VFIFX vs. VOOG
Compare and contrast key facts about Vanguard Target Retirement 2050 Fund (VFIFX) and Vanguard S&P 500 Growth ETF (VOOG).
VFIFX is managed by Vanguard. It was launched on Jun 7, 2006. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth 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 VOOG.
Correlation
The correlation between VFIFX and VOOG is 0.90, 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. VOOG - Performance Comparison
Key characteristics
VFIFX:
1.34
VOOG:
2.22
VFIFX:
1.91
VOOG:
2.86
VFIFX:
1.25
VOOG:
1.40
VFIFX:
2.14
VOOG:
3.02
VFIFX:
8.58
VOOG:
11.97
VFIFX:
1.77%
VOOG:
3.25%
VFIFX:
11.35%
VOOG:
17.48%
VFIFX:
-51.68%
VOOG:
-32.73%
VFIFX:
-3.91%
VOOG:
-2.70%
Returns By Period
In the year-to-date period, VFIFX achieves a 14.15% return, which is significantly lower than VOOG's 37.24% return. Over the past 10 years, VFIFX has underperformed VOOG with an annualized return of 8.64%, while VOOG has yielded a comparatively higher 15.16% annualized return.
VFIFX
14.15%
-1.17%
4.65%
16.58%
9.07%
8.64%
VOOG
37.24%
2.95%
10.97%
38.85%
17.34%
15.16%
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VFIFX vs. VOOG - Expense Ratio Comparison
VFIFX has a 0.08% expense ratio, which is lower than VOOG's 0.10% 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%.
Risk-Adjusted Performance
VFIFX vs. VOOG - 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 Growth ETF (VOOG). 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. VOOG - Dividend Comparison
VFIFX's dividend yield for the trailing twelve months is around 1.94%, more than VOOG's 0.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFIFX Vanguard Target Retirement 2050 Fund | 1.94% | 2.21% | 2.13% | 2.19% | 1.63% | 2.20% | 2.43% | 1.89% | 1.93% | 2.05% | 2.01% | 1.84% |
VOOG Vanguard S&P 500 Growth ETF | 0.34% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
Drawdowns
VFIFX vs. VOOG - Drawdown Comparison
The maximum VFIFX drawdown since its inception was -51.68%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for VFIFX and VOOG. For additional features, visit the drawdowns tool.
Volatility
VFIFX vs. VOOG - Volatility Comparison
The current volatility for Vanguard Target Retirement 2050 Fund (VFIFX) is 3.07%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 4.72%. This indicates that VFIFX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.