LTTIX vs. VOO
Compare and contrast key facts about MFS Lifetime 2025 Fund (LTTIX) and Vanguard S&P 500 ETF (VOO).
LTTIX is managed by MFS. It was launched on Nov 1, 2012. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LTTIX or VOO.
Correlation
The correlation between LTTIX and VOO is 0.88, 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
LTTIX vs. VOO - Performance Comparison
Key characteristics
LTTIX:
1.02
VOO:
1.89
LTTIX:
1.31
VOO:
2.54
LTTIX:
1.21
VOO:
1.35
LTTIX:
0.56
VOO:
2.83
LTTIX:
3.10
VOO:
11.83
LTTIX:
1.79%
VOO:
2.02%
LTTIX:
5.46%
VOO:
12.66%
LTTIX:
-19.73%
VOO:
-33.99%
LTTIX:
-4.52%
VOO:
-0.42%
Returns By Period
In the year-to-date period, LTTIX achieves a 2.16% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, LTTIX has underperformed VOO with an annualized return of 3.58%, while VOO has yielded a comparatively higher 13.26% annualized return.
LTTIX
2.16%
0.84%
-0.50%
5.78%
2.29%
3.58%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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LTTIX vs. VOO - Expense Ratio Comparison
LTTIX has a 0.00% expense ratio, which is lower than VOO's 0.03% 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
LTTIX vs. VOO — Risk-Adjusted Performance Rank
LTTIX
VOO
LTTIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Lifetime 2025 Fund (LTTIX) and Vanguard S&P 500 ETF (VOO). 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
LTTIX vs. VOO - Dividend Comparison
LTTIX's dividend yield for the trailing twelve months is around 3.98%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTTIX MFS Lifetime 2025 Fund | 3.98% | 4.07% | 3.03% | 2.93% | 3.86% | 2.02% | 2.28% | 2.91% | 2.93% | 1.69% | 1.75% | 4.40% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
LTTIX vs. VOO - Drawdown Comparison
The maximum LTTIX drawdown since its inception was -19.73%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for LTTIX and VOO. For additional features, visit the drawdowns tool.
Volatility
LTTIX vs. VOO - Volatility Comparison
The current volatility for MFS Lifetime 2025 Fund (LTTIX) is 1.00%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. This indicates that LTTIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.