VFSUX vs. FFOPX
Compare and contrast key facts about Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) and Fidelity Freedom Index 2050 Fund Institutional Premium Class (FFOPX).
VFSUX is managed by Vanguard. It was launched on Feb 12, 2001. FFOPX is managed by Fidelity. It was launched on Oct 2, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFSUX or FFOPX.
Correlation
The correlation between VFSUX and FFOPX is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
VFSUX vs. FFOPX - Performance Comparison
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Key characteristics
VFSUX:
2.26
FFOPX:
0.59
VFSUX:
3.62
FFOPX:
0.96
VFSUX:
1.46
FFOPX:
1.14
VFSUX:
4.32
FFOPX:
0.65
VFSUX:
11.67
FFOPX:
2.88
VFSUX:
0.53%
FFOPX:
3.33%
VFSUX:
2.76%
FFOPX:
15.60%
VFSUX:
-9.58%
FFOPX:
-37.18%
VFSUX:
-0.48%
FFOPX:
-3.36%
Returns By Period
The year-to-date returns for both investments are quite close, with VFSUX having a 1.80% return and FFOPX slightly higher at 1.85%.
VFSUX
1.80%
0.58%
2.25%
6.43%
2.09%
2.30%
FFOPX
1.85%
8.36%
-0.79%
8.99%
11.42%
N/A
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VFSUX vs. FFOPX - Expense Ratio Comparison
VFSUX has a 0.10% expense ratio, which is higher than FFOPX's 0.08% 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
VFSUX vs. FFOPX — Risk-Adjusted Performance Rank
VFSUX
FFOPX
VFSUX vs. FFOPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) and Fidelity Freedom Index 2050 Fund Institutional Premium Class (FFOPX). 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.
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Dividends
VFSUX vs. FFOPX - Dividend Comparison
VFSUX's dividend yield for the trailing twelve months is around 3.96%, more than FFOPX's 1.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFSUX Vanguard Short-Term Investment-Grade Fund Admiral Shares | 3.96% | 4.15% | 3.15% | 2.03% | 2.08% | 2.33% | 2.92% | 2.78% | 1.92% | 2.15% | 2.09% | 2.06% |
FFOPX Fidelity Freedom Index 2050 Fund Institutional Premium Class | 1.93% | 2.02% | 1.98% | 2.01% | 1.62% | 1.41% | 1.81% | 2.24% | 1.76% | 2.09% | 2.01% | 0.00% |
Drawdowns
VFSUX vs. FFOPX - Drawdown Comparison
The maximum VFSUX drawdown since its inception was -9.58%, smaller than the maximum FFOPX drawdown of -37.18%. Use the drawdown chart below to compare losses from any high point for VFSUX and FFOPX. For additional features, visit the drawdowns tool.
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Volatility
VFSUX vs. FFOPX - Volatility Comparison
The current volatility for Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) is 0.89%, while Fidelity Freedom Index 2050 Fund Institutional Premium Class (FFOPX) has a volatility of 5.03%. This indicates that VFSUX experiences smaller price fluctuations and is considered to be less risky than FFOPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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