VTTVX vs. VOO
Compare and contrast key facts about Vanguard Target Retirement 2025 Fund (VTTVX) and Vanguard S&P 500 ETF (VOO).
VTTVX is managed by Vanguard. It was launched on Oct 27, 2003. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTTVX or VOO.
Correlation
The correlation between VTTVX and VOO is 0.94, 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. VOO - Performance Comparison
Key characteristics
VTTVX:
1.26
VOO:
2.25
VTTVX:
1.83
VOO:
2.98
VTTVX:
1.27
VOO:
1.42
VTTVX:
1.97
VOO:
3.31
VTTVX:
6.20
VOO:
14.77
VTTVX:
1.78%
VOO:
1.90%
VTTVX:
8.75%
VOO:
12.46%
VTTVX:
-46.03%
VOO:
-33.99%
VTTVX:
-2.51%
VOO:
-2.47%
Returns By Period
In the year-to-date period, VTTVX achieves a 9.51% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, VTTVX has underperformed VOO with an annualized return of 6.32%, while VOO has yielded a comparatively higher 13.08% annualized return.
VTTVX
9.51%
-0.49%
4.19%
6.05%
5.76%
6.32%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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VTTVX vs. VOO - Expense Ratio Comparison
VTTVX has a 0.08% expense ratio, which is higher than VOO's 0.03% 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
VTTVX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2025 Fund (VTTVX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
VTTVX's dividend yield for the trailing twelve months is around 2.50%, more than VOO's 0.91% yield.
| 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% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VTTVX vs. VOO - Drawdown Comparison
The maximum VTTVX drawdown since its inception was -46.03%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VTTVX and VOO. For additional features, visit the drawdowns tool.
Volatility
VTTVX vs. VOO - Volatility Comparison
The current volatility for Vanguard Target Retirement 2025 Fund (VTTVX) is 2.11%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.75%. This indicates that VTTVX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.