VTTSX vs. FWLSX
Compare and contrast key facts about Vanguard Target Retirement 2060 Fund (VTTSX) and Fidelity Flex Freedom Blend 2060 Fund (FWLSX).
VTTSX is managed by Vanguard. It was launched on Jan 19, 2012. FWLSX is managed by Fidelity. It was launched on Jun 8, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTTSX or FWLSX.
Performance
VTTSX vs. FWLSX - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with VTTSX having a 14.55% return and FWLSX slightly higher at 14.84%.
VTTSX
14.55%
-1.47%
5.75%
22.61%
9.80%
8.69%
FWLSX
14.84%
-2.22%
4.84%
22.60%
10.26%
N/A
Key characteristics
| VTTSX | FWLSX | |
|---|---|---|
| Sharpe Ratio | 2.07 | 2.07 |
| Sortino Ratio | 2.88 | 2.88 |
| Omega Ratio | 1.38 | 1.37 |
| Calmar Ratio | 2.83 | 2.38 |
| Martin Ratio | 13.15 | 13.12 |
| Ulcer Index | 1.71% | 1.77% |
| Daily Std Dev | 10.89% | 11.25% |
| Max Drawdown | -31.38% | -31.32% |
| Current Drawdown | -2.46% | -2.87% |
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VTTSX vs. FWLSX - Expense Ratio Comparison
VTTSX has a 0.08% expense ratio, which is higher than FWLSX's 0.00% 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%.
Correlation
The correlation between VTTSX and FWLSX is 0.98, 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
VTTSX vs. FWLSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2060 Fund (VTTSX) and Fidelity Flex Freedom Blend 2060 Fund (FWLSX). 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
VTTSX vs. FWLSX - Dividend Comparison
VTTSX's dividend yield for the trailing twelve months is around 1.87%, more than FWLSX's 1.81% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTTSX Vanguard Target Retirement 2060 Fund | 1.87% | 2.14% | 2.09% | 1.95% | 1.57% | 2.11% | 2.30% | 1.77% | 1.98% | 1.85% | 1.65% | 1.37% |
FWLSX Fidelity Flex Freedom Blend 2060 Fund | 1.81% | 2.02% | 2.72% | 2.67% | 1.55% | 2.21% | 2.45% | 1.55% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VTTSX vs. FWLSX - Drawdown Comparison
The maximum VTTSX drawdown since its inception was -31.38%, roughly equal to the maximum FWLSX drawdown of -31.32%. Use the drawdown chart below to compare losses from any high point for VTTSX and FWLSX. For additional features, visit the drawdowns tool.
Volatility
VTTSX vs. FWLSX - Volatility Comparison
The current volatility for Vanguard Target Retirement 2060 Fund (VTTSX) is 2.93%, while Fidelity Flex Freedom Blend 2060 Fund (FWLSX) has a volatility of 3.20%. This indicates that VTTSX experiences smaller price fluctuations and is considered to be less risky than FWLSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.