VSVNX vs. FFSFX
Compare and contrast key facts about Vanguard Target Retirement 2070 Fund (VSVNX) and Fidelity Freedom 2065 Fund (FFSFX).
VSVNX is managed by Vanguard. It was launched on Jun 28, 2022. 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: VSVNX or FFSFX.
Key characteristics
| VSVNX | FFSFX | |
|---|---|---|
| YTD Return | 17.19% | 17.24% |
| 1Y Return | 29.51% | 29.84% |
| Sharpe Ratio | 2.60 | 2.53 |
| Sortino Ratio | 3.66 | 3.53 |
| Omega Ratio | 1.48 | 1.46 |
| Calmar Ratio | 4.06 | 1.37 |
| Martin Ratio | 17.44 | 16.29 |
| Ulcer Index | 1.65% | 1.78% |
| Daily Std Dev | 11.05% | 11.47% |
| Max Drawdown | -15.39% | -33.17% |
| Current Drawdown | -0.22% | -0.36% |
Correlation
The correlation between VSVNX and FFSFX is 0.90, 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
VSVNX vs. FFSFX - Performance Comparison
The year-to-date returns for both investments are quite close, with VSVNX having a 17.19% return and FFSFX slightly higher at 17.24%. 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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VSVNX vs. FFSFX - Expense Ratio Comparison
VSVNX has a 0.08% expense ratio, which is lower than FFSFX's 0.75% expense ratio.
Risk-Adjusted Performance
VSVNX vs. FFSFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2070 Fund (VSVNX) 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
VSVNX vs. FFSFX - Dividend Comparison
VSVNX's dividend yield for the trailing twelve months is around 1.34%, more than FFSFX's 1.07% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
VSVNX Vanguard Target Retirement 2070 Fund | 1.34% | 1.57% | 0.91% | 0.00% | 0.00% | 0.00% |
FFSFX Fidelity Freedom 2065 Fund | 1.07% | 1.25% | 2.03% | 2.12% | 1.02% | 1.15% |
Drawdowns
VSVNX vs. FFSFX - Drawdown Comparison
The maximum VSVNX drawdown since its inception was -15.39%, smaller than the maximum FFSFX drawdown of -33.17%. Use the drawdown chart below to compare losses from any high point for VSVNX and FFSFX. For additional features, visit the drawdowns tool.
Volatility
VSVNX vs. FFSFX - Volatility Comparison
The current volatility for Vanguard Target Retirement 2070 Fund (VSVNX) is 2.93%, while Fidelity Freedom 2065 Fund (FFSFX) has a volatility of 3.13%. This indicates that VSVNX 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.