FIHFX vs. VTI
Compare and contrast key facts about Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) and Vanguard Total Stock Market ETF (VTI).
FIHFX is managed by Fidelity. It was launched on Oct 2, 2009. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIHFX or VTI.
Performance
FIHFX vs. VTI - Performance Comparison
Returns By Period
In the year-to-date period, FIHFX achieves a 12.22% return, which is significantly lower than VTI's 24.70% return. Over the past 10 years, FIHFX has underperformed VTI with an annualized return of 7.88%, while VTI has yielded a comparatively higher 12.63% annualized return.
FIHFX
12.22%
-1.23%
5.52%
18.60%
8.14%
7.88%
VTI
24.70%
1.36%
12.03%
32.16%
15.00%
12.63%
Key characteristics
| FIHFX | VTI | |
|---|---|---|
| Sharpe Ratio | 2.22 | 2.65 |
| Sortino Ratio | 3.15 | 3.54 |
| Omega Ratio | 1.41 | 1.49 |
| Calmar Ratio | 2.04 | 3.87 |
| Martin Ratio | 13.92 | 16.96 |
| Ulcer Index | 1.38% | 1.95% |
| Daily Std Dev | 8.66% | 12.52% |
| Max Drawdown | -28.42% | -55.45% |
| Current Drawdown | -1.39% | -1.58% |
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FIHFX vs. VTI - Expense Ratio Comparison
FIHFX has a 0.12% expense ratio, which is higher than VTI's 0.03% 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%.
Correlation
The correlation between FIHFX and VTI is 0.96, 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
FIHFX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) and Vanguard Total Stock Market ETF (VTI). 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. VTI - Dividend Comparison
FIHFX's dividend yield for the trailing twelve months is around 1.98%, more than VTI's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIHFX Fidelity Freedom Index 2035 Fund Investor Class | 1.98% | 2.10% | 1.93% | 1.47% | 1.40% | 1.82% | 2.15% | 1.72% | 1.90% | 2.03% | 3.37% | 0.16% |
VTI Vanguard Total Stock Market ETF | 1.28% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
FIHFX vs. VTI - Drawdown Comparison
The maximum FIHFX drawdown since its inception was -28.42%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for FIHFX and VTI. For additional features, visit the drawdowns tool.
Volatility
FIHFX vs. VTI - Volatility Comparison
The current volatility for Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) is 2.34%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 4.28%. This indicates that FIHFX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.