FQIFX vs. VTTVX
Compare and contrast key facts about Fidelity Freedom Index 2025 Fund Investor Class (FQIFX) and Vanguard Target Retirement 2025 Fund (VTTVX).
FQIFX is managed by Fidelity. It was launched on Oct 2, 2009. VTTVX is managed by Vanguard. It was launched on Oct 27, 2003.
Performance
FQIFX vs. VTTVX - Performance Comparison
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FQIFX vs. VTTVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FQIFX Fidelity Freedom Index 2025 Fund Investor Class | -2.31% | 14.84% | 8.49% | 13.88% | -16.54% | 9.52% | 13.56% | 19.63% | -4.51% | 15.15% |
VTTVX Vanguard Target Retirement 2025 Fund | -2.21% | 14.63% | 9.23% | 14.76% | -15.57% | 9.78% | 13.31% | 19.63% | -5.14% | 13.68% |
Returns By Period
The year-to-date returns for both investments are quite close, with FQIFX having a -2.31% return and VTTVX slightly higher at -2.21%. Both investments have delivered pretty close results over the past 10 years, with FQIFX having a 7.21% annualized return and VTTVX not far ahead at 7.26%.
FQIFX
- 1D
- 0.20%
- 1M
- -5.70%
- YTD
- -2.31%
- 6M
- -0.42%
- 1Y
- 10.87%
- 3Y*
- 9.49%
- 5Y*
- 4.55%
- 10Y*
- 7.21%
VTTVX
- 1D
- 0.05%
- 1M
- -5.38%
- YTD
- -2.21%
- 6M
- -0.23%
- 1Y
- 11.38%
- 3Y*
- 10.10%
- 5Y*
- 5.04%
- 10Y*
- 7.26%
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FQIFX vs. VTTVX - Expense Ratio Comparison
FQIFX has a 0.12% expense ratio, which is higher than VTTVX'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%.
Return for Risk
FQIFX vs. VTTVX — Risk / Return Rank
FQIFX
VTTVX
FQIFX vs. VTTVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2025 Fund Investor Class (FQIFX) and Vanguard Target Retirement 2025 Fund (VTTVX). 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.
| FQIFX | VTTVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 1.37 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.73 | 1.95 | -0.22 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.28 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 1.77 | -0.23 |
Martin ratioReturn relative to average drawdown | 6.80 | 7.76 | -0.96 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FQIFX | VTTVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 1.37 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.56 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.73 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.54 | +0.12 |
Correlation
The correlation between FQIFX and VTTVX 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.
Dividends
FQIFX vs. VTTVX - Dividend Comparison
FQIFX's dividend yield for the trailing twelve months is around 5.04%, less than VTTVX's 7.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FQIFX Fidelity Freedom Index 2025 Fund Investor Class | 5.04% | 4.92% | 3.36% | 2.37% | 2.64% | 2.10% | 2.38% | 13.76% | 2.31% | 1.83% | 1.88% | 1.93% |
VTTVX Vanguard Target Retirement 2025 Fund | 7.55% | 7.38% | 7.63% | 3.96% | 2.96% | 16.28% | 4.35% | 2.57% | 3.14% | 0.47% | 2.68% | 4.98% |
Drawdowns
FQIFX vs. VTTVX - Drawdown Comparison
The maximum FQIFX drawdown since its inception was -22.66%, smaller than the maximum VTTVX drawdown of -46.03%. Use the drawdown chart below to compare losses from any high point for FQIFX and VTTVX.
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Drawdown Indicators
| FQIFX | VTTVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.66% | -46.03% | +23.37% |
Max Drawdown (1Y)Largest decline over 1 year | -6.77% | -6.08% | -0.69% |
Max Drawdown (5Y)Largest decline over 5 years | -22.66% | -21.52% | -1.14% |
Max Drawdown (10Y)Largest decline over 10 years | -22.66% | -22.51% | -0.15% |
Current DrawdownCurrent decline from peak | -5.79% | -5.52% | -0.27% |
Average DrawdownAverage peak-to-trough decline | -3.92% | -5.09% | +1.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.54% | 1.39% | +0.15% |
Volatility
FQIFX vs. VTTVX - Volatility Comparison
Fidelity Freedom Index 2025 Fund Investor Class (FQIFX) has a higher volatility of 3.32% compared to Vanguard Target Retirement 2025 Fund (VTTVX) at 2.99%. This indicates that FQIFX's price experiences larger fluctuations and is considered to be riskier than VTTVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FQIFX | VTTVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.32% | 2.99% | +0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 5.36% | 5.01% | +0.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.18% | 8.43% | +0.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.49% | 9.04% | +0.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.86% | 9.91% | -0.05% |