VTTHX vs. VWELX
Compare and contrast key facts about Vanguard Target Retirement 2035 Fund (VTTHX) and Vanguard Wellington Fund Investor Shares (VWELX).
VTTHX is managed by Vanguard. It was launched on Oct 27, 2003. VWELX is managed by Vanguard. It was launched on Jul 1, 1929.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTTHX or VWELX.
Key characteristics
| VTTHX | VWELX | |
|---|---|---|
| YTD Return | 11.42% | 12.41% |
| 1Y Return | 19.30% | 19.58% |
| 3Y Return (Ann) | 3.70% | 4.83% |
| 5Y Return (Ann) | 8.44% | 8.76% |
| 10Y Return (Ann) | 7.54% | 8.37% |
| Sharpe Ratio | 1.99 | 2.24 |
| Daily Std Dev | 9.64% | 8.79% |
| Max Drawdown | -51.76% | -36.12% |
| Current Drawdown | -0.04% | -0.04% |
Correlation
The correlation between VTTHX and VWELX 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. VWELX - Performance Comparison
In the year-to-date period, VTTHX achieves a 11.42% return, which is significantly lower than VWELX's 12.41% return. Over the past 10 years, VTTHX has underperformed VWELX with an annualized return of 7.54%, while VWELX has yielded a comparatively higher 8.37% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VTTHX vs. VWELX - Expense Ratio Comparison
VTTHX has a 0.08% expense ratio, which is lower than VWELX's 0.24% 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%.
Risk-Adjusted Performance
VTTHX vs. VWELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2035 Fund (VTTHX) and Vanguard Wellington Fund Investor Shares (VWELX). 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. VWELX - Dividend Comparison
VTTHX's dividend yield for the trailing twelve months is around 2.22%, less than VWELX's 5.00% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTTHX Vanguard Target Retirement 2035 Fund | 2.22% | 2.47% | 2.71% | 19.52% | 2.50% | 2.33% | 2.69% | 2.14% | 2.77% | 4.67% | 2.09% | 1.91% |
VWELX Vanguard Wellington Fund Investor Shares | 5.00% | 6.01% | 8.19% | 8.64% | 7.77% | 4.67% | 9.49% | 6.47% | 4.44% | 7.03% | 6.39% | 6.55% |
Drawdowns
VTTHX vs. VWELX - Drawdown Comparison
The maximum VTTHX drawdown since its inception was -51.76%, which is greater than VWELX's maximum drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for VTTHX and VWELX. For additional features, visit the drawdowns tool.
Volatility
VTTHX vs. VWELX - Volatility Comparison
Vanguard Target Retirement 2035 Fund (VTTHX) and Vanguard Wellington Fund Investor Shares (VWELX) have volatilities of 2.85% and 2.76%, 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.