VTINX vs. IJR
Compare and contrast key facts about Vanguard Target Retirement Income Fund (VTINX) and iShares Core S&P Small-Cap ETF (IJR).
VTINX is managed by Vanguard. It was launched on Oct 27, 2003. IJR is a passively managed fund by iShares that tracks the performance of the S&P SmallCap 600 Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTINX or IJR.
Performance
VTINX vs. IJR - Performance Comparison
Returns By Period
In the year-to-date period, VTINX achieves a 6.56% return, which is significantly lower than IJR's 12.64% return. Over the past 10 years, VTINX has underperformed IJR with an annualized return of 4.20%, while IJR has yielded a comparatively higher 9.63% annualized return.
VTINX
6.56%
-1.31%
3.90%
11.79%
3.85%
4.20%
IJR
12.64%
2.07%
10.29%
27.11%
10.16%
9.63%
Key characteristics
| VTINX | IJR | |
|---|---|---|
| Sharpe Ratio | 2.43 | 1.43 |
| Sortino Ratio | 3.68 | 2.14 |
| Omega Ratio | 1.46 | 1.25 |
| Calmar Ratio | 1.41 | 1.58 |
| Martin Ratio | 14.56 | 8.03 |
| Ulcer Index | 0.83% | 3.55% |
| Daily Std Dev | 4.96% | 19.97% |
| Max Drawdown | -19.96% | -58.15% |
| Current Drawdown | -1.73% | -4.49% |
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VTINX vs. IJR - Expense Ratio Comparison
VTINX has a 0.08% expense ratio, which is higher than IJR's 0.07% 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%.
Correlation
The correlation between VTINX and IJR is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
VTINX vs. IJR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement Income Fund (VTINX) and iShares Core S&P Small-Cap ETF (IJR). 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
VTINX vs. IJR - Dividend Comparison
VTINX's dividend yield for the trailing twelve months is around 3.29%, more than IJR's 1.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTINX Vanguard Target Retirement Income Fund | 3.29% | 2.98% | 2.71% | 2.59% | 1.65% | 2.51% | 2.69% | 2.10% | 1.94% | 1.84% | 1.84% | 1.63% |
IJR iShares Core S&P Small-Cap ETF | 1.25% | 1.31% | 1.41% | 1.53% | 1.11% | 1.44% | 1.58% | 1.20% | 1.21% | 1.48% | 1.23% | 1.00% |
Drawdowns
VTINX vs. IJR - Drawdown Comparison
The maximum VTINX drawdown since its inception was -19.96%, smaller than the maximum IJR drawdown of -58.15%. Use the drawdown chart below to compare losses from any high point for VTINX and IJR. For additional features, visit the drawdowns tool.
Volatility
VTINX vs. IJR - Volatility Comparison
The current volatility for Vanguard Target Retirement Income Fund (VTINX) is 1.32%, while iShares Core S&P Small-Cap ETF (IJR) has a volatility of 7.72%. This indicates that VTINX experiences smaller price fluctuations and is considered to be less risky than IJR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.