VTHRX vs. FFFEX

In the year-to-date period, VTHRX achieves a 3.59% return, which is significantly higher than FFFEX's 2.26% return. Over the past 10 years, VTHRX has outperformed FFFEX with an annualized return of 6.81%, while FFFEX has yielded a comparatively lower 2.48% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

VTHRX has a 0.08% expense ratio, which is lower than FFFEX's 0.66% expense ratio.

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.

The current VTHRX Sharpe Ratio is 0.95, which is higher than the FFFEX Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of VTHRX and FFFEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VTHRX's dividend yield for the trailing twelve months is around 2.64%, more than FFFEX's 2.03% yield.

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.

The current volatility for Vanguard Target Retirement 2030 Fund (VTHRX) is 2.78%, while Fidelity Freedom 2030 Fund (FFFEX) has a volatility of 3.53%. 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.