FSNUX vs. VGWAX
Compare and contrast key facts about Fidelity Freedom 2035 Fund Class K (FSNUX) and Vanguard Global Wellington Fund Admiral Shares (VGWAX).
FSNUX is managed by Fidelity. It was launched on Jul 20, 2017. VGWAX is managed by Vanguard. It was launched on Nov 2, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSNUX or VGWAX.
Key characteristics
| FSNUX | VGWAX | |
|---|---|---|
| YTD Return | 14.04% | 9.23% |
| 1Y Return | 24.40% | 17.31% |
| 3Y Return (Ann) | -1.49% | 4.72% |
| 5Y Return (Ann) | 4.01% | 7.46% |
| Sharpe Ratio | 2.70 | 2.62 |
| Sortino Ratio | 3.89 | 3.72 |
| Omega Ratio | 1.50 | 1.50 |
| Calmar Ratio | 1.09 | 4.92 |
| Martin Ratio | 17.49 | 16.17 |
| Ulcer Index | 1.45% | 1.12% |
| Daily Std Dev | 9.39% | 6.89% |
| Max Drawdown | -33.70% | -25.28% |
| Current Drawdown | -4.58% | -1.17% |
Correlation
The correlation between FSNUX and VGWAX is 0.90, 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
FSNUX vs. VGWAX - Performance Comparison
In the year-to-date period, FSNUX achieves a 14.04% return, which is significantly higher than VGWAX's 9.23% 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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FSNUX vs. VGWAX - Expense Ratio Comparison
FSNUX has a 0.61% expense ratio, which is higher than VGWAX's 0.29% expense ratio.
Risk-Adjusted Performance
FSNUX vs. VGWAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom 2035 Fund Class K (FSNUX) and Vanguard Global Wellington Fund Admiral Shares (VGWAX). 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
FSNUX vs. VGWAX - Dividend Comparison
FSNUX's dividend yield for the trailing twelve months is around 1.61%, less than VGWAX's 3.11% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
FSNUX Fidelity Freedom 2035 Fund Class K | 1.61% | 1.77% | 2.32% | 2.35% | 1.12% | 1.59% | 1.76% | 1.27% |
VGWAX Vanguard Global Wellington Fund Admiral Shares | 3.11% | 2.62% | 2.05% | 1.80% | 1.64% | 1.92% | 2.42% | 0.23% |
Drawdowns
FSNUX vs. VGWAX - Drawdown Comparison
The maximum FSNUX drawdown since its inception was -33.70%, which is greater than VGWAX's maximum drawdown of -25.28%. Use the drawdown chart below to compare losses from any high point for FSNUX and VGWAX. For additional features, visit the drawdowns tool.
Volatility
FSNUX vs. VGWAX - Volatility Comparison
Fidelity Freedom 2035 Fund Class K (FSNUX) has a higher volatility of 2.49% compared to Vanguard Global Wellington Fund Admiral Shares (VGWAX) at 1.77%. This indicates that FSNUX's price experiences larger fluctuations and is considered to be riskier than VGWAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.