VTTVX vs. TRRHX
Compare and contrast key facts about Vanguard Target Retirement 2025 Fund (VTTVX) and T. Rowe Price Retirement 2025 Fund (TRRHX).
VTTVX is managed by Vanguard. It was launched on Oct 27, 2003. TRRHX is managed by T. Rowe Price. It was launched on Feb 27, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTTVX or TRRHX.
Correlation
The correlation between VTTVX and TRRHX 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.
Performance
VTTVX vs. TRRHX - Performance Comparison
Key characteristics
VTTVX:
1.26
TRRHX:
0.91
VTTVX:
1.83
TRRHX:
1.20
VTTVX:
1.27
TRRHX:
1.18
VTTVX:
1.97
TRRHX:
1.06
VTTVX:
6.20
TRRHX:
5.98
VTTVX:
1.78%
TRRHX:
1.18%
VTTVX:
8.75%
TRRHX:
7.78%
VTTVX:
-46.03%
TRRHX:
-50.04%
VTTVX:
-2.51%
TRRHX:
-6.64%
Returns By Period
In the year-to-date period, VTTVX achieves a 9.51% return, which is significantly higher than TRRHX's 5.60% return. Both investments have delivered pretty close results over the past 10 years, with VTTVX having a 6.32% annualized return and TRRHX not far ahead at 6.54%.
VTTVX
9.51%
-0.49%
4.19%
6.05%
5.76%
6.32%
TRRHX
5.60%
-5.04%
-0.48%
6.14%
5.64%
6.54%
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VTTVX vs. TRRHX - Expense Ratio Comparison
VTTVX has a 0.08% expense ratio, which is lower than TRRHX's 0.55% expense ratio.
Risk-Adjusted Performance
VTTVX vs. TRRHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2025 Fund (VTTVX) and T. Rowe Price Retirement 2025 Fund (TRRHX). 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. TRRHX - Dividend Comparison
VTTVX's dividend yield for the trailing twelve months is around 2.50%, while TRRHX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTTVX Vanguard Target Retirement 2025 Fund | 2.50% | 2.74% | 2.21% | 2.16% | 1.65% | 2.37% | 2.55% | 1.99% | 2.00% | 2.19% | 1.95% | 1.82% |
TRRHX T. Rowe Price Retirement 2025 Fund | 0.00% | 2.30% | 2.41% | 1.40% | 1.29% | 2.02% | 2.07% | 1.65% | 1.74% | 1.74% | 1.59% | 1.43% |
Drawdowns
VTTVX vs. TRRHX - Drawdown Comparison
The maximum VTTVX drawdown since its inception was -46.03%, smaller than the maximum TRRHX drawdown of -50.04%. Use the drawdown chart below to compare losses from any high point for VTTVX and TRRHX. For additional features, visit the drawdowns tool.
Volatility
VTTVX vs. TRRHX - Volatility Comparison
The current volatility for Vanguard Target Retirement 2025 Fund (VTTVX) is 2.11%, while T. Rowe Price Retirement 2025 Fund (TRRHX) has a volatility of 4.05%. This indicates that VTTVX experiences smaller price fluctuations and is considered to be less risky than TRRHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.