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FHAPX vs. VOO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FHAPX and VOO is 0.93, 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.


-0.50.00.51.00.9

Performance

FHAPX vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom Blend 2050 Fund (FHAPX) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

40.00%60.00%80.00%100.00%120.00%140.00%SeptemberOctoberNovemberDecember2025February
51.24%
135.86%
FHAPX
VOO

Key characteristics

Sharpe Ratio

FHAPX:

1.53

VOO:

1.98

Sortino Ratio

FHAPX:

2.12

VOO:

2.65

Omega Ratio

FHAPX:

1.28

VOO:

1.36

Calmar Ratio

FHAPX:

1.86

VOO:

2.98

Martin Ratio

FHAPX:

8.08

VOO:

12.44

Ulcer Index

FHAPX:

2.22%

VOO:

2.02%

Daily Std Dev

FHAPX:

11.64%

VOO:

12.69%

Max Drawdown

FHAPX:

-32.66%

VOO:

-33.99%

Current Drawdown

FHAPX:

-0.07%

VOO:

0.00%

Returns By Period

In the year-to-date period, FHAPX achieves a 5.45% return, which is significantly higher than VOO's 4.06% return.


FHAPX

YTD

5.45%

1M

3.30%

6M

5.86%

1Y

15.86%

5Y*

6.34%

10Y*

N/A

VOO

YTD

4.06%

1M

2.04%

6M

10.75%

1Y

23.75%

5Y*

14.44%

10Y*

13.32%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


FHAPX vs. VOO - Expense Ratio Comparison

FHAPX has a 0.49% expense ratio, which is higher than VOO's 0.03% expense ratio.


FHAPX
Fidelity Freedom Blend 2050 Fund
Expense ratio chart for FHAPX: current value at 0.49% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.49%
Expense ratio chart for VOO: current value at 0.03% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.03%

Risk-Adjusted Performance

FHAPX vs. VOO — Risk-Adjusted Performance Rank

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

FHAPX
The Risk-Adjusted Performance Rank of FHAPX is 7373
Overall Rank
The Sharpe Ratio Rank of FHAPX is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of FHAPX is 7070
Sortino Ratio Rank
The Omega Ratio Rank of FHAPX is 6969
Omega Ratio Rank
The Calmar Ratio Rank of FHAPX is 8080
Calmar Ratio Rank
The Martin Ratio Rank of FHAPX is 7878
Martin Ratio Rank

VOO
The Risk-Adjusted Performance Rank of VOO is 7979
Overall Rank
The Sharpe Ratio Rank of VOO is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of VOO is 7777
Sortino Ratio Rank
The Omega Ratio Rank of VOO is 7979
Omega Ratio Rank
The Calmar Ratio Rank of VOO is 8080
Calmar Ratio Rank
The Martin Ratio Rank of VOO is 8383
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FHAPX vs. VOO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2050 Fund (FHAPX) 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.


Sharpe ratio
The chart of Sharpe ratio for FHAPX, currently valued at 1.53, compared to the broader market-1.000.001.002.003.004.001.531.98
The chart of Sortino ratio for FHAPX, currently valued at 2.12, compared to the broader market0.002.004.006.008.0010.0012.002.122.65
The chart of Omega ratio for FHAPX, currently valued at 1.28, compared to the broader market1.002.003.004.001.281.36
The chart of Calmar ratio for FHAPX, currently valued at 1.86, compared to the broader market0.005.0010.0015.0020.001.862.98
The chart of Martin ratio for FHAPX, currently valued at 8.08, compared to the broader market0.0020.0040.0060.0080.008.0812.44
FHAPX
VOO

The current FHAPX Sharpe Ratio is 1.53, which is comparable to the VOO Sharpe Ratio of 1.98. The chart below compares the historical Sharpe Ratios of FHAPX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
1.53
1.98
FHAPX
VOO

Dividends

FHAPX vs. VOO - Dividend Comparison

FHAPX's dividend yield for the trailing twelve months is around 1.54%, more than VOO's 1.20% yield.


TTM20242023202220212020201920182017201620152014
FHAPX
Fidelity Freedom Blend 2050 Fund
1.54%1.63%1.64%2.39%2.43%1.21%1.71%1.79%0.00%0.00%0.00%0.00%
VOO
Vanguard S&P 500 ETF
1.20%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%1.85%

Drawdowns

FHAPX vs. VOO - Drawdown Comparison

The maximum FHAPX drawdown since its inception was -32.66%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FHAPX and VOO. For additional features, visit the drawdowns tool.


-6.00%-5.00%-4.00%-3.00%-2.00%-1.00%0.00%SeptemberOctoberNovemberDecember2025February
-0.07%
0
FHAPX
VOO

Volatility

FHAPX vs. VOO - Volatility Comparison

Fidelity Freedom Blend 2050 Fund (FHAPX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.05% and 3.13%, 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.


2.00%3.00%4.00%5.00%6.00%SeptemberOctoberNovemberDecember2025February
3.05%
3.13%
FHAPX
VOO
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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