VSVNX vs. VLXVX
Compare and contrast key facts about Vanguard Target Retirement 2070 Fund (VSVNX) and Vanguard Target Retirement 2065 Fund (VLXVX).
VSVNX is managed by Vanguard. It was launched on Jun 28, 2022. VLXVX is managed by Vanguard. It was launched on Jul 12, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSVNX or VLXVX.
Key characteristics
| VSVNX | VLXVX | |
|---|---|---|
| YTD Return | 17.19% | 17.19% |
| 1Y Return | 29.51% | 29.59% |
| Sharpe Ratio | 2.60 | 2.62 |
| Sortino Ratio | 3.66 | 3.62 |
| Omega Ratio | 1.48 | 1.48 |
| Calmar Ratio | 4.06 | 2.66 |
| Martin Ratio | 17.44 | 17.07 |
| Ulcer Index | 1.65% | 1.69% |
| Daily Std Dev | 11.05% | 10.99% |
| Max Drawdown | -15.39% | -31.42% |
| Current Drawdown | -0.22% | -0.20% |
Correlation
The correlation between VSVNX and VLXVX is 0.91, 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. VLXVX - Performance Comparison
As of year-to-date, both investments have demonstrated similar returns, with VSVNX at 17.19% and VLXVX at 17.19%. 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. VLXVX - Expense Ratio Comparison
Both VSVNX and VLXVX 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
VSVNX vs. VLXVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2070 Fund (VSVNX) and Vanguard Target Retirement 2065 Fund (VLXVX). 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. VLXVX - Dividend Comparison
VSVNX's dividend yield for the trailing twelve months is around 1.34%, less than VLXVX's 1.75% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
VSVNX Vanguard Target Retirement 2070 Fund | 1.34% | 1.57% | 0.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VLXVX Vanguard Target Retirement 2065 Fund | 1.75% | 2.06% | 2.00% | 1.70% | 1.45% | 1.90% | 1.85% | 0.78% |
Drawdowns
VSVNX vs. VLXVX - Drawdown Comparison
The maximum VSVNX drawdown since its inception was -15.39%, smaller than the maximum VLXVX drawdown of -31.42%. Use the drawdown chart below to compare losses from any high point for VSVNX and VLXVX. For additional features, visit the drawdowns tool.
Volatility
VSVNX vs. VLXVX - Volatility Comparison
Vanguard Target Retirement 2070 Fund (VSVNX) and Vanguard Target Retirement 2065 Fund (VLXVX) have volatilities of 2.93% and 2.91%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.