VTTHX vs. VTHRX
Compare and contrast key facts about Vanguard Target Retirement 2035 Fund (VTTHX) and Vanguard Target Retirement 2030 Fund (VTHRX).
VTTHX is managed by Vanguard. It was launched on Oct 27, 2003. VTHRX is managed by Vanguard. It was launched on Jun 7, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTTHX or VTHRX.
Performance
VTTHX vs. VTHRX - Performance Comparison
Returns By Period
In the year-to-date period, VTTHX achieves a 11.64% return, which is significantly higher than VTHRX's 10.50% return. Over the past 10 years, VTTHX has outperformed VTHRX with an annualized return of 7.51%, while VTHRX has yielded a comparatively lower 6.93% annualized return.
VTTHX
11.64%
-1.47%
5.14%
18.98%
7.84%
7.51%
VTHRX
10.50%
-1.48%
4.92%
17.57%
7.01%
6.93%
Key characteristics
| VTTHX | VTHRX | |
|---|---|---|
| Sharpe Ratio | 2.09 | 2.08 |
| Sortino Ratio | 2.99 | 2.99 |
| Omega Ratio | 1.40 | 1.40 |
| Calmar Ratio | 2.12 | 1.91 |
| Martin Ratio | 12.81 | 12.33 |
| Ulcer Index | 1.48% | 1.43% |
| Daily Std Dev | 9.07% | 8.50% |
| Max Drawdown | -51.76% | -49.57% |
| Current Drawdown | -1.94% | -1.78% |
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VTTHX vs. VTHRX - Expense Ratio Comparison
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%.
Correlation
The correlation between VTTHX and VTHRX is 1.00, 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. VTHRX - Risk-Adjusted Performance Comparison
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.
Dividends
VTTHX vs. VTHRX - Dividend Comparison
VTTHX's dividend yield for the trailing twelve months is around 2.22%, less than VTHRX's 2.34% 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% |
VTHRX Vanguard Target Retirement 2030 Fund | 2.34% | 2.59% | 2.05% | 2.14% | 1.63% | 2.38% | 2.49% | 1.99% | 1.97% | 2.15% | 1.92% | 1.78% |
Drawdowns
VTTHX vs. VTHRX - Drawdown Comparison
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.
Volatility
VTTHX vs. VTHRX - Volatility Comparison
Vanguard Target Retirement 2035 Fund (VTTHX) has a higher volatility of 2.32% compared to Vanguard Target Retirement 2030 Fund (VTHRX) at 2.11%. 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.