VSVNX vs. VLXVX

The year-to-date returns for both investments are quite close, with VSVNX having a 4.42% return and VLXVX slightly higher at 4.43%.

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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%.

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.

The current VSVNX Sharpe Ratio is 0.74, which is comparable to the VLXVX Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of VSVNX and VLXVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VSVNX's dividend yield for the trailing twelve months is around 1.72%, less than VLXVX's 1.98% yield.

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.

Vanguard Target Retirement 2070 Fund (VSVNX) and Vanguard Target Retirement 2065 Fund (VLXVX) have volatilities of 3.99% and 4.01%, 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.