VFIFX vs. VOO
Compare and contrast key facts about Vanguard Target Retirement 2050 Fund (VFIFX) and Vanguard S&P 500 ETF (VOO).
VFIFX is managed by Vanguard. It was launched on Jun 7, 2006. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFIFX or VOO.
Correlation
The correlation between VFIFX and VOO is 0.96, 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.
Performance
VFIFX vs. VOO - Performance Comparison
Key characteristics
VFIFX:
1.75
VOO:
2.21
VFIFX:
2.38
VOO:
2.92
VFIFX:
1.32
VOO:
1.41
VFIFX:
1.50
VOO:
3.34
VFIFX:
10.09
VOO:
14.07
VFIFX:
1.87%
VOO:
2.01%
VFIFX:
10.77%
VOO:
12.80%
VFIFX:
-51.68%
VOO:
-33.99%
VFIFX:
-2.24%
VOO:
-1.36%
Returns By Period
In the year-to-date period, VFIFX achieves a 1.54% return, which is significantly lower than VOO's 1.98% return. Over the past 10 years, VFIFX has underperformed VOO with an annualized return of 7.80%, while VOO has yielded a comparatively higher 13.52% annualized return.
VFIFX
1.54%
1.57%
5.22%
18.00%
6.58%
7.80%
VOO
1.98%
2.24%
9.59%
27.12%
14.29%
13.52%
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VFIFX vs. VOO - Expense Ratio Comparison
VFIFX has a 0.08% expense ratio, which is higher than VOO's 0.03% 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
VFIFX vs. VOO — Risk-Adjusted Performance Rank
VFIFX
VOO
VFIFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2050 Fund (VFIFX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
VFIFX's dividend yield for the trailing twelve months is around 2.16%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFIFX Vanguard Target Retirement 2050 Fund | 2.16% | 2.19% | 2.21% | 2.13% | 2.19% | 1.63% | 2.20% | 2.43% | 1.89% | 1.93% | 2.05% | 2.01% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VFIFX vs. VOO - Drawdown Comparison
The maximum VFIFX drawdown since its inception was -51.68%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VFIFX and VOO. For additional features, visit the drawdowns tool.
Volatility
VFIFX vs. VOO - Volatility Comparison
The current volatility for Vanguard Target Retirement 2050 Fund (VFIFX) is 4.02%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.05%. This indicates that VFIFX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.