VTTHX vs. VTHRX

In the year-to-date period, VTTHX achieves a 3.71% return, which is significantly higher than VTHRX's 3.46% return. Over the past 10 years, VTTHX has underperformed VTHRX with an annualized return of 5.08%, while VTHRX has yielded a comparatively higher 6.79% annualized return.

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Both VTTHX and VTHRX have an expense ratio of 0.08%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2035 Fund (VTTHX) and Vanguard Target Retirement 2030 Fund (VTHRX). 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.

The current VTTHX Sharpe Ratio is 0.80, which is comparable to the VTHRX Sharpe Ratio of 0.90. The chart below compares the historical Sharpe Ratios of VTTHX and VTHRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VTTHX's dividend yield for the trailing twelve months is around 2.49%, less than VTHRX's 2.64% yield.

The maximum VTTHX drawdown since its inception was -51.76%, roughly equal to the maximum VTHRX drawdown of -49.57%. Use the drawdown chart below to compare losses from any high point for VTTHX and VTHRX. For additional features, visit the drawdowns tool.

Vanguard Target Retirement 2035 Fund (VTTHX) has a higher volatility of 3.04% compared to Vanguard Target Retirement 2030 Fund (VTHRX) at 2.76%. This indicates that VTTHX's price experiences larger fluctuations and is considered to be riskier than VTHRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.