VTTSX vs. VLXVX
Compare and contrast key facts about Vanguard Target Retirement 2060 Fund (VTTSX) and Vanguard Target Retirement 2065 Fund (VLXVX).
VTTSX is managed by Vanguard. It was launched on Jan 19, 2012. VLXVX is managed by Vanguard. It was launched on Jul 12, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTTSX or VLXVX.
Performance
VTTSX vs. VLXVX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with VTTSX having a 14.55% return and VLXVX slightly lower at 14.53%.
VTTSX
14.55%
-1.47%
5.75%
22.61%
9.80%
8.69%
VLXVX
14.53%
-1.46%
5.72%
22.61%
9.79%
N/A
Key characteristics
| VTTSX | VLXVX | |
|---|---|---|
| Sharpe Ratio | 2.07 | 2.08 |
| Sortino Ratio | 2.88 | 2.88 |
| Omega Ratio | 1.38 | 1.38 |
| Calmar Ratio | 2.83 | 2.84 |
| Martin Ratio | 13.15 | 13.23 |
| Ulcer Index | 1.71% | 1.70% |
| Daily Std Dev | 10.89% | 10.83% |
| Max Drawdown | -31.38% | -31.42% |
| Current Drawdown | -2.46% | -2.47% |
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VTTSX vs. VLXVX - Expense Ratio Comparison
Both VTTSX and VLXVX 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 VTTSX and VLXVX 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
VTTSX vs. VLXVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2060 Fund (VTTSX) and Vanguard Target Retirement 2065 Fund (VLXVX). 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. VLXVX - Dividend Comparison
VTTSX's dividend yield for the trailing twelve months is around 1.87%, more than VLXVX's 1.80% 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% |
VLXVX Vanguard Target Retirement 2065 Fund | 1.80% | 2.06% | 2.00% | 1.70% | 1.45% | 1.90% | 1.85% | 0.78% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VTTSX vs. VLXVX - Drawdown Comparison
The maximum VTTSX drawdown since its inception was -31.38%, roughly equal to the maximum VLXVX drawdown of -31.42%. Use the drawdown chart below to compare losses from any high point for VTTSX and VLXVX. For additional features, visit the drawdowns tool.
Volatility
VTTSX vs. VLXVX - Volatility Comparison
Vanguard Target Retirement 2060 Fund (VTTSX) and Vanguard Target Retirement 2065 Fund (VLXVX) have volatilities of 2.93% and 2.92%, 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.