VTTVX vs. AADTX
Compare and contrast key facts about Vanguard Target Retirement 2025 Fund (VTTVX) and American Funds 2025 Target Date Retirement Fund (AADTX).
VTTVX is managed by Vanguard. It was launched on Oct 27, 2003. AADTX is managed by American Funds. It was launched on Jan 31, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTTVX or AADTX.
Correlation
The correlation between VTTVX and AADTX is 0.93, 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
VTTVX vs. AADTX - Performance Comparison
Key characteristics
VTTVX:
0.43
AADTX:
0.82
VTTVX:
0.62
AADTX:
1.15
VTTVX:
1.10
AADTX:
1.17
VTTVX:
0.24
AADTX:
0.76
VTTVX:
1.16
AADTX:
3.16
VTTVX:
3.76%
AADTX:
2.17%
VTTVX:
10.12%
AADTX:
8.29%
VTTVX:
-46.03%
AADTX:
-47.37%
VTTVX:
-13.16%
AADTX:
-3.48%
Returns By Period
In the year-to-date period, VTTVX achieves a 0.64% return, which is significantly lower than AADTX's 1.32% return. Over the past 10 years, VTTVX has underperformed AADTX with an annualized return of 3.10%, while AADTX has yielded a comparatively higher 3.47% annualized return.
VTTVX
0.64%
-1.21%
-4.36%
3.81%
2.97%
3.10%
AADTX
1.32%
-1.42%
-2.16%
6.12%
4.88%
3.47%
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VTTVX vs. AADTX - Expense Ratio Comparison
VTTVX has a 0.08% expense ratio, which is lower than AADTX's 0.34% expense ratio.
Risk-Adjusted Performance
VTTVX vs. AADTX — Risk-Adjusted Performance Rank
VTTVX
AADTX
VTTVX vs. AADTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2025 Fund (VTTVX) and American Funds 2025 Target Date Retirement Fund (AADTX). 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
VTTVX vs. AADTX - Dividend Comparison
VTTVX's dividend yield for the trailing twelve months is around 2.94%, more than AADTX's 2.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTTVX Vanguard Target Retirement 2025 Fund | 2.94% | 2.96% | 2.75% | 2.21% | 2.16% | 1.65% | 2.37% | 2.55% | 1.99% | 2.00% | 2.19% | 1.95% |
AADTX American Funds 2025 Target Date Retirement Fund | 2.56% | 2.60% | 2.36% | 2.15% | 1.08% | 1.68% | 1.48% | 1.47% | 1.11% | 1.20% | 0.92% | 4.75% |
Drawdowns
VTTVX vs. AADTX - Drawdown Comparison
The maximum VTTVX drawdown since its inception was -46.03%, roughly equal to the maximum AADTX drawdown of -47.37%. Use the drawdown chart below to compare losses from any high point for VTTVX and AADTX. For additional features, visit the drawdowns tool.
Volatility
VTTVX vs. AADTX - Volatility Comparison
Vanguard Target Retirement 2025 Fund (VTTVX) has a higher volatility of 5.92% compared to American Funds 2025 Target Date Retirement Fund (AADTX) at 5.18%. This indicates that VTTVX's price experiences larger fluctuations and is considered to be riskier than AADTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.