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FIHFX vs. VTI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between FIHFX and VTI is 0.95, 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.


-0.50.00.51.01.0

Performance

FIHFX vs. VTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) and Vanguard Total Stock Market ETF (VTI). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
4.18%
10.22%
FIHFX
VTI

Key characteristics

Sharpe Ratio

FIHFX:

1.52

VTI:

2.10

Sortino Ratio

FIHFX:

2.12

VTI:

2.80

Omega Ratio

FIHFX:

1.27

VTI:

1.39

Calmar Ratio

FIHFX:

2.22

VTI:

3.14

Martin Ratio

FIHFX:

9.22

VTI:

13.44

Ulcer Index

FIHFX:

1.44%

VTI:

2.00%

Daily Std Dev

FIHFX:

8.79%

VTI:

12.79%

Max Drawdown

FIHFX:

-28.42%

VTI:

-55.45%

Current Drawdown

FIHFX:

-3.15%

VTI:

-3.03%

Returns By Period

In the year-to-date period, FIHFX achieves a 11.62% return, which is significantly lower than VTI's 24.89% return. Over the past 10 years, FIHFX has underperformed VTI with an annualized return of 7.85%, while VTI has yielded a comparatively higher 12.52% annualized return.


FIHFX

YTD

11.62%

1M

-0.46%

6M

4.31%

1Y

12.38%

5Y*

7.31%

10Y*

7.85%

VTI

YTD

24.89%

1M

-0.60%

6M

10.03%

1Y

25.20%

5Y*

14.09%

10Y*

12.52%

Compare stocks, funds, or ETFs

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


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%.


FIHFX
Fidelity Freedom Index 2035 Fund Investor Class
Expense ratio chart for FIHFX: current value at 0.12% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.12%
Expense ratio chart for VTI: 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

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.


Sharpe ratio
The chart of Sharpe ratio for FIHFX, currently valued at 1.52, compared to the broader market-1.000.001.002.003.004.001.522.10
The chart of Sortino ratio for FIHFX, currently valued at 2.12, compared to the broader market-2.000.002.004.006.008.0010.002.122.80
The chart of Omega ratio for FIHFX, currently valued at 1.27, compared to the broader market0.501.001.502.002.503.003.501.271.39
The chart of Calmar ratio for FIHFX, currently valued at 2.22, compared to the broader market0.002.004.006.008.0010.0012.0014.002.223.14
The chart of Martin ratio for FIHFX, currently valued at 9.22, compared to the broader market0.0020.0040.0060.009.2213.44
FIHFX
VTI

The current FIHFX Sharpe Ratio is 1.52, which is comparable to the VTI Sharpe Ratio of 2.10. The chart below compares the historical Sharpe Ratios of FIHFX and VTI, 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 Ratio1.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.52
2.10
FIHFX
VTI

Dividends

FIHFX vs. VTI - Dividend Comparison

FIHFX's dividend yield for the trailing twelve months is around 1.99%, more than VTI's 0.93% yield.


TTM20232022202120202019201820172016201520142013
FIHFX
Fidelity Freedom Index 2035 Fund Investor Class
1.99%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
0.93%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.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-3.15%
-3.03%
FIHFX
VTI

Volatility

FIHFX vs. VTI - Volatility Comparison

The current volatility for Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) is 2.73%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 4.00%. 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.


1.00%2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
2.73%
4.00%
FIHFX
VTI
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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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