Correlation
The correlation between SSCJX and VTTHX is 0.92, 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.
SSCJX vs. VTTHX
Compare and contrast key facts about State Street Target Retirement 2035 Fund (SSCJX) and Vanguard Target Retirement 2035 Fund (VTTHX).
SSCJX is managed by State Street Global Advisors. It was launched on Sep 29, 2014. VTTHX is managed by Vanguard. It was launched on Oct 27, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSCJX or VTTHX.
Performance
SSCJX vs. VTTHX - Performance Comparison
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Key characteristics
SSCJX:
0.65
VTTHX:
0.94
SSCJX:
0.86
VTTHX:
1.27
SSCJX:
1.12
VTTHX:
1.18
SSCJX:
0.53
VTTHX:
0.65
SSCJX:
1.91
VTTHX:
4.02
SSCJX:
3.79%
VTTHX:
2.50%
SSCJX:
12.84%
VTTHX:
11.75%
SSCJX:
-27.84%
VTTHX:
-51.76%
SSCJX:
-1.90%
VTTHX:
-4.34%
Returns By Period
The year-to-date returns for both stocks are quite close, with SSCJX having a 4.82% return and VTTHX slightly lower at 4.71%. Both investments have delivered pretty close results over the past 10 years, with SSCJX having a 5.19% annualized return and VTTHX not far ahead at 5.27%.
SSCJX
4.82%
3.68%
-0.93%
7.53%
5.54%
5.64%
5.19%
VTTHX
4.71%
3.63%
1.66%
10.38%
8.55%
5.60%
5.27%
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SSCJX vs. VTTHX - Expense Ratio Comparison
SSCJX has a 0.19% expense ratio, which is higher than VTTHX'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
SSCJX vs. VTTHX — Risk-Adjusted Performance Rank
SSCJX
VTTHX
SSCJX vs. VTTHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Target Retirement 2035 Fund (SSCJX) and Vanguard Target Retirement 2035 Fund (VTTHX). 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
SSCJX vs. VTTHX - Dividend Comparison
SSCJX's dividend yield for the trailing twelve months is around 5.19%, more than VTTHX's 2.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSCJX State Street Target Retirement 2035 Fund | 5.19% | 5.44% | 4.03% | 5.32% | 5.43% | 4.54% | 6.47% | 4.99% | 2.37% | 1.74% | 2.03% | 0.49% |
VTTHX Vanguard Target Retirement 2035 Fund | 2.98% | 3.12% | 2.48% | 2.70% | 19.52% | 2.50% | 2.33% | 2.69% | 2.14% | 2.77% | 4.67% | 2.09% |
Drawdowns
SSCJX vs. VTTHX - Drawdown Comparison
The maximum SSCJX drawdown since its inception was -27.84%, smaller than the maximum VTTHX drawdown of -51.76%. Use the drawdown chart below to compare losses from any high point for SSCJX and VTTHX.
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Volatility
SSCJX vs. VTTHX - Volatility Comparison
State Street Target Retirement 2035 Fund (SSCJX) has a higher volatility of 2.72% compared to Vanguard Target Retirement 2035 Fund (VTTHX) at 2.58%. This indicates that SSCJX's price experiences larger fluctuations and is considered to be riskier than VTTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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