VFFVX vs. FDEEX
Compare and contrast key facts about Vanguard Target Retirement 2055 Fund (VFFVX) and Fidelity Freedom 2055 Fund (FDEEX).
VFFVX is managed by Vanguard. It was launched on Aug 18, 2010. FDEEX is managed by Fidelity. It was launched on Jun 1, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFFVX or FDEEX.
Performance
VFFVX vs. FDEEX - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with VFFVX having a 16.32% return and FDEEX slightly higher at 16.40%. Over the past 10 years, VFFVX has outperformed FDEEX with an annualized return of 8.77%, while FDEEX has yielded a comparatively lower 5.11% annualized return.
VFFVX
16.32%
1.30%
7.88%
23.16%
10.21%
8.77%
FDEEX
16.40%
0.80%
6.26%
23.43%
5.57%
5.11%
Key characteristics
| VFFVX | FDEEX | |
|---|---|---|
| Sharpe Ratio | 2.12 | 2.06 |
| Sortino Ratio | 2.94 | 2.86 |
| Omega Ratio | 1.39 | 1.37 |
| Calmar Ratio | 3.26 | 1.15 |
| Martin Ratio | 13.37 | 12.83 |
| Ulcer Index | 1.73% | 1.83% |
| Daily Std Dev | 10.91% | 11.40% |
| Max Drawdown | -31.40% | -35.11% |
| Current Drawdown | -0.94% | -1.80% |
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VFFVX vs. FDEEX - Expense Ratio Comparison
VFFVX has a 0.08% expense ratio, which is lower than FDEEX's 0.75% expense ratio.
Correlation
The correlation between VFFVX and FDEEX is 0.97, 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.
Risk-Adjusted Performance
VFFVX vs. FDEEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2055 Fund (VFFVX) and Fidelity Freedom 2055 Fund (FDEEX). 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
VFFVX vs. FDEEX - Dividend Comparison
VFFVX's dividend yield for the trailing twelve months is around 1.87%, more than FDEEX's 1.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFFVX Vanguard Target Retirement 2055 Fund | 1.87% | 2.18% | 2.10% | 2.10% | 1.60% | 2.15% | 2.35% | 1.83% | 1.99% | 1.92% | 1.73% | 1.57% |
FDEEX Fidelity Freedom 2055 Fund | 1.07% | 1.25% | 2.11% | 2.24% | 1.01% | 1.48% | 1.58% | 1.10% | 1.38% | 3.59% | 6.52% | 5.45% |
Drawdowns
VFFVX vs. FDEEX - Drawdown Comparison
The maximum VFFVX drawdown since its inception was -31.40%, smaller than the maximum FDEEX drawdown of -35.11%. Use the drawdown chart below to compare losses from any high point for VFFVX and FDEEX. For additional features, visit the drawdowns tool.
Volatility
VFFVX vs. FDEEX - Volatility Comparison
The current volatility for Vanguard Target Retirement 2055 Fund (VFFVX) is 2.84%, while Fidelity Freedom 2055 Fund (FDEEX) has a volatility of 3.12%. This indicates that VFFVX experiences smaller price fluctuations and is considered to be less risky than FDEEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.