VFORX vs. VTTHX
Compare and contrast key facts about Vanguard Target Retirement 2040 Fund (VFORX) and Vanguard Target Retirement 2035 Fund (VTTHX).
VFORX is managed by Vanguard. It was launched on Jun 7, 2006. VTTHX is managed by Vanguard. It was launched on Oct 27, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFORX or VTTHX.
Key characteristics
| VFORX | VTTHX | |
|---|---|---|
| YTD Return | 13.06% | 12.00% |
| 1Y Return | 28.12% | 26.36% |
| 3Y Return (Ann) | 3.96% | 3.41% |
| 5Y Return (Ann) | 8.97% | 8.12% |
| 10Y Return (Ann) | 8.19% | 7.63% |
| Sharpe Ratio | 2.88 | 2.88 |
| Sortino Ratio | 4.09 | 4.15 |
| Omega Ratio | 1.55 | 1.57 |
| Calmar Ratio | 2.06 | 1.91 |
| Martin Ratio | 18.66 | 18.38 |
| Ulcer Index | 1.53% | 1.45% |
| Daily Std Dev | 9.92% | 9.27% |
| Max Drawdown | -51.63% | -51.76% |
| Current Drawdown | -1.42% | -1.35% |
Correlation
The correlation between VFORX and VTTHX is 1.00, 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. VTTHX - Performance Comparison
In the year-to-date period, VFORX achieves a 13.06% return, which is significantly higher than VTTHX's 12.00% return. Over the past 10 years, VFORX has outperformed VTTHX with an annualized return of 8.19%, while VTTHX has yielded a comparatively lower 7.63% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VFORX vs. VTTHX - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
VFORX vs. VTTHX - Risk-Adjusted Performance Comparison
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.
Dividends
VFORX vs. VTTHX - Dividend Comparison
VFORX's dividend yield for the trailing twelve months is around 2.10%, less than VTTHX's 2.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFORX Vanguard Target Retirement 2040 Fund | 2.10% | 2.38% | 2.60% | 20.68% | 2.06% | 2.28% | 2.58% | 1.95% | 2.40% | 2.99% | 1.99% | 1.79% |
VTTHX Vanguard Target Retirement 2035 Fund | 2.21% | 2.47% | 2.71% | 19.52% | 2.50% | 2.33% | 2.69% | 2.14% | 2.77% | 4.67% | 2.09% | 1.91% |
Drawdowns
VFORX vs. VTTHX - Drawdown Comparison
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.
Volatility
VFORX vs. VTTHX - Volatility Comparison
Vanguard Target Retirement 2040 Fund (VFORX) has a higher volatility of 1.90% compared to Vanguard Target Retirement 2035 Fund (VTTHX) at 1.72%. 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.