VTTHX vs. FIHFX
Compare and contrast key facts about Vanguard Target Retirement 2035 Fund (VTTHX) and Fidelity Freedom Index 2035 Fund Investor Class (FIHFX).
VTTHX is managed by Vanguard. It was launched on Oct 27, 2003. FIHFX is managed by Fidelity. It was launched on Oct 2, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTTHX or FIHFX.
Performance
VTTHX vs. FIHFX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with VTTHX having a 12.14% return and FIHFX slightly lower at 11.94%. Both investments have delivered pretty close results over the past 10 years, with VTTHX having a 7.51% annualized return and FIHFX not far ahead at 7.86%.
VTTHX
12.14%
-1.23%
5.61%
19.00%
7.99%
7.51%
FIHFX
11.94%
-1.48%
5.30%
18.93%
8.03%
7.86%
Key characteristics
| VTTHX | FIHFX | |
|---|---|---|
| Sharpe Ratio | 2.15 | 2.24 |
| Sortino Ratio | 3.07 | 3.18 |
| Omega Ratio | 1.41 | 1.41 |
| Calmar Ratio | 2.28 | 2.00 |
| Martin Ratio | 13.14 | 14.11 |
| Ulcer Index | 1.49% | 1.38% |
| Daily Std Dev | 9.09% | 8.68% |
| Max Drawdown | -51.76% | -28.42% |
| Current Drawdown | -1.51% | -1.64% |
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VTTHX vs. FIHFX - Expense Ratio Comparison
VTTHX has a 0.08% expense ratio, which is lower than FIHFX's 0.12% expense ratio. Despite the difference, 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 VTTHX and FIHFX is 0.99, 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. FIHFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2035 Fund (VTTHX) and Fidelity Freedom Index 2035 Fund Investor Class (FIHFX). 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. FIHFX - Dividend Comparison
VTTHX's dividend yield for the trailing twelve months is around 2.21%, more than FIHFX's 1.98% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTTHX Vanguard Target Retirement 2035 Fund | 2.21% | 2.47% | 2.08% | 2.34% | 1.62% | 2.33% | 2.47% | 1.98% | 2.01% | 2.20% | 2.06% | 1.91% |
FIHFX Fidelity Freedom Index 2035 Fund Investor Class | 1.98% | 2.10% | 1.93% | 1.47% | 1.40% | 1.82% | 2.15% | 1.72% | 1.90% | 2.03% | 3.37% | 0.16% |
Drawdowns
VTTHX vs. FIHFX - Drawdown Comparison
The maximum VTTHX drawdown since its inception was -51.76%, which is greater than FIHFX's maximum drawdown of -28.42%. Use the drawdown chart below to compare losses from any high point for VTTHX and FIHFX. For additional features, visit the drawdowns tool.
Volatility
VTTHX vs. FIHFX - Volatility Comparison
Vanguard Target Retirement 2035 Fund (VTTHX) and Fidelity Freedom Index 2035 Fund Investor Class (FIHFX) have volatilities of 2.33% and 2.40%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.