FQIFX vs. VTINX
Compare and contrast key facts about Fidelity Freedom Index 2025 Fund Investor Class (FQIFX) and Vanguard Target Retirement Income Fund (VTINX).
FQIFX is managed by Fidelity. It was launched on Oct 2, 2009. VTINX 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: FQIFX or VTINX.
Key characteristics
| FQIFX | VTINX | |
|---|---|---|
| YTD Return | 10.73% | 7.73% |
| 1Y Return | 19.84% | 14.55% |
| 3Y Return (Ann) | 1.58% | 1.25% |
| 5Y Return (Ann) | 6.14% | 4.16% |
| 10Y Return (Ann) | 6.45% | 4.33% |
| Sharpe Ratio | 2.77 | 2.96 |
| Sortino Ratio | 4.10 | 4.60 |
| Omega Ratio | 1.53 | 1.59 |
| Calmar Ratio | 1.60 | 1.54 |
| Martin Ratio | 17.23 | 18.59 |
| Ulcer Index | 1.19% | 0.81% |
| Daily Std Dev | 7.42% | 5.07% |
| Max Drawdown | -22.66% | -19.96% |
| Current Drawdown | -0.61% | -0.65% |
Correlation
The correlation between FQIFX and VTINX is 0.92, 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
FQIFX vs. VTINX - Performance Comparison
In the year-to-date period, FQIFX achieves a 10.73% return, which is significantly higher than VTINX's 7.73% return. Over the past 10 years, FQIFX has outperformed VTINX with an annualized return of 6.45%, while VTINX has yielded a comparatively lower 4.33% 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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FQIFX vs. VTINX - Expense Ratio Comparison
FQIFX has a 0.12% expense ratio, which is higher than VTINX'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
FQIFX vs. VTINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2025 Fund Investor Class (FQIFX) and Vanguard Target Retirement Income Fund (VTINX). 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
FQIFX vs. VTINX - Dividend Comparison
FQIFX's dividend yield for the trailing twelve months is around 2.18%, less than VTINX's 3.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FQIFX Fidelity Freedom Index 2025 Fund Investor Class | 2.18% | 2.37% | 2.47% | 1.51% | 1.37% | 1.88% | 2.14% | 1.73% | 1.83% | 1.93% | 6.75% | 0.27% |
VTINX Vanguard Target Retirement Income Fund | 3.25% | 2.98% | 2.71% | 2.59% | 1.65% | 2.51% | 2.69% | 2.10% | 1.94% | 1.84% | 1.84% | 1.63% |
Drawdowns
FQIFX vs. VTINX - Drawdown Comparison
The maximum FQIFX drawdown since its inception was -22.66%, which is greater than VTINX's maximum drawdown of -19.96%. Use the drawdown chart below to compare losses from any high point for FQIFX and VTINX. For additional features, visit the drawdowns tool.
Volatility
FQIFX vs. VTINX - Volatility Comparison
Fidelity Freedom Index 2025 Fund Investor Class (FQIFX) has a higher volatility of 1.85% compared to Vanguard Target Retirement Income Fund (VTINX) at 1.25%. This indicates that FQIFX's price experiences larger fluctuations and is considered to be riskier than VTINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.