target Retirement 2035 Fund (VTTHX) at 2.20%. This indicates that FFTHX's price experiences larger fluctuations and is considered to be riskier than VTTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.