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.
Performance
VFSUX vs. FFOPX - Performance Comparison
Loading graphics...
VFSUX vs. FFOPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VFSUX Vanguard Short-Term Investment-Grade Fund Admiral Shares | -0.19% | 6.87% | 5.08% | 6.17% | -5.75% | -0.62% | 5.26% | 5.85% | 0.98% | 2.13% |
FFOPX Fidelity Freedom Index 2050 Fund Institutional Premium Class | -1.52% | 21.41% | 14.20% | 19.97% | -18.20% | 15.98% | 16.55% | 26.00% | -7.19% | 20.61% |
Returns By Period
In the year-to-date period, VFSUX achieves a -0.19% return, which is significantly higher than FFOPX's -1.52% return. Over the past 10 years, VFSUX has underperformed FFOPX with an annualized return of 2.61%, while FFOPX has yielded a comparatively higher 10.73% annualized return.
VFSUX
- 1D
- 0.19%
- 1M
- -1.04%
- YTD
- -0.19%
- 6M
- 0.87%
- 1Y
- 4.56%
- 3Y*
- 5.31%
- 5Y*
- 2.33%
- 10Y*
- 2.61%
FFOPX
- 1D
- 2.70%
- 1M
- -5.47%
- YTD
- -1.52%
- 6M
- 1.05%
- 1Y
- 19.25%
- 3Y*
- 15.27%
- 5Y*
- 8.10%
- 10Y*
- 10.73%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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%.
Return for Risk
VFSUX vs. FFOPX — Risk / Return Rank
VFSUX
FFOPX
VFSUX vs. FFOPX - Risk-Adjusted Trends 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.
| VFSUX | FFOPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.84 | 1.29 | +0.55 |
Sortino ratioReturn per unit of downside risk | 3.00 | 1.88 | +1.12 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.28 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.97 | 1.83 | +1.14 |
Martin ratioReturn relative to average drawdown | 11.85 | 8.34 | +3.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VFSUX | FFOPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.84 | 1.29 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.57 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.06 | 0.71 | +0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.34 | 0.64 | +0.70 |
Correlation
The correlation between VFSUX and FFOPX is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
VFSUX vs. FFOPX - Dividend Comparison
VFSUX's dividend yield for the trailing twelve months is around 4.29%, more than FFOPX's 2.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFSUX Vanguard Short-Term Investment-Grade Fund Admiral Shares | 4.29% | 4.59% | 4.16% | 3.14% | 2.03% | 1.79% | 2.34% | 2.92% | 2.79% | 2.11% | 2.14% | 2.09% |
FFOPX Fidelity Freedom Index 2050 Fund Institutional Premium Class | 2.04% | 2.01% | 2.04% | 1.98% | 2.07% | 2.05% | 1.97% | 15.21% | 2.32% | 2.09% | 2.14% | 2.01% |
Drawdowns
VFSUX vs. FFOPX - Drawdown Comparison
The maximum VFSUX drawdown since its inception was -9.24%, smaller than the maximum FFOPX drawdown of -30.71%. Use the drawdown chart below to compare losses from any high point for VFSUX and FFOPX.
Loading graphics...
Drawdown Indicators
| VFSUX | FFOPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.24% | -30.71% | +21.47% |
Max Drawdown (1Y)Largest decline over 1 year | -1.71% | -10.81% | +9.10% |
Max Drawdown (5Y)Largest decline over 5 years | -9.24% | -26.18% | +16.94% |
Max Drawdown (10Y)Largest decline over 10 years | -9.24% | -30.71% | +21.47% |
Current DrawdownCurrent decline from peak | -1.23% | -6.51% | +5.28% |
Average DrawdownAverage peak-to-trough decline | -0.88% | -4.73% | +3.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.43% | 2.37% | -1.94% |
Volatility
VFSUX vs. FFOPX - Volatility Comparison
The current volatility for Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) is 0.78%, while Fidelity Freedom Index 2050 Fund Institutional Premium Class (FFOPX) has a volatility of 5.84%. 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.
Loading graphics...
Volatility by Period
| VFSUX | FFOPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.78% | 5.84% | -5.06% |
Volatility (6M)Calculated over the trailing 6-month period | 1.51% | 9.09% | -7.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.53% | 15.37% | -12.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.95% | 14.32% | -11.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.47% | 15.11% | -12.64% |