VTHRX vs. VOO
Compare and contrast key facts about Vanguard Target Retirement 2030 Fund (VTHRX) and Vanguard S&P 500 ETF (VOO).
VTHRX is managed by Vanguard. It was launched on Jun 7, 2006. 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: VTHRX or VOO.
Correlation
The correlation between VTHRX and VOO is 0.95, 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
VTHRX vs. VOO - Performance Comparison
Key characteristics
VTHRX:
1.65
VOO:
2.21
VTHRX:
2.29
VOO:
2.93
VTHRX:
1.30
VOO:
1.41
VTHRX:
0.75
VOO:
3.35
VTHRX:
8.61
VOO:
14.09
VTHRX:
1.54%
VOO:
2.01%
VTHRX:
8.01%
VOO:
12.78%
VTHRX:
-49.57%
VOO:
-33.99%
VTHRX:
-7.17%
VOO:
-0.46%
Returns By Period
In the year-to-date period, VTHRX achieves a 1.85% return, which is significantly lower than VOO's 2.90% return. Over the past 10 years, VTHRX has underperformed VOO with an annualized return of 5.08%, while VOO has yielded a comparatively higher 13.46% annualized return.
VTHRX
1.85%
0.66%
3.50%
12.30%
2.97%
5.08%
VOO
2.90%
2.05%
9.63%
26.44%
14.54%
13.46%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VTHRX vs. VOO - Expense Ratio Comparison
VTHRX 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
VTHRX vs. VOO — Risk-Adjusted Performance Rank
VTHRX
VOO
VTHRX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2030 Fund (VTHRX) 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
VTHRX vs. VOO - Dividend Comparison
VTHRX's dividend yield for the trailing twelve months is around 2.69%, more than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTHRX Vanguard Target Retirement 2030 Fund | 2.69% | 2.73% | 2.59% | 2.05% | 2.14% | 1.63% | 2.38% | 2.49% | 1.99% | 1.97% | 2.15% | 1.92% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VTHRX vs. VOO - Drawdown Comparison
The maximum VTHRX drawdown since its inception was -49.57%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VTHRX and VOO. For additional features, visit the drawdowns tool.
Volatility
VTHRX vs. VOO - Volatility Comparison
The current volatility for Vanguard Target Retirement 2030 Fund (VTHRX) is 3.36%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.12%. This indicates that VTHRX 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.