VFIFX vs. FHAPX
Compare and contrast key facts about Vanguard Target Retirement 2050 Fund (VFIFX) and Fidelity Freedom Blend 2050 Fund (FHAPX).
VFIFX is managed by Vanguard. It was launched on Jun 7, 2006. FHAPX is managed by Fidelity. It was launched on Aug 31, 2018.
Performance
VFIFX vs. FHAPX - Performance Comparison
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VFIFX vs. FHAPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VFIFX Vanguard Target Retirement 2050 Fund | -3.95% | 21.42% | 14.45% | 20.39% | -17.48% | 16.42% | 16.40% | 24.99% | -11.65% |
FHAPX Fidelity Freedom Blend 2050 Fund | -3.62% | 22.63% | 16.27% | 20.48% | -19.04% | 16.29% | 17.82% | 26.35% | -15.00% |
Returns By Period
In the year-to-date period, VFIFX achieves a -3.95% return, which is significantly lower than FHAPX's -3.62% return.
VFIFX
- 1D
- -0.28%
- 1M
- -8.41%
- YTD
- -3.95%
- 6M
- -1.01%
- 1Y
- 17.29%
- 3Y*
- 14.65%
- 5Y*
- 8.11%
- 10Y*
- 10.29%
FHAPX
- 1D
- -0.35%
- 1M
- -9.04%
- YTD
- -3.62%
- 6M
- -0.34%
- 1Y
- 18.28%
- 3Y*
- 15.61%
- 5Y*
- 8.19%
- 10Y*
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VFIFX vs. FHAPX - Expense Ratio Comparison
VFIFX has a 0.08% expense ratio, which is lower than FHAPX's 0.49% expense ratio.
Return for Risk
VFIFX vs. FHAPX — Risk / Return Rank
VFIFX
FHAPX
VFIFX vs. FHAPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2050 Fund (VFIFX) and Fidelity Freedom Blend 2050 Fund (FHAPX). 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.
| VFIFX | FHAPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 1.14 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.70 | 1.65 | +0.05 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.25 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.45 | +0.04 |
Martin ratioReturn relative to average drawdown | 6.86 | 6.58 | +0.28 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VFIFX | FHAPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 1.14 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.55 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.56 | -0.09 |
Correlation
The correlation between VFIFX and FHAPX is 0.98, 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.
Dividends
VFIFX vs. FHAPX - Dividend Comparison
VFIFX's dividend yield for the trailing twelve months is around 2.18%, less than FHAPX's 2.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFIFX Vanguard Target Retirement 2050 Fund | 2.18% | 2.09% | 2.26% | 2.21% | 2.38% | 12.83% | 1.84% | 2.20% | 2.51% | 0.03% | 2.04% | 2.36% |
FHAPX Fidelity Freedom Blend 2050 Fund | 2.56% | 2.47% | 4.84% | 1.86% | 6.21% | 8.52% | 4.82% | 3.28% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VFIFX vs. FHAPX - Drawdown Comparison
The maximum VFIFX drawdown since its inception was -51.68%, which is greater than FHAPX's maximum drawdown of -31.30%. Use the drawdown chart below to compare losses from any high point for VFIFX and FHAPX.
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Drawdown Indicators
| VFIFX | FHAPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.68% | -31.30% | -20.38% |
Max Drawdown (1Y)Largest decline over 1 year | -10.52% | -11.35% | +0.83% |
Max Drawdown (5Y)Largest decline over 5 years | -25.40% | -27.81% | +2.41% |
Max Drawdown (10Y)Largest decline over 10 years | -31.36% | — | — |
Current DrawdownCurrent decline from peak | -8.87% | -9.62% | +0.75% |
Average DrawdownAverage peak-to-trough decline | -6.93% | -6.23% | -0.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.27% | 2.49% | -0.22% |
Volatility
VFIFX vs. FHAPX - Volatility Comparison
The current volatility for Vanguard Target Retirement 2050 Fund (VFIFX) is 4.70%, while Fidelity Freedom Blend 2050 Fund (FHAPX) has a volatility of 5.44%. This indicates that VFIFX experiences smaller price fluctuations and is considered to be less risky than FHAPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VFIFX | FHAPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.70% | 5.44% | -0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 8.53% | 9.40% | -0.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.79% | 15.95% | -1.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.07% | 14.92% | -0.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.05% | 16.93% | -1.88% |