VLXVX vs. FFSFX
Compare and contrast key facts about Vanguard Target Retirement 2065 Fund (VLXVX) and Fidelity Freedom 2065 Fund (FFSFX).
VLXVX is managed by Vanguard. It was launched on Jul 12, 2017. FFSFX is managed by Fidelity. It was launched on Jun 28, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VLXVX or FFSFX.
Performance
VLXVX vs. FFSFX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with VLXVX having a 15.36% return and FFSFX slightly lower at 14.97%.
VLXVX
15.36%
-0.57%
6.92%
22.48%
10.03%
N/A
FFSFX
14.97%
-1.16%
5.64%
22.16%
7.08%
N/A
Key characteristics
| VLXVX | FFSFX | |
|---|---|---|
| Sharpe Ratio | 2.04 | 1.92 |
| Sortino Ratio | 2.83 | 2.69 |
| Omega Ratio | 1.37 | 1.35 |
| Calmar Ratio | 3.10 | 1.21 |
| Martin Ratio | 12.91 | 11.95 |
| Ulcer Index | 1.71% | 1.82% |
| Daily Std Dev | 10.82% | 11.32% |
| Max Drawdown | -31.42% | -33.17% |
| Current Drawdown | -1.76% | -2.29% |
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VLXVX vs. FFSFX - Expense Ratio Comparison
VLXVX has a 0.08% expense ratio, which is lower than FFSFX's 0.75% expense ratio.
Correlation
The correlation between VLXVX and FFSFX is 0.97, 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.
Risk-Adjusted Performance
VLXVX vs. FFSFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2065 Fund (VLXVX) and Fidelity Freedom 2065 Fund (FFSFX). 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
VLXVX vs. FFSFX - Dividend Comparison
VLXVX's dividend yield for the trailing twelve months is around 1.78%, more than FFSFX's 1.09% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
VLXVX Vanguard Target Retirement 2065 Fund | 1.78% | 2.06% | 2.00% | 1.70% | 1.45% | 1.90% | 1.85% | 0.78% |
FFSFX Fidelity Freedom 2065 Fund | 1.09% | 1.25% | 2.03% | 2.12% | 1.02% | 1.15% | 0.00% | 0.00% |
Drawdowns
VLXVX vs. FFSFX - Drawdown Comparison
The maximum VLXVX drawdown since its inception was -31.42%, smaller than the maximum FFSFX drawdown of -33.17%. Use the drawdown chart below to compare losses from any high point for VLXVX and FFSFX. For additional features, visit the drawdowns tool.
Volatility
VLXVX vs. FFSFX - Volatility Comparison
The current volatility for Vanguard Target Retirement 2065 Fund (VLXVX) is 2.90%, while Fidelity Freedom 2065 Fund (FFSFX) has a volatility of 3.14%. This indicates that VLXVX experiences smaller price fluctuations and is considered to be less risky than FFSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.