Correlation
The correlation between SSBWX and VTHRX is 0.91, 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.
SSBWX vs. VTHRX
Compare and contrast key facts about State Street Target Retirement 2030 Fund (SSBWX) and Vanguard Target Retirement 2030 Fund (VTHRX).
SSBWX is managed by State Street Global Advisors. It was launched on Sep 29, 2014. 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: SSBWX or VTHRX.
Performance
SSBWX vs. VTHRX - Performance Comparison
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Key characteristics
SSBWX:
0.66
VTHRX:
1.05
SSBWX:
0.86
VTHRX:
1.42
SSBWX:
1.13
VTHRX:
1.20
SSBWX:
0.49
VTHRX:
1.05
SSBWX:
1.80
VTHRX:
4.67
SSBWX:
3.62%
VTHRX:
2.17%
SSBWX:
11.22%
VTHRX:
10.48%
SSBWX:
-26.86%
VTHRX:
-49.57%
SSBWX:
-3.33%
VTHRX:
-0.08%
Returns By Period
The year-to-date returns for both stocks are quite close, with SSBWX having a 4.59% return and VTHRX slightly lower at 4.46%. Over the past 10 years, SSBWX has underperformed VTHRX with an annualized return of 4.75%, while VTHRX has yielded a comparatively higher 6.98% annualized return.
SSBWX
4.59%
3.14%
-1.32%
6.67%
4.83%
4.77%
4.75%
VTHRX
4.46%
3.24%
2.06%
10.39%
8.20%
8.37%
6.98%
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SSBWX vs. VTHRX - Expense Ratio Comparison
SSBWX has a 0.15% expense ratio, which is higher than VTHRX's 0.08% 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
SSBWX vs. VTHRX — Risk-Adjusted Performance Rank
SSBWX
VTHRX
SSBWX vs. VTHRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Target Retirement 2030 Fund (SSBWX) 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
SSBWX vs. VTHRX - Dividend Comparison
SSBWX's dividend yield for the trailing twelve months is around 5.90%, more than VTHRX's 3.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSBWX State Street Target Retirement 2030 Fund | 5.90% | 6.17% | 4.11% | 5.79% | 6.18% | 4.93% | 6.66% | 5.24% | 2.37% | 1.76% | 2.11% | 0.68% |
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
SSBWX vs. VTHRX - Drawdown Comparison
The maximum SSBWX drawdown since its inception was -26.86%, smaller than the maximum VTHRX drawdown of -49.57%. Use the drawdown chart below to compare losses from any high point for SSBWX and VTHRX.
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Volatility
SSBWX vs. VTHRX - Volatility Comparison
State Street Target Retirement 2030 Fund (SSBWX) and Vanguard Target Retirement 2030 Fund (VTHRX) have volatilities of 2.35% and 2.34%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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