VFIAX vs. VFIFX
Compare and contrast key facts about Vanguard 500 Index Fund Admiral Shares (VFIAX) and Vanguard Target Retirement 2050 Fund (VFIFX).
VFIAX is managed by Vanguard. It was launched on Nov 13, 2000. VFIFX 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: VFIAX or VFIFX.
Performance
VFIAX vs. VFIFX - Performance Comparison
Returns By Period
In the year-to-date period, VFIAX achieves a 25.52% return, which is significantly higher than VFIFX's 15.41% return. Over the past 10 years, VFIAX has outperformed VFIFX with an annualized return of 13.13%, while VFIFX has yielded a comparatively lower 8.74% annualized return.
VFIAX
25.52%
1.18%
12.20%
32.15%
15.54%
13.13%
VFIFX
15.41%
-0.54%
6.93%
22.51%
10.06%
8.74%
Key characteristics
| VFIAX | VFIFX | |
|---|---|---|
| Sharpe Ratio | 2.61 | 1.99 |
| Sortino Ratio | 3.49 | 2.82 |
| Omega Ratio | 1.48 | 1.37 |
| Calmar Ratio | 3.77 | 3.06 |
| Martin Ratio | 16.97 | 12.77 |
| Ulcer Index | 1.88% | 1.73% |
| Daily Std Dev | 12.24% | 11.14% |
| Max Drawdown | -55.20% | -51.68% |
| Current Drawdown | -1.35% | -1.72% |
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VFIAX vs. VFIFX - Expense Ratio Comparison
VFIAX has a 0.04% expense ratio, which is lower than VFIFX's 0.08% 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%.
Correlation
The correlation between VFIAX and VFIFX 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
VFIAX vs. VFIFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard 500 Index Fund Admiral Shares (VFIAX) and Vanguard Target Retirement 2050 Fund (VFIFX). 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
VFIAX vs. VFIFX - Dividend Comparison
VFIAX's dividend yield for the trailing twelve months is around 1.24%, less than VFIFX's 1.92% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
VFIFX Vanguard Target Retirement 2050 Fund | 1.92% | 2.21% | 2.13% | 2.19% | 1.63% | 2.20% | 2.43% | 1.89% | 1.93% | 2.05% | 2.01% | 1.84% |
Drawdowns
VFIAX vs. VFIFX - Drawdown Comparison
The maximum VFIAX drawdown since its inception was -55.20%, which is greater than VFIFX's maximum drawdown of -51.68%. Use the drawdown chart below to compare losses from any high point for VFIAX and VFIFX. For additional features, visit the drawdowns tool.
Volatility
VFIAX vs. VFIFX - Volatility Comparison
Vanguard 500 Index Fund Admiral Shares (VFIAX) has a higher volatility of 4.06% compared to Vanguard Target Retirement 2050 Fund (VFIFX) at 2.94%. This indicates that VFIAX's price experiences larger fluctuations and is considered to be riskier than VFIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.