VTTHX vs. FFTHX
Compare and contrast key facts about Vanguard Target Retirement 2035 Fund (VTTHX) and Fidelity Freedom 2035 Fund (FFTHX).
VTTHX is managed by Vanguard. It was launched on Oct 27, 2003. FFTHX is managed by Fidelity. It was launched on Nov 6, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTTHX or FFTHX.
Performance
VTTHX vs. FFTHX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with VTTHX having a 11.64% return and FFTHX slightly lower at 11.25%. Over the past 10 years, VTTHX has outperformed FFTHX with an annualized return of 7.51%, while FFTHX has yielded a comparatively lower 3.84% annualized return.
VTTHX
11.64%
-1.47%
5.14%
18.98%
7.84%
7.51%
FFTHX
11.25%
-2.36%
3.99%
18.20%
3.25%
3.84%
Key characteristics
| VTTHX | FFTHX | |
|---|---|---|
| Sharpe Ratio | 2.09 | 2.03 |
| Sortino Ratio | 2.99 | 2.91 |
| Omega Ratio | 1.40 | 1.37 |
| Calmar Ratio | 2.12 | 0.87 |
| Martin Ratio | 12.81 | 12.88 |
| Ulcer Index | 1.48% | 1.47% |
| Daily Std Dev | 9.07% | 9.30% |
| Max Drawdown | -51.76% | -50.94% |
| Current Drawdown | -1.94% | -7.12% |
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VTTHX vs. FFTHX - Expense Ratio Comparison
VTTHX has a 0.08% expense ratio, which is lower than FFTHX's 0.71% expense ratio.
Correlation
The correlation between VTTHX and FFTHX is 0.97, 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
VTTHX vs. FFTHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2035 Fund (VTTHX) and Fidelity Freedom 2035 Fund (FFTHX). 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
VTTHX vs. FFTHX - Dividend Comparison
VTTHX's dividend yield for the trailing twelve months is around 2.22%, more than FFTHX's 1.50% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FFTHX Fidelity Freedom 2035 Fund | 1.50% | 1.60% | 2.27% | 2.30% | 1.06% | 1.53% | 1.67% | 1.12% | 1.40% | 4.20% | 9.03% | 7.08% |
Drawdowns
VTTHX vs. FFTHX - Drawdown Comparison
The maximum VTTHX drawdown since its inception was -51.76%, roughly equal to the maximum FFTHX drawdown of -50.94%. Use the drawdown chart below to compare losses from any high point for VTTHX and FFTHX. For additional features, visit the drawdowns tool.
Volatility
VTTHX vs. FFTHX - Volatility Comparison
The current volatility for Vanguard Target Retirement 2035 Fund (VTTHX) is 2.32%, while Fidelity Freedom 2035 Fund (FFTHX) has a volatility of 2.63%. This indicates that VTTHX experiences smaller price fluctuations and is considered to be less risky than FFTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.