FITHX vs. VTTHX
Compare and contrast key facts about Fidelity Advisor Freedom 2035 Fund Class I (FITHX) and Vanguard Target Retirement 2035 Fund (VTTHX).
FITHX is managed by Fidelity. It was launched on Nov 6, 2003. 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: FITHX or VTTHX.
Key characteristics
| FITHX | VTTHX | |
|---|---|---|
| YTD Return | 14.06% | 13.31% |
| 1Y Return | 27.15% | 24.20% |
| 3Y Return (Ann) | 3.44% | 4.19% |
| 5Y Return (Ann) | 9.42% | 8.82% |
| 10Y Return (Ann) | 9.00% | 8.31% |
| Sharpe Ratio | 2.66 | 2.54 |
| Sortino Ratio | 3.82 | 3.65 |
| Omega Ratio | 1.49 | 1.49 |
| Calmar Ratio | 1.45 | 1.63 |
| Martin Ratio | 18.00 | 15.60 |
| Ulcer Index | 1.42% | 1.54% |
| Daily Std Dev | 9.59% | 9.47% |
| Max Drawdown | -52.70% | -51.76% |
| Current Drawdown | -0.44% | -0.16% |
Correlation
The correlation between FITHX and VTTHX is 0.97, 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
FITHX vs. VTTHX - Performance Comparison
In the year-to-date period, FITHX achieves a 14.06% return, which is significantly higher than VTTHX's 13.31% return. Over the past 10 years, FITHX has outperformed VTTHX with an annualized return of 9.00%, while VTTHX has yielded a comparatively lower 8.31% annualized return. 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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FITHX vs. VTTHX - Expense Ratio Comparison
FITHX has a 0.71% expense ratio, which is higher than VTTHX's 0.08% expense ratio.
Risk-Adjusted Performance
FITHX vs. VTTHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Freedom 2035 Fund Class I (FITHX) 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
FITHX vs. VTTHX - Dividend Comparison
FITHX's dividend yield for the trailing twelve months is around 2.05%, less than VTTHX's 2.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FITHX Fidelity Advisor Freedom 2035 Fund Class I | 2.05% | 1.51% | 9.95% | 9.48% | 6.16% | 7.35% | 11.94% | 5.33% | 4.86% | 5.46% | 8.99% | 8.60% |
VTTHX Vanguard Target Retirement 2035 Fund | 2.18% | 2.47% | 2.71% | 19.52% | 2.50% | 2.33% | 2.69% | 2.14% | 2.77% | 4.67% | 2.09% | 1.91% |
Drawdowns
FITHX vs. VTTHX - Drawdown Comparison
The maximum FITHX drawdown since its inception was -52.70%, roughly equal to the maximum VTTHX drawdown of -51.76%. Use the drawdown chart below to compare losses from any high point for FITHX and VTTHX. For additional features, visit the drawdowns tool.
Volatility
FITHX vs. VTTHX - Volatility Comparison
Fidelity Advisor Freedom 2035 Fund Class I (FITHX) has a higher volatility of 2.37% compared to Vanguard Target Retirement 2035 Fund (VTTHX) at 2.13%. This indicates that FITHX's price experiences larger fluctuations and is considered to be riskier than VTTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.