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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FQIFX or VTTVX.
Key characteristics
| FQIFX | VTTVX | |
|---|---|---|
| YTD Return | 10.73% | 10.97% |
| 1Y Return | 19.84% | 19.74% |
| 3Y Return (Ann) | 1.58% | 2.31% |
| 5Y Return (Ann) | 6.14% | 6.63% |
| 10Y Return (Ann) | 6.45% | 6.55% |
| Sharpe Ratio | 2.77 | 2.32 |
| Sortino Ratio | 4.10 | 3.38 |
| Omega Ratio | 1.53 | 1.52 |
| Calmar Ratio | 1.60 | 1.89 |
| Martin Ratio | 17.23 | 11.80 |
| Ulcer Index | 1.19% | 1.74% |
| Daily Std Dev | 7.42% | 8.82% |
| Max Drawdown | -22.66% | -46.03% |
| Current Drawdown | -0.61% | -0.10% |
Correlation
The correlation between FQIFX and VTTVX is 0.98, 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. VTTVX - Performance Comparison
The year-to-date returns for both investments are quite close, with FQIFX having a 10.73% return and VTTVX slightly higher at 10.97%. Both investments have delivered pretty close results over the past 10 years, with FQIFX having a 6.45% annualized return and VTTVX not far ahead at 6.55%. 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. 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%.
Risk-Adjusted Performance
FQIFX vs. VTTVX - 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 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.
Dividends
FQIFX vs. VTTVX - Dividend Comparison
FQIFX's dividend yield for the trailing twelve months is around 2.18%, less than VTTVX's 2.47% 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% |
VTTVX Vanguard Target Retirement 2025 Fund | 2.47% | 2.74% | 2.21% | 2.16% | 1.65% | 2.37% | 2.55% | 1.99% | 2.00% | 2.19% | 1.95% | 1.82% |
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. For additional features, visit the drawdowns tool.
Volatility
FQIFX vs. VTTVX - Volatility Comparison
Fidelity Freedom Index 2025 Fund Investor Class (FQIFX) has a higher volatility of 1.85% compared to Vanguard Target Retirement 2025 Fund (VTTVX) at 1.71%. 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.