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.
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.
Performance
LTTIX vs. VOO - Performance Comparison
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Key characteristics
LTTIX:
1.42
VOO:
0.74
LTTIX:
1.88
VOO:
1.04
LTTIX:
1.26
VOO:
1.15
LTTIX:
1.64
VOO:
0.68
LTTIX:
6.37
VOO:
2.58
LTTIX:
1.15%
VOO:
4.93%
LTTIX:
5.46%
VOO:
19.54%
LTTIX:
-19.33%
VOO:
-33.99%
LTTIX:
0.00%
VOO:
-3.55%
Returns By Period
In the year-to-date period, LTTIX achieves a 3.01% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, LTTIX has underperformed VOO with an annualized return of 5.40%, while VOO has yielded a comparatively higher 12.81% annualized return.
LTTIX
3.01%
1.37%
1.07%
7.70%
5.03%
5.48%
5.40%
VOO
0.90%
6.28%
-1.46%
14.27%
14.31%
15.89%
12.81%
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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.
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Dividends
LTTIX vs. VOO - Dividend Comparison
LTTIX's dividend yield for the trailing twelve months is around 6.87%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LTTIX MFS Lifetime 2025 Fund | 6.87% | 7.07% | 3.30% | 5.88% | 7.35% | 2.84% | 3.68% | 4.33% | 3.52% | 4.03% | 3.27% | 2.53% |
VOO Vanguard S&P 500 ETF | 1.29% | 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 -19.33%, 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.
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Volatility
LTTIX vs. VOO - Volatility Comparison
The current volatility for MFS Lifetime 2025 Fund (LTTIX) is 1.31%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. 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.
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