VTHRX vs. FFFEX
Compare and contrast key facts about Vanguard Target Retirement 2030 Fund (VTHRX) and Fidelity Freedom 2030 Fund (FFFEX).
VTHRX is managed by Vanguard. It was launched on Jun 7, 2006. FFFEX is managed by Fidelity. It was launched on Oct 17, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTHRX or FFFEX.
Performance
VTHRX vs. FFFEX - Performance Comparison
Returns By Period
In the year-to-date period, VTHRX achieves a 10.95% return, which is significantly higher than FFFEX's 9.95% return. Over the past 10 years, VTHRX has outperformed FFFEX with an annualized return of 6.93%, while FFFEX has yielded a comparatively lower 3.14% annualized return.
VTHRX
10.95%
-1.23%
5.34%
17.60%
7.14%
6.93%
FFFEX
9.95%
-1.94%
4.00%
16.60%
2.27%
3.14%
Key characteristics
| VTHRX | FFFEX | |
|---|---|---|
| Sharpe Ratio | 2.12 | 2.05 |
| Sortino Ratio | 3.05 | 2.97 |
| Omega Ratio | 1.41 | 1.37 |
| Calmar Ratio | 2.03 | 0.84 |
| Martin Ratio | 12.57 | 12.55 |
| Ulcer Index | 1.44% | 1.36% |
| Daily Std Dev | 8.52% | 8.35% |
| Max Drawdown | -49.57% | -49.70% |
| Current Drawdown | -1.38% | -7.11% |
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VTHRX vs. FFFEX - Expense Ratio Comparison
VTHRX has a 0.08% expense ratio, which is lower than FFFEX's 0.66% expense ratio.
Correlation
The correlation between VTHRX and FFFEX is 0.97, 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.
Risk-Adjusted Performance
VTHRX vs. FFFEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2030 Fund (VTHRX) and Fidelity Freedom 2030 Fund (FFFEX). 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
VTHRX vs. FFFEX - Dividend Comparison
VTHRX's dividend yield for the trailing twelve months is around 2.33%, more than FFFEX's 1.82% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTHRX Vanguard Target Retirement 2030 Fund | 2.33% | 2.59% | 2.05% | 2.14% | 1.63% | 2.38% | 2.49% | 1.99% | 1.97% | 2.15% | 1.92% | 1.78% |
FFFEX Fidelity Freedom 2030 Fund | 1.82% | 1.83% | 2.59% | 2.40% | 1.07% | 1.65% | 1.76% | 1.23% | 1.55% | 4.36% | 8.39% | 4.63% |
Drawdowns
VTHRX vs. FFFEX - Drawdown Comparison
The maximum VTHRX drawdown since its inception was -49.57%, roughly equal to the maximum FFFEX drawdown of -49.70%. Use the drawdown chart below to compare losses from any high point for VTHRX and FFFEX. For additional features, visit the drawdowns tool.
Volatility
VTHRX vs. FFFEX - Volatility Comparison
The current volatility for Vanguard Target Retirement 2030 Fund (VTHRX) is 2.13%, while Fidelity Freedom 2030 Fund (FFFEX) has a volatility of 2.38%. This indicates that VTHRX experiences smaller price fluctuations and is considered to be less risky than FFFEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.