VTHRX vs. VTTHX
Compare and contrast key facts about Vanguard Target Retirement 2030 Fund (VTHRX) and Vanguard Target Retirement 2035 Fund (VTTHX).
VTHRX is managed by Vanguard. It was launched on Jun 7, 2006. VTTHX is managed by Vanguard. It was launched on Oct 27, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTHRX or VTTHX.
Performance
VTHRX vs. VTTHX - Performance Comparison
Returns By Period
In the year-to-date period, VTHRX achieves a 10.50% return, which is significantly lower than VTTHX's 11.64% return. Over the past 10 years, VTHRX has underperformed VTTHX with an annualized return of 6.93%, while VTTHX has yielded a comparatively higher 7.51% annualized return.
VTHRX
10.50%
-1.48%
4.92%
17.57%
7.01%
6.93%
VTTHX
11.64%
-1.47%
5.14%
18.98%
7.84%
7.51%
Key characteristics
| VTHRX | VTTHX | |
|---|---|---|
| Sharpe Ratio | 2.08 | 2.09 |
| Sortino Ratio | 2.99 | 2.99 |
| Omega Ratio | 1.40 | 1.40 |
| Calmar Ratio | 1.91 | 2.12 |
| Martin Ratio | 12.33 | 12.81 |
| Ulcer Index | 1.43% | 1.48% |
| Daily Std Dev | 8.50% | 9.07% |
| Max Drawdown | -49.57% | -51.76% |
| Current Drawdown | -1.78% | -1.94% |
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VTHRX vs. VTTHX - Expense Ratio Comparison
Both VTHRX and VTTHX 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%.
Correlation
The correlation between VTHRX and VTTHX is 1.00, 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. VTTHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2030 Fund (VTHRX) and Vanguard Target Retirement 2035 Fund (VTTHX). 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. VTTHX - Dividend Comparison
VTHRX's dividend yield for the trailing twelve months is around 2.34%, more than VTTHX's 2.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTHRX Vanguard Target Retirement 2030 Fund | 2.34% | 2.59% | 2.05% | 2.14% | 1.63% | 2.38% | 2.49% | 1.99% | 1.97% | 2.15% | 1.92% | 1.78% |
VTTHX Vanguard Target Retirement 2035 Fund | 2.22% | 2.47% | 2.08% | 2.34% | 1.62% | 2.33% | 2.47% | 1.98% | 2.01% | 2.20% | 2.06% | 1.91% |
Drawdowns
VTHRX vs. VTTHX - Drawdown Comparison
The maximum VTHRX drawdown since its inception was -49.57%, roughly equal to the maximum VTTHX drawdown of -51.76%. Use the drawdown chart below to compare losses from any high point for VTHRX and VTTHX. For additional features, visit the drawdowns tool.
Volatility
VTHRX vs. VTTHX - Volatility Comparison
The current volatility for Vanguard Target Retirement 2030 Fund (VTHRX) is 2.11%, while Vanguard Target Retirement 2035 Fund (VTTHX) has a volatility of 2.32%. This indicates that VTHRX experiences smaller price fluctuations and is considered to be less risky than VTTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.