VFIFX vs. FFFHX
Compare and contrast key facts about Vanguard Target Retirement 2050 Fund (VFIFX) and Fidelity Freedom 2050 Fund (FFFHX).
VFIFX is managed by Vanguard. It was launched on Jun 7, 2006. FFFHX is managed by Fidelity. It was launched on Jun 1, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFIFX or FFFHX.
Performance
VFIFX vs. FFFHX - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with VFIFX having a 14.53% return and FFFHX slightly higher at 14.65%. Over the past 10 years, VFIFX has outperformed FFFHX with an annualized return of 8.71%, while FFFHX has yielded a comparatively lower 4.66% annualized return.
VFIFX
14.53%
-1.47%
5.72%
22.58%
9.80%
8.71%
FFFHX
14.65%
-2.51%
4.47%
22.09%
4.87%
4.66%
Key characteristics
| VFIFX | FFFHX | |
|---|---|---|
| Sharpe Ratio | 2.02 | 2.01 |
| Sortino Ratio | 2.87 | 2.81 |
| Omega Ratio | 1.38 | 1.36 |
| Calmar Ratio | 2.82 | 1.05 |
| Martin Ratio | 13.07 | 12.67 |
| Ulcer Index | 1.72% | 1.80% |
| Daily Std Dev | 11.15% | 11.37% |
| Max Drawdown | -51.68% | -55.81% |
| Current Drawdown | -2.47% | -3.90% |
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VFIFX vs. FFFHX - Expense Ratio Comparison
VFIFX has a 0.08% expense ratio, which is lower than FFFHX's 0.75% expense ratio.
Correlation
The correlation between VFIFX and FFFHX 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
VFIFX vs. FFFHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2050 Fund (VFIFX) and Fidelity Freedom 2050 Fund (FFFHX). 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
VFIFX vs. FFFHX - Dividend Comparison
VFIFX's dividend yield for the trailing twelve months is around 1.93%, more than FFFHX's 1.11% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFIFX Vanguard Target Retirement 2050 Fund | 1.93% | 2.21% | 2.13% | 2.19% | 1.63% | 2.20% | 2.43% | 1.89% | 1.93% | 2.05% | 2.01% | 1.84% |
FFFHX Fidelity Freedom 2050 Fund | 1.11% | 1.27% | 2.12% | 2.26% | 1.04% | 1.49% | 1.64% | 1.11% | 1.42% | 4.26% | 11.75% | 7.62% |
Drawdowns
VFIFX vs. FFFHX - Drawdown Comparison
The maximum VFIFX drawdown since its inception was -51.68%, smaller than the maximum FFFHX drawdown of -55.81%. Use the drawdown chart below to compare losses from any high point for VFIFX and FFFHX. For additional features, visit the drawdowns tool.
Volatility
VFIFX vs. FFFHX - Volatility Comparison
The current volatility for Vanguard Target Retirement 2050 Fund (VFIFX) is 2.96%, while Fidelity Freedom 2050 Fund (FFFHX) has a volatility of 3.22%. This indicates that VFIFX experiences smaller price fluctuations and is considered to be less risky than FFFHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.