VTIUX vs. FSKAX
Compare and contrast key facts about Voya Target Retirement 2065 Fund (VTIUX) and Fidelity Total Market Index Fund (FSKAX).
VTIUX is managed by Voya. It was launched on Jul 28, 2020. FSKAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTIUX or FSKAX.
Correlation
The correlation between VTIUX and FSKAX is 0.92, 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
VTIUX vs. FSKAX - Performance Comparison
Key characteristics
VTIUX:
1.25
FSKAX:
1.65
VTIUX:
1.69
FSKAX:
2.24
VTIUX:
1.25
FSKAX:
1.30
VTIUX:
0.85
FSKAX:
2.53
VTIUX:
7.00
FSKAX:
9.98
VTIUX:
2.15%
FSKAX:
2.18%
VTIUX:
12.11%
FSKAX:
13.20%
VTIUX:
-36.39%
FSKAX:
-35.01%
VTIUX:
-4.02%
FSKAX:
-1.15%
Returns By Period
In the year-to-date period, VTIUX achieves a 3.52% return, which is significantly higher than FSKAX's 3.11% return.
VTIUX
3.52%
4.48%
6.78%
16.68%
N/A
N/A
FSKAX
3.11%
3.81%
12.30%
23.63%
13.49%
12.33%
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VTIUX vs. FSKAX - Expense Ratio Comparison
VTIUX has a 0.23% expense ratio, which is higher than FSKAX's 0.02% 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
VTIUX vs. FSKAX — Risk-Adjusted Performance Rank
VTIUX
FSKAX
VTIUX vs. FSKAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Target Retirement 2065 Fund (VTIUX) and Fidelity Total Market Index Fund (FSKAX). 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
VTIUX vs. FSKAX - Dividend Comparison
VTIUX's dividend yield for the trailing twelve months is around 1.76%, more than FSKAX's 1.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTIUX Voya Target Retirement 2065 Fund | 1.76% | 1.83% | 1.82% | 1.86% | 2.89% | 1.30% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FSKAX Fidelity Total Market Index Fund | 1.15% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.80% | 2.06% | 1.66% | 1.82% | 1.96% | 1.63% |
Drawdowns
VTIUX vs. FSKAX - Drawdown Comparison
The maximum VTIUX drawdown since its inception was -36.39%, roughly equal to the maximum FSKAX drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for VTIUX and FSKAX. For additional features, visit the drawdowns tool.
Volatility
VTIUX vs. FSKAX - Volatility Comparison
The current volatility for Voya Target Retirement 2065 Fund (VTIUX) is 3.07%, while Fidelity Total Market Index Fund (FSKAX) has a volatility of 3.53%. This indicates that VTIUX experiences smaller price fluctuations and is considered to be less risky than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.