FFTWX vs. VTTVX
Compare and contrast key facts about Fidelity Freedom 2025 Fund (FFTWX) and Vanguard Target Retirement 2025 Fund (VTTVX).
FFTWX is managed by Fidelity. It was launched on Nov 6, 2003. VTTVX 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: FFTWX or VTTVX.
Performance
FFTWX vs. VTTVX - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with FFTWX having a 9.42% return and VTTVX slightly higher at 9.89%. Both investments have delivered pretty close results over the past 10 years, with FFTWX having a 6.50% annualized return and VTTVX not far behind at 6.36%.
FFTWX
9.42%
-1.80%
4.02%
15.40%
6.25%
6.50%
VTTVX
9.89%
-0.93%
5.15%
15.57%
6.35%
6.36%
Key characteristics
| FFTWX | VTTVX | |
|---|---|---|
| Sharpe Ratio | 2.05 | 1.85 |
| Sortino Ratio | 2.98 | 2.69 |
| Omega Ratio | 1.37 | 1.40 |
| Calmar Ratio | 1.40 | 1.86 |
| Martin Ratio | 12.19 | 9.25 |
| Ulcer Index | 1.31% | 1.75% |
| Daily Std Dev | 7.80% | 8.71% |
| Max Drawdown | -44.91% | -46.03% |
| Current Drawdown | -2.13% | -1.08% |
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FFTWX vs. VTTVX - Expense Ratio Comparison
FFTWX has a 0.62% expense ratio, which is higher than VTTVX's 0.08% expense ratio.
Correlation
The correlation between FFTWX and VTTVX 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
FFTWX vs. VTTVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2025 Fund (FFTWX) and Vanguard Target Retirement 2025 Fund (VTTVX). 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
FFTWX vs. VTTVX - Dividend Comparison
FFTWX's dividend yield for the trailing twelve months is around 2.01%, less than VTTVX's 2.50% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFTWX Fidelity Freedom 2025 Fund | 2.01% | 2.05% | 2.89% | 2.42% | 1.09% | 1.72% | 1.84% | 1.28% | 1.63% | 4.17% | 8.80% | 5.88% |
VTTVX Vanguard Target Retirement 2025 Fund | 2.50% | 2.74% | 2.21% | 2.16% | 1.65% | 2.37% | 2.55% | 1.99% | 2.00% | 2.19% | 1.95% | 1.82% |
Drawdowns
FFTWX vs. VTTVX - Drawdown Comparison
The maximum FFTWX drawdown since its inception was -44.91%, roughly equal to the maximum VTTVX drawdown of -46.03%. Use the drawdown chart below to compare losses from any high point for FFTWX and VTTVX. For additional features, visit the drawdowns tool.
Volatility
FFTWX vs. VTTVX - Volatility Comparison
Fidelity Freedom 2025 Fund (FFTWX) has a higher volatility of 2.16% compared to Vanguard Target Retirement 2025 Fund (VTTVX) at 1.80%. This indicates that FFTWX's price experiences larger fluctuations and is considered to be riskier than VTTVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.