VTTSX vs. VSIAX
Compare and contrast key facts about Vanguard Target Retirement 2060 Fund (VTTSX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX).
VTTSX is managed by Vanguard. It was launched on Jan 19, 2012. VSIAX is managed by Vanguard. It was launched on Sep 27, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTTSX or VSIAX.
Correlation
The correlation between VTTSX and VSIAX is 0.85, 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
VTTSX vs. VSIAX - Performance Comparison
Key characteristics
VTTSX:
1.46
VSIAX:
0.82
VTTSX:
2.03
VSIAX:
1.24
VTTSX:
1.27
VSIAX:
1.15
VTTSX:
2.29
VSIAX:
1.57
VTTSX:
9.29
VSIAX:
4.43
VTTSX:
1.75%
VSIAX:
3.07%
VTTSX:
11.11%
VSIAX:
16.56%
VTTSX:
-31.38%
VSIAX:
-45.39%
VTTSX:
-3.73%
VSIAX:
-8.65%
Returns By Period
In the year-to-date period, VTTSX achieves a 14.35% return, which is significantly higher than VSIAX's 11.87% return. Both investments have delivered pretty close results over the past 10 years, with VTTSX having a 8.68% annualized return and VSIAX not far ahead at 8.73%.
VTTSX
14.35%
-0.68%
4.68%
15.40%
9.12%
8.68%
VSIAX
11.87%
-4.31%
9.44%
12.02%
9.79%
8.73%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VTTSX vs. VSIAX - Expense Ratio Comparison
VTTSX has a 0.08% expense ratio, which is higher than VSIAX's 0.07% 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%.
Risk-Adjusted Performance
VTTSX vs. VSIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2060 Fund (VTTSX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX). 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. VSIAX - Dividend Comparison
VTTSX's dividend yield for the trailing twelve months is around 1.87%, less than VSIAX's 2.01% 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% |
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares | 2.01% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% | 1.77% | 1.87% |
Drawdowns
VTTSX vs. VSIAX - Drawdown Comparison
The maximum VTTSX drawdown since its inception was -31.38%, smaller than the maximum VSIAX drawdown of -45.39%. Use the drawdown chart below to compare losses from any high point for VTTSX and VSIAX. For additional features, visit the drawdowns tool.
Volatility
VTTSX vs. VSIAX - Volatility Comparison
The current volatility for Vanguard Target Retirement 2060 Fund (VTTSX) is 3.08%, while Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX) has a volatility of 5.11%. This indicates that VTTSX experiences smaller price fluctuations and is considered to be less risky than VSIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.