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:
1.75
VOOG:
2.16
VFIFX:
2.38
VOOG:
2.79
VFIFX:
1.32
VOOG:
1.39
VFIFX:
1.50
VOOG:
3.00
VFIFX:
10.09
VOOG:
11.71
VFIFX:
1.87%
VOOG:
3.30%
VFIFX:
10.77%
VOOG:
17.88%
VFIFX:
-51.68%
VOOG:
-32.73%
VFIFX:
-2.24%
VOOG:
-1.44%
Returns By Period
In the year-to-date period, VFIFX achieves a 1.54% return, which is significantly lower than VOOG's 2.30% return. Over the past 10 years, VFIFX has underperformed VOOG with an annualized return of 7.80%, while VOOG has yielded a comparatively higher 15.54% annualized return.
VFIFX
1.54%
1.57%
5.22%
18.00%
6.58%
7.80%
VOOG
2.30%
2.23%
13.09%
36.72%
16.46%
15.54%
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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 Rank
VFIFX
VOOG
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 2.16%, more than VOOG's 0.48% 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% |
VOOG Vanguard S&P 500 Growth ETF | 0.48% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
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 4.02%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 6.18%. 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.