FUIPX vs. VSIAX
Compare and contrast key facts about Fidelity Freedom Index 2060 Fund (FUIPX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX).
FUIPX is managed by Fidelity. It was launched on Jun 24, 2020. VSIAX is managed by Vanguard. It was launched on Sep 27, 2011.
Performance
FUIPX vs. VSIAX - Performance Comparison
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FUIPX vs. VSIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
FUIPX Fidelity Freedom Index 2060 Fund | -1.58% | 21.50% | 14.23% | 19.99% | -18.17% | 16.00% | 23.45% |
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares | 3.10% | 9.09% | 11.34% | 17.06% | -9.31% | 28.10% | 39.05% |
Returns By Period
In the year-to-date period, FUIPX achieves a -1.58% return, which is significantly lower than VSIAX's 3.10% return.
FUIPX
- 1D
- 2.71%
- 1M
- -5.56%
- YTD
- -1.58%
- 6M
- 1.01%
- 1Y
- 19.25%
- 3Y*
- 15.28%
- 5Y*
- 8.12%
- 10Y*
- —
VSIAX
- 1D
- 2.28%
- 1M
- -5.22%
- YTD
- 3.10%
- 6M
- 4.82%
- 1Y
- 18.55%
- 3Y*
- 13.36%
- 5Y*
- 7.55%
- 10Y*
- 10.08%
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FUIPX vs. VSIAX - Expense Ratio Comparison
FUIPX has a 0.06% expense ratio, which is lower than VSIAX's 0.07% expense ratio. Despite the difference, 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
FUIPX vs. VSIAX — Risk / Return Rank
FUIPX
VSIAX
FUIPX vs. VSIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2060 Fund (FUIPX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX). 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.
| FUIPX | VSIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 0.92 | +0.37 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.41 | +0.46 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.19 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.83 | 1.37 | +0.47 |
Martin ratioReturn relative to average drawdown | 8.31 | 5.62 | +2.69 |
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
| FUIPX | VSIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 0.92 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.38 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.45 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.56 | +0.28 |
Correlation
The correlation between FUIPX and VSIAX is 0.81, 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
FUIPX vs. VSIAX - Dividend Comparison
FUIPX's dividend yield for the trailing twelve months is around 2.03%, more than VSIAX's 1.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUIPX Fidelity Freedom Index 2060 Fund | 2.03% | 2.00% | 2.01% | 1.96% | 2.05% | 1.97% | 1.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares | 1.90% | 1.95% | 1.98% | 2.10% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% |
Drawdowns
FUIPX vs. VSIAX - Drawdown Comparison
The maximum FUIPX drawdown since its inception was -26.20%, smaller than the maximum VSIAX drawdown of -45.39%. Use the drawdown chart below to compare losses from any high point for FUIPX and VSIAX.
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Drawdown Indicators
| FUIPX | VSIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.20% | -45.39% | +19.19% |
Max Drawdown (1Y)Largest decline over 1 year | -10.79% | -14.16% | +3.37% |
Max Drawdown (5Y)Largest decline over 5 years | -26.20% | -24.09% | -2.11% |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.39% | — |
Current DrawdownCurrent decline from peak | -6.60% | -6.15% | -0.45% |
Average DrawdownAverage peak-to-trough decline | -5.49% | -5.54% | +0.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.38% | 3.44% | -1.06% |
Volatility
FUIPX vs. VSIAX - Volatility Comparison
Fidelity Freedom Index 2060 Fund (FUIPX) has a higher volatility of 5.91% compared to Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX) at 5.52%. This indicates that FUIPX's price experiences larger fluctuations and is considered to be riskier than VSIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FUIPX | VSIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.91% | 5.52% | +0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 9.15% | 11.25% | -2.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.38% | 20.69% | -5.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.33% | 19.86% | -5.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.23% | 22.45% | -8.22% |