VSVNX vs. VOO
Compare and contrast key facts about Vanguard Target Retirement 2070 Fund (VSVNX) and Vanguard S&P 500 ETF (VOO).
VSVNX is managed by Vanguard. It was launched on Jun 28, 2022. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSVNX or VOO.
Correlation
The correlation between VSVNX and VOO is 0.89, 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. VOO - Performance Comparison
Key characteristics
VSVNX:
0.69
VOO:
0.57
VSVNX:
1.05
VOO:
0.92
VSVNX:
1.15
VOO:
1.13
VSVNX:
0.72
VOO:
0.58
VSVNX:
3.30
VOO:
2.42
VSVNX:
3.18%
VOO:
4.51%
VSVNX:
15.31%
VOO:
19.17%
VSVNX:
-15.39%
VOO:
-33.99%
VSVNX:
-5.64%
VOO:
-10.56%
Returns By Period
In the year-to-date period, VSVNX achieves a -0.90% return, which is significantly higher than VOO's -6.43% return.
VSVNX
-0.90%
-2.83%
-1.50%
9.43%
N/A
N/A
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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VSVNX vs. VOO - Expense Ratio Comparison
VSVNX has a 0.08% expense ratio, which is higher than VOO's 0.03% 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%.
Risk-Adjusted Performance
VSVNX vs. VOO — Risk-Adjusted Performance Rank
VSVNX
VOO
VSVNX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2070 Fund (VSVNX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
VSVNX's dividend yield for the trailing twelve months is around 1.81%, more than VOO's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSVNX Vanguard Target Retirement 2070 Fund | 1.81% | 1.79% | 1.57% | 0.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.39% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VSVNX vs. VOO - Drawdown Comparison
The maximum VSVNX drawdown since its inception was -15.39%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VSVNX and VOO. For additional features, visit the drawdowns tool.
Volatility
VSVNX vs. VOO - Volatility Comparison
The current volatility for Vanguard Target Retirement 2070 Fund (VSVNX) is 10.79%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.97%. This indicates that VSVNX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.