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:
1.49
VOOG:
1.64
VFIFX:
2.06
VOOG:
2.16
VFIFX:
1.27
VOOG:
1.30
VFIFX:
1.64
VOOG:
2.31
VFIFX:
8.56
VOOG:
8.93
VFIFX:
1.88%
VOOG:
3.33%
VFIFX:
10.81%
VOOG:
18.16%
VFIFX:
-51.68%
VOOG:
-32.73%
VFIFX:
-1.45%
VOOG:
-3.07%
Returns By Period
In the year-to-date period, VFIFX achieves a 3.49% return, which is significantly higher than VOOG's 1.94% return. Over the past 10 years, VFIFX has underperformed VOOG with an annualized return of 7.50%, while VOOG has yielded a comparatively higher 14.91% annualized return.
VFIFX
3.49%
0.14%
4.29%
14.24%
7.81%
7.50%
VOOG
1.94%
-3.00%
10.70%
26.00%
16.87%
14.91%
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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 2.12%, 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 | 2.12% | 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 2.84%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.77%. 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.