VFORX vs. VTTHX

The year-to-date returns for both stocks are quite close, with VFORX having a 3.98% return and VTTHX slightly lower at 3.84%. Over the past 10 years, VFORX has outperformed VTTHX with an annualized return of 5.84%, while VTTHX has yielded a comparatively lower 5.09% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Both VFORX and VTTHX have an expense ratio of 0.08%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2040 Fund (VFORX) and Vanguard Target Retirement 2035 Fund (VTTHX). 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.

The current VFORX Sharpe Ratio is 0.84, which is comparable to the VTTHX Sharpe Ratio of 0.85. The chart below compares the historical Sharpe Ratios of VFORX and VTTHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VFORX's dividend yield for the trailing twelve months is around 2.55%, more than VTTHX's 2.49% yield.

The maximum VFORX drawdown since its inception was -51.63%, roughly equal to the maximum VTTHX drawdown of -51.76%. Use the drawdown chart below to compare losses from any high point for VFORX and VTTHX. For additional features, visit the drawdowns tool.

Vanguard Target Retirement 2040 Fund (VFORX) has a higher volatility of 3.41% compared to Vanguard Target Retirement 2035 Fund (VTTHX) at 3.06%. This indicates that VFORX's price experiences larger fluctuations and is considered to be riskier than VTTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.