FHATX vs. VFINX
Compare and contrast key facts about Fidelity Freedom Blend 2030 Fund (FHATX) and Vanguard 500 Index Fund Investor Shares (VFINX).
FHATX is managed by Fidelity. It was launched on Aug 31, 2018. VFINX is managed by Vanguard.
Performance
FHATX vs. VFINX - Performance Comparison
Loading graphics...
FHATX vs. VFINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FHATX Fidelity Freedom Blend 2030 Fund | -2.20% | 16.87% | 11.20% | 15.29% | -17.26% | 11.13% | 15.04% | 22.58% | -12.00% |
VFINX Vanguard 500 Index Fund Investor Shares | -4.37% | 17.71% | 24.84% | 26.12% | -18.24% | 28.53% | 18.20% | 31.33% | -13.08% |
Returns By Period
In the year-to-date period, FHATX achieves a -2.20% return, which is significantly higher than VFINX's -4.37% return.
FHATX
- 1D
- 0.00%
- 1M
- -6.12%
- YTD
- -2.20%
- 6M
- -0.14%
- 1Y
- 12.69%
- 3Y*
- 11.39%
- 5Y*
- 5.54%
- 10Y*
- —
VFINX
- 1D
- 2.92%
- 1M
- -5.04%
- YTD
- -4.37%
- 6M
- -2.20%
- 1Y
- 17.19%
- 3Y*
- 18.15%
- 5Y*
- 11.64%
- 10Y*
- 13.92%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FHATX vs. VFINX - Expense Ratio Comparison
FHATX has a 0.46% expense ratio, which is higher than VFINX's 0.14% expense ratio.
Return for Risk
FHATX vs. VFINX — Risk / Return Rank
FHATX
VFINX
FHATX vs. VFINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2030 Fund (FHATX) and Vanguard 500 Index Fund Investor Shares (VFINX). 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.
| FHATX | VFINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 0.97 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.76 | 1.48 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.54 | 1.51 | +0.03 |
Martin ratioReturn relative to average drawdown | 6.89 | 7.24 | -0.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FHATX | VFINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 0.97 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.69 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.60 | -0.02 |
Correlation
The correlation between FHATX and VFINX is 0.90, 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
FHATX vs. VFINX - Dividend Comparison
FHATX's dividend yield for the trailing twelve months is around 3.07%, more than VFINX's 1.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHATX Fidelity Freedom Blend 2030 Fund | 3.07% | 3.00% | 4.18% | 2.22% | 5.68% | 7.21% | 4.46% | 3.33% | 0.00% | 0.00% | 0.00% | 0.00% |
VFINX Vanguard 500 Index Fund Investor Shares | 1.08% | 1.02% | 1.14% | 1.36% | 1.57% | 1.15% | 1.45% | 1.77% | 1.94% | 1.69% | 1.92% | 1.99% |
Drawdowns
FHATX vs. VFINX - Drawdown Comparison
The maximum FHATX drawdown since its inception was -24.70%, smaller than the maximum VFINX drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for FHATX and VFINX.
Loading graphics...
Drawdown Indicators
| FHATX | VFINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.70% | -55.25% | +30.55% |
Max Drawdown (1Y)Largest decline over 1 year | -7.98% | -12.12% | +4.14% |
Max Drawdown (5Y)Largest decline over 5 years | -24.67% | -24.59% | -0.08% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.83% | — |
Current DrawdownCurrent decline from peak | -6.76% | -6.26% | -0.50% |
Average DrawdownAverage peak-to-trough decline | -5.45% | -8.31% | +2.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.78% | 2.53% | -0.75% |
Volatility
FHATX vs. VFINX - Volatility Comparison
The current volatility for Fidelity Freedom Blend 2030 Fund (FHATX) is 3.99%, while Vanguard 500 Index Fund Investor Shares (VFINX) has a volatility of 5.35%. This indicates that FHATX experiences smaller price fluctuations and is considered to be less risky than VFINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FHATX | VFINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.99% | 5.35% | -1.36% |
Volatility (6M)Calculated over the trailing 6-month period | 6.38% | 9.53% | -3.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.76% | 18.32% | -7.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.76% | 16.91% | -6.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.36% | 18.05% | -5.69% |