Correlation
The correlation between FVLSX and VTHRX 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.
FVLSX vs. VTHRX
Compare and contrast key facts about Fidelity Flex Freedom Blend 2030 Fund (FVLSX) and Vanguard Target Retirement 2030 Fund (VTHRX).
FVLSX is managed by Fidelity. It was launched on Jun 8, 2017. VTHRX is managed by Vanguard. It was launched on Jun 7, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FVLSX or VTHRX.
Performance
FVLSX vs. VTHRX - Performance Comparison
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Key characteristics
FVLSX:
0.67
VTHRX:
1.06
FVLSX:
0.85
VTHRX:
1.39
FVLSX:
1.12
VTHRX:
1.19
FVLSX:
0.59
VTHRX:
1.03
FVLSX:
2.25
VTHRX:
4.57
FVLSX:
2.85%
VTHRX:
2.17%
FVLSX:
11.52%
VTHRX:
10.52%
FVLSX:
-26.24%
VTHRX:
-49.57%
FVLSX:
-1.20%
VTHRX:
-0.13%
Returns By Period
In the year-to-date period, FVLSX achieves a 4.04% return, which is significantly lower than VTHRX's 4.41% return.
FVLSX
4.04%
2.33%
0.27%
7.65%
6.68%
6.43%
N/A
VTHRX
4.41%
3.32%
2.60%
11.02%
8.02%
8.36%
6.97%
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FVLSX vs. VTHRX - Expense Ratio Comparison
FVLSX has a 0.00% expense ratio, which is lower than VTHRX's 0.08% 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%.
Risk-Adjusted Performance
FVLSX vs. VTHRX — Risk-Adjusted Performance Rank
FVLSX
VTHRX
FVLSX vs. VTHRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Flex Freedom Blend 2030 Fund (FVLSX) and Vanguard Target Retirement 2030 Fund (VTHRX). 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.
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Dividends
FVLSX vs. VTHRX - Dividend Comparison
FVLSX's dividend yield for the trailing twelve months is around 5.05%, more than VTHRX's 3.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FVLSX Fidelity Flex Freedom Blend 2030 Fund | 5.05% | 4.40% | 2.52% | 4.48% | 6.07% | 5.28% | 6.80% | 7.60% | 2.97% | 0.00% | 0.00% | 0.00% |
VTHRX Vanguard Target Retirement 2030 Fund | 3.48% | 3.63% | 2.59% | 2.53% | 17.56% | 2.56% | 2.38% | 2.71% | 2.05% | 2.38% | 3.72% | 2.02% |
Drawdowns
FVLSX vs. VTHRX - Drawdown Comparison
The maximum FVLSX drawdown since its inception was -26.24%, smaller than the maximum VTHRX drawdown of -49.57%. Use the drawdown chart below to compare losses from any high point for FVLSX and VTHRX.
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Volatility
FVLSX vs. VTHRX - Volatility Comparison
Fidelity Flex Freedom Blend 2030 Fund (FVLSX) has a higher volatility of 2.69% compared to Vanguard Target Retirement 2030 Fund (VTHRX) at 2.34%. This indicates that FVLSX's price experiences larger fluctuations and is considered to be riskier than VTHRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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