VSVNX vs. VTIVX

In the year-to-date period, VSVNX achieves a 4.50% return, which is significantly higher than VTIVX's 4.18% return.

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Both VSVNX and VTIVX 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 2045 Fund (VTIVX). 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 0.79, which is comparable to the VTIVX Sharpe Ratio of 0.82. The chart below compares the historical Sharpe Ratios of VSVNX and VTIVX, 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 1.71%, less than VTIVX's 2.21% yield.

The maximum VSVNX drawdown since its inception was -15.39%, smaller than the maximum VTIVX drawdown of -51.69%. Use the drawdown chart below to compare losses from any high point for VSVNX and VTIVX. For additional features, visit the drawdowns tool.

Vanguard Target Retirement 2070 Fund (VSVNX) has a higher volatility of 4.02% compared to Vanguard Target Retirement 2045 Fund (VTIVX) at 3.70%. This indicates that VSVNX's price experiences larger fluctuations and is considered to be riskier than VTIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.