FXIFX vs. VTI
Compare and contrast key facts about Fidelity Freedom Index 2030 Fund Investor Class (FXIFX) and Vanguard Total Stock Market ETF (VTI).
FXIFX is managed by Fidelity. It was launched on Oct 2, 2009. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FXIFX or VTI.
Key characteristics
| FXIFX | VTI | |
|---|---|---|
| YTD Return | 10.44% | 25.21% |
| 1Y Return | 17.70% | 33.95% |
| 3Y Return (Ann) | 1.91% | 8.40% |
| 5Y Return (Ann) | 6.66% | 14.97% |
| 10Y Return (Ann) | 6.99% | 12.80% |
| Sharpe Ratio | 2.25 | 2.76 |
| Sortino Ratio | 3.25 | 3.68 |
| Omega Ratio | 1.42 | 1.51 |
| Calmar Ratio | 1.66 | 4.00 |
| Martin Ratio | 13.94 | 17.66 |
| Ulcer Index | 1.26% | 1.94% |
| Daily Std Dev | 7.80% | 12.43% |
| Max Drawdown | -23.90% | -55.45% |
| Current Drawdown | -1.65% | -1.18% |
Correlation
The correlation between FXIFX and VTI is 0.94, 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
FXIFX vs. VTI - Performance Comparison
In the year-to-date period, FXIFX achieves a 10.44% return, which is significantly lower than VTI's 25.21% return. Over the past 10 years, FXIFX has underperformed VTI with an annualized return of 6.99%, while VTI has yielded a comparatively higher 12.80% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FXIFX vs. VTI - Expense Ratio Comparison
FXIFX has a 0.12% expense ratio, which is higher than VTI's 0.03% 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
FXIFX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Index 2030 Fund Investor Class (FXIFX) and Vanguard Total Stock Market ETF (VTI). 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
FXIFX vs. VTI - Dividend Comparison
FXIFX's dividend yield for the trailing twelve months is around 2.09%, more than VTI's 1.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FXIFX Fidelity Freedom Index 2030 Fund Investor Class | 2.09% | 2.26% | 2.22% | 1.53% | 1.41% | 1.92% | 2.19% | 1.76% | 1.90% | 2.02% | 4.87% | 0.26% |
VTI Vanguard Total Stock Market ETF | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
FXIFX vs. VTI - Drawdown Comparison
The maximum FXIFX drawdown since its inception was -23.90%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for FXIFX and VTI. For additional features, visit the drawdowns tool.
Volatility
FXIFX vs. VTI - Volatility Comparison
The current volatility for Fidelity Freedom Index 2030 Fund Investor Class (FXIFX) is 2.09%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 4.05%. This indicates that FXIFX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.