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.
Key characteristics
| VFIFX | VOOG | |
|---|---|---|
| YTD Return | 7.26% | 13.73% |
| 1Y Return | 19.96% | 32.71% |
| 3Y Return (Ann) | 4.61% | 8.89% |
| 5Y Return (Ann) | 9.97% | 15.37% |
| 10Y Return (Ann) | 8.55% | 14.52% |
| Sharpe Ratio | 1.87 | 2.36 |
| Daily Std Dev | 11.00% | 13.90% |
| Max Drawdown | -51.68% | -32.73% |
| Current Drawdown | 0.00% | 0.00% |
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
In the year-to-date period, VFIFX achieves a 7.26% return, which is significantly lower than VOOG's 13.73% return. Over the past 10 years, VFIFX has underperformed VOOG with an annualized return of 8.55%, while VOOG has yielded a comparatively higher 14.52% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 2.06%, more than VOOG's 0.87% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFIFX Vanguard Target Retirement 2050 Fund | 2.06% | 2.21% | 2.38% | 12.83% | 1.84% | 2.20% | 2.51% | 1.92% | 2.04% | 2.36% | 2.03% | 1.84% |
VOOG Vanguard S&P 500 Growth ETF | 0.87% | 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 2.94%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.04%. 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.