VFORX vs. VOO
Compare and contrast key facts about Vanguard Target Retirement 2040 Fund (VFORX) and Vanguard S&P 500 ETF (VOO).
VFORX is managed by Vanguard. It was launched on Jun 7, 2006. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 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: VFORX or VOO.
Correlation
The correlation between VFORX and VOO is 0.96, 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
VFORX vs. VOO - Performance Comparison
Key characteristics
VFORX:
1.78
VOO:
2.21
VFORX:
2.45
VOO:
2.93
VFORX:
1.32
VOO:
1.41
VFORX:
0.90
VOO:
3.35
VFORX:
10.01
VOO:
14.09
VFORX:
1.68%
VOO:
2.01%
VFORX:
9.40%
VOO:
12.78%
VFORX:
-51.63%
VOO:
-33.99%
VFORX:
-5.61%
VOO:
-0.46%
Returns By Period
In the year-to-date period, VFORX achieves a 2.24% return, which is significantly lower than VOO's 2.90% return. Over the past 10 years, VFORX has underperformed VOO with an annualized return of 6.23%, while VOO has yielded a comparatively higher 13.46% annualized return.
VFORX
2.24%
1.70%
4.89%
15.66%
4.25%
6.23%
VOO
2.90%
2.05%
9.63%
26.44%
14.54%
13.46%
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VFORX vs. VOO - Expense Ratio Comparison
VFORX has a 0.08% expense ratio, which is higher than VOO's 0.03% expense ratio. However, 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
VFORX vs. VOO — Risk-Adjusted Performance Rank
VFORX
VOO
VFORX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2040 Fund (VFORX) and Vanguard S&P 500 ETF (VOO). 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
VFORX vs. VOO - Dividend Comparison
VFORX's dividend yield for the trailing twelve months is around 2.39%, more than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFORX Vanguard Target Retirement 2040 Fund | 2.39% | 2.44% | 2.38% | 2.10% | 2.39% | 1.62% | 2.28% | 2.41% | 1.91% | 1.98% | 2.16% | 1.93% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VFORX vs. VOO - Drawdown Comparison
The maximum VFORX drawdown since its inception was -51.63%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VFORX and VOO. For additional features, visit the drawdowns tool.
Volatility
VFORX vs. VOO - Volatility Comparison
The current volatility for Vanguard Target Retirement 2040 Fund (VFORX) is 3.68%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.12%. This indicates that VFORX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.