Correlation
The correlation between SSDJX and VTTSX 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.
SSDJX vs. VTTSX
Compare and contrast key facts about State Street Target Retirement 2050 Fund (SSDJX) and Vanguard Target Retirement 2060 Fund (VTTSX).
SSDJX is managed by State Street Global Advisors. It was launched on Sep 29, 2014. VTTSX is managed by Vanguard. It was launched on Jan 19, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSDJX or VTTSX.
Performance
SSDJX vs. VTTSX - Performance Comparison
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Key characteristics
SSDJX:
0.63
VTTSX:
0.85
SSDJX:
0.85
VTTSX:
1.17
SSDJX:
1.12
VTTSX:
1.17
SSDJX:
0.53
VTTSX:
0.81
SSDJX:
2.01
VTTSX:
3.60
SSDJX:
4.20%
VTTSX:
3.28%
SSDJX:
15.64%
VTTSX:
15.42%
SSDJX:
-30.95%
VTTSX:
-31.38%
SSDJX:
-1.64%
VTTSX:
-0.31%
Returns By Period
The year-to-date returns for both investments are quite close, with SSDJX having a 5.32% return and VTTSX slightly higher at 5.40%. Over the past 10 years, SSDJX has underperformed VTTSX with an annualized return of 6.11%, while VTTSX has yielded a comparatively higher 8.34% annualized return.
SSDJX
5.32%
4.69%
-0.54%
9.02%
7.14%
7.65%
6.11%
VTTSX
5.40%
4.85%
2.48%
12.33%
10.97%
11.04%
8.34%
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SSDJX vs. VTTSX - Expense Ratio Comparison
SSDJX has a 0.21% expense ratio, which is higher than VTTSX'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
SSDJX vs. VTTSX — Risk-Adjusted Performance Rank
SSDJX
VTTSX
SSDJX vs. VTTSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Target Retirement 2050 Fund (SSDJX) and Vanguard Target Retirement 2060 Fund (VTTSX). 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
SSDJX vs. VTTSX - Dividend Comparison
SSDJX's dividend yield for the trailing twelve months is around 4.40%, more than VTTSX's 2.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSDJX State Street Target Retirement 2050 Fund | 4.40% | 4.63% | 3.13% | 5.47% | 4.87% | 4.13% | 6.79% | 5.05% | 2.47% | 1.73% | 1.86% | 1.60% |
VTTSX Vanguard Target Retirement 2060 Fund | 2.09% | 2.20% | 2.14% | 2.09% | 5.67% | 1.83% | 2.11% | 2.31% | 1.77% | 1.98% | 1.92% | 1.67% |
Drawdowns
SSDJX vs. VTTSX - Drawdown Comparison
The maximum SSDJX drawdown since its inception was -30.95%, roughly equal to the maximum VTTSX drawdown of -31.38%. Use the drawdown chart below to compare losses from any high point for SSDJX and VTTSX.
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Volatility
SSDJX vs. VTTSX - Volatility Comparison
State Street Target Retirement 2050 Fund (SSDJX) and Vanguard Target Retirement 2060 Fund (VTTSX) have volatilities of 3.33% and 3.36%, 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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