VFIFX vs. VWENX
Compare and contrast key facts about Vanguard Target Retirement 2050 Fund (VFIFX) and Vanguard Wellington Fund Admiral Shares (VWENX).
VFIFX is managed by Vanguard. It was launched on Jun 7, 2006. VWENX is managed by Vanguard. It was launched on May 14, 2001.
Performance
VFIFX vs. VWENX - Performance Comparison
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VFIFX vs. VWENX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VFIFX Vanguard Target Retirement 2050 Fund | -3.95% | 21.42% | 14.45% | 20.39% | -17.48% | 16.42% | 16.40% | 24.99% | -7.89% | 19.15% |
VWENX Vanguard Wellington Fund Admiral Shares | -5.23% | 16.63% | 14.82% | 14.40% | -14.31% | 19.09% | 10.66% | 22.61% | -3.35% | 14.05% |
Returns By Period
In the year-to-date period, VFIFX achieves a -3.95% return, which is significantly higher than VWENX's -5.23% return. Over the past 10 years, VFIFX has outperformed VWENX with an annualized return of 10.29%, while VWENX has yielded a comparatively lower 9.18% annualized return.
VFIFX
- 1D
- -0.28%
- 1M
- -8.41%
- YTD
- -3.95%
- 6M
- -1.01%
- 1Y
- 17.29%
- 3Y*
- 14.65%
- 5Y*
- 8.11%
- 10Y*
- 10.29%
VWENX
- 1D
- -0.03%
- 1M
- -5.92%
- YTD
- -5.23%
- 6M
- -2.17%
- 1Y
- 12.36%
- 3Y*
- 11.99%
- 5Y*
- 7.43%
- 10Y*
- 9.18%
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VFIFX vs. VWENX - Expense Ratio Comparison
VFIFX has a 0.08% expense ratio, which is lower than VWENX's 0.16% 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%.
Return for Risk
VFIFX vs. VWENX — Risk / Return Rank
VFIFX
VWENX
VFIFX vs. VWENX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2050 Fund (VFIFX) and Vanguard Wellington Fund Admiral Shares (VWENX). 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.
| VFIFX | VWENX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 1.10 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.70 | 1.62 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.24 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.46 | +0.02 |
Martin ratioReturn relative to average drawdown | 6.86 | 6.70 | +0.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VFIFX | VWENX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 1.10 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.67 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.80 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.64 | -0.17 |
Correlation
The correlation between VFIFX and VWENX is 0.95, 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.
Dividends
VFIFX vs. VWENX - Dividend Comparison
VFIFX's dividend yield for the trailing twelve months is around 2.18%, less than VWENX's 12.25% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFIFX Vanguard Target Retirement 2050 Fund | 2.18% | 2.09% | 2.26% | 2.21% | 2.38% | 12.83% | 1.84% | 2.20% | 2.51% | 0.03% | 2.04% | 2.36% |
VWENX Vanguard Wellington Fund Admiral Shares | 12.25% | 11.55% | 10.85% | 6.08% | 8.28% | 8.72% | 7.85% | 4.74% | 9.58% | 5.88% | 4.53% | 6.58% |
Drawdowns
VFIFX vs. VWENX - Drawdown Comparison
The maximum VFIFX drawdown since its inception was -51.68%, which is greater than VWENX's maximum drawdown of -36.02%. Use the drawdown chart below to compare losses from any high point for VFIFX and VWENX.
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Drawdown Indicators
| VFIFX | VWENX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.68% | -36.02% | -15.66% |
Max Drawdown (1Y)Largest decline over 1 year | -10.52% | -8.02% | -2.50% |
Max Drawdown (5Y)Largest decline over 5 years | -25.40% | -20.84% | -4.56% |
Max Drawdown (10Y)Largest decline over 10 years | -31.36% | -25.33% | -6.03% |
Current DrawdownCurrent decline from peak | -8.87% | -6.77% | -2.10% |
Average DrawdownAverage peak-to-trough decline | -6.93% | -4.38% | -2.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.27% | 1.75% | +0.52% |
Volatility
VFIFX vs. VWENX - Volatility Comparison
Vanguard Target Retirement 2050 Fund (VFIFX) has a higher volatility of 4.70% compared to Vanguard Wellington Fund Admiral Shares (VWENX) at 3.36%. This indicates that VFIFX's price experiences larger fluctuations and is considered to be riskier than VWENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VFIFX | VWENX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.70% | 3.36% | +1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 8.53% | 6.36% | +2.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.79% | 11.74% | +3.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.07% | 11.09% | +2.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.05% | 11.48% | +3.57% |