FIHFX vs. VTTHX
Compare and contrast key facts about Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) and Vanguard Target Retirement 2035 Fund (VTTHX).
FIHFX is managed by Fidelity. It was launched on Oct 2, 2009. VTTHX is managed by Vanguard. It was launched on Oct 27, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIHFX or VTTHX.
Key characteristics
| FIHFX | VTTHX | |
|---|---|---|
| YTD Return | 11.43% | 11.06% |
| 1Y Return | 19.43% | 19.14% |
| 3Y Return (Ann) | 3.41% | 3.58% |
| 5Y Return (Ann) | 8.59% | 8.40% |
| 10Y Return (Ann) | 7.89% | 7.50% |
| Sharpe Ratio | 2.04 | 1.96 |
| Daily Std Dev | 9.42% | 9.65% |
| Max Drawdown | -28.42% | -51.76% |
| Current Drawdown | -0.42% | -0.36% |
Correlation
The correlation between FIHFX and VTTHX is 0.99, 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. VTTHX - Performance Comparison
The year-to-date returns for both stocks are quite close, with FIHFX having a 11.43% return and VTTHX slightly lower at 11.06%. Both investments have delivered pretty close results over the past 10 years, with FIHFX having a 7.89% annualized return and VTTHX not far behind at 7.50%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FIHFX vs. VTTHX - Expense Ratio Comparison
FIHFX has a 0.12% expense ratio, which is higher than VTTHX's 0.08% 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. VTTHX - 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 Target Retirement 2035 Fund (VTTHX). 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. VTTHX - Dividend Comparison
FIHFX's dividend yield for the trailing twelve months is around 2.03%, less than VTTHX's 2.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIHFX Fidelity Freedom Index 2035 Fund Investor Class | 2.03% | 2.10% | 2.14% | 1.93% | 2.15% | 16.14% | 2.21% | 1.81% | 1.95% | 2.03% | 3.37% | 0.16% |
VTTHX Vanguard Target Retirement 2035 Fund | 2.23% | 2.47% | 2.71% | 19.52% | 2.50% | 2.33% | 2.69% | 2.14% | 2.77% | 4.67% | 2.09% | 1.91% |
Drawdowns
FIHFX vs. VTTHX - Drawdown Comparison
The maximum FIHFX drawdown since its inception was -28.42%, smaller than the maximum VTTHX drawdown of -51.76%. Use the drawdown chart below to compare losses from any high point for FIHFX and VTTHX. For additional features, visit the drawdowns tool.
Volatility
FIHFX vs. VTTHX - Volatility Comparison
Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) and Vanguard Target Retirement 2035 Fund (VTTHX) have volatilities of 2.65% and 2.69%, 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.