FIHFX vs. SWYFX
Compare and contrast key facts about Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) and Schwab Target 2035 Index Fund (SWYFX).
FIHFX is managed by Fidelity. It was launched on Oct 2, 2009. SWYFX is managed by Schwab Funds. It was launched on Aug 24, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIHFX or SWYFX.
Correlation
The correlation between FIHFX and SWYFX is 0.98, 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.
Performance
FIHFX vs. SWYFX - Performance Comparison
Key characteristics
FIHFX:
1.36
SWYFX:
1.42
FIHFX:
1.91
SWYFX:
1.96
FIHFX:
1.24
SWYFX:
1.26
FIHFX:
2.40
SWYFX:
2.52
FIHFX:
7.04
SWYFX:
7.61
FIHFX:
1.68%
SWYFX:
1.65%
FIHFX:
8.71%
SWYFX:
8.86%
FIHFX:
-35.66%
SWYFX:
-26.50%
FIHFX:
-0.78%
SWYFX:
-1.03%
Returns By Period
In the year-to-date period, FIHFX achieves a 3.38% return, which is significantly higher than SWYFX's 3.05% return.
FIHFX
3.38%
1.30%
3.47%
12.00%
8.99%
6.27%
SWYFX
3.05%
0.70%
3.74%
12.69%
9.38%
N/A
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FIHFX vs. SWYFX - Expense Ratio Comparison
FIHFX has a 0.12% expense ratio, which is higher than SWYFX's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FIHFX vs. SWYFX — Risk-Adjusted Performance Rank
FIHFX
SWYFX
FIHFX vs. SWYFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) and Schwab Target 2035 Index Fund (SWYFX). 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
FIHFX vs. SWYFX - Dividend Comparison
FIHFX's dividend yield for the trailing twelve months is around 2.23%, less than SWYFX's 2.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIHFX Fidelity Freedom Index 2035 Fund Investor Class | 2.23% | 2.31% | 2.10% | 1.93% | 1.47% | 1.40% | 1.82% | 2.15% | 1.72% | 1.90% | 2.03% | 3.37% |
SWYFX Schwab Target 2035 Index Fund | 2.30% | 2.37% | 2.15% | 2.02% | 1.72% | 1.64% | 1.99% | 2.10% | 1.43% | 0.99% | 0.00% | 0.00% |
Drawdowns
FIHFX vs. SWYFX - Drawdown Comparison
The maximum FIHFX drawdown since its inception was -35.66%, which is greater than SWYFX's maximum drawdown of -26.50%. Use the drawdown chart below to compare losses from any high point for FIHFX and SWYFX. For additional features, visit the drawdowns tool.
Volatility
FIHFX vs. SWYFX - Volatility Comparison
Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) and Schwab Target 2035 Index Fund (SWYFX) have volatilities of 2.13% and 2.10%, 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.