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:
0.83
VOO:
1.89
VTTVX:
1.06
VOO:
2.54
VTTVX:
1.18
VOO:
1.35
VTTVX:
0.40
VOO:
2.83
VTTVX:
2.83
VOO:
11.83
VTTVX:
2.45%
VOO:
2.02%
VTTVX:
8.33%
VOO:
12.66%
VTTVX:
-46.03%
VOO:
-33.99%
VTTVX:
-11.08%
VOO:
-0.42%
Returns By Period
In the year-to-date period, VTTVX achieves a 3.05% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, VTTVX has underperformed VOO with an annualized return of 3.52%, while VOO has yielded a comparatively higher 13.26% annualized return.
VTTVX
3.05%
1.42%
-0.64%
7.09%
1.26%
3.52%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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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 Rank
VTTVX
VOO
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 2.87%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTTVX Vanguard Target Retirement 2025 Fund | 2.87% | 2.96% | 2.75% | 2.21% | 2.16% | 1.65% | 2.37% | 2.55% | 1.99% | 2.00% | 2.19% | 1.95% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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 1.54%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. 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.