VTTHX vs. VOO
Compare and contrast key facts about Vanguard Target Retirement 2035 Fund (VTTHX) and Vanguard S&P 500 ETF (VOO).
VTTHX is managed by Vanguard. It was launched on Oct 27, 2003. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTTHX or VOO.
Key characteristics
| VTTHX | VOO | |
|---|---|---|
| YTD Return | 11.06% | 18.91% |
| 1Y Return | 19.14% | 28.20% |
| 3Y Return (Ann) | 3.58% | 9.93% |
| 5Y Return (Ann) | 8.40% | 15.31% |
| 10Y Return (Ann) | 7.50% | 12.87% |
| Sharpe Ratio | 1.96 | 2.21 |
| Daily Std Dev | 9.65% | 12.64% |
| Max Drawdown | -51.76% | -33.99% |
| Current Drawdown | -0.36% | -0.60% |
Correlation
The correlation between VTTHX and VOO is 0.96, 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
VTTHX vs. VOO - Performance Comparison
In the year-to-date period, VTTHX achieves a 11.06% return, which is significantly lower than VOO's 18.91% return. Over the past 10 years, VTTHX has underperformed VOO with an annualized return of 7.50%, while VOO has yielded a comparatively higher 12.87% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VTTHX vs. VOO - Expense Ratio Comparison
VTTHX has a 0.08% expense ratio, which is higher than VOO's 0.03% 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
VTTHX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2035 Fund (VTTHX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
VTTHX's dividend yield for the trailing twelve months is around 2.23%, more than VOO's 1.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTTHX Vanguard Target Retirement 2035 Fund | 2.23% | 2.47% | 2.71% | 19.52% | 2.50% | 2.33% | 2.69% | 2.14% | 2.77% | 4.67% | 2.09% | 1.91% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VTTHX vs. VOO - Drawdown Comparison
The maximum VTTHX drawdown since its inception was -51.76%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VTTHX and VOO. For additional features, visit the drawdowns tool.
Volatility
VTTHX vs. VOO - Volatility Comparison
The current volatility for Vanguard Target Retirement 2035 Fund (VTTHX) is 2.69%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.83%. This indicates that VTTHX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.