FIOFX vs. VTIVX

In the year-to-date period, FIOFX achieves a 4.47% return, which is significantly higher than VTIVX's 4.08% return. Over the past 10 years, FIOFX has underperformed VTIVX with an annualized return of 7.08%, while VTIVX has yielded a comparatively higher 8.22% annualized return.

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

FIOFX has a 0.12% expense ratio, which is higher than VTIVX'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%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2045 Fund Investor Class (FIOFX) and Vanguard Target Retirement 2045 Fund (VTIVX). 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.

The current FIOFX Sharpe Ratio is 0.70, which is comparable to the VTIVX Sharpe Ratio of 0.77. The chart below compares the historical Sharpe Ratios of FIOFX and VTIVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FIOFX's dividend yield for the trailing twelve months is around 1.86%, less than VTIVX's 2.22% yield.

The maximum FIOFX drawdown since its inception was -37.05%, smaller than the maximum VTIVX drawdown of -51.69%. Use the drawdown chart below to compare losses from any high point for FIOFX and VTIVX. For additional features, visit the drawdowns tool.

Fidelity Freedom Index 2045 Fund Investor Class (FIOFX) has a higher volatility of 4.09% compared to Vanguard Target Retirement 2045 Fund (VTIVX) at 3.68%. This indicates that FIOFX's price experiences larger fluctuations and is considered to be riskier than VTIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.