VTTVX vs. VWNDX
Compare and contrast key facts about Vanguard Target Retirement 2025 Fund (VTTVX) and Vanguard Windsor Fund Investor Shares (VWNDX).
VTTVX is managed by Vanguard. It was launched on Oct 27, 2003. VWNDX is managed by Vanguard. It was launched on Oct 23, 1958.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTTVX or VWNDX.
Performance
VTTVX vs. VWNDX - Performance Comparison
Returns By Period
In the year-to-date period, VTTVX achieves a 9.78% return, which is significantly lower than VWNDX's 13.89% return. Over the past 10 years, VTTVX has underperformed VWNDX with an annualized return of 6.35%, while VWNDX has yielded a comparatively higher 9.91% annualized return.
VTTVX
9.78%
-0.54%
5.37%
15.65%
6.31%
6.35%
VWNDX
13.89%
1.47%
7.30%
22.43%
12.73%
9.91%
Key characteristics
| VTTVX | VWNDX | |
|---|---|---|
| Sharpe Ratio | 1.78 | 1.97 |
| Sortino Ratio | 2.59 | 2.83 |
| Omega Ratio | 1.39 | 1.35 |
| Calmar Ratio | 1.78 | 4.09 |
| Martin Ratio | 8.85 | 12.07 |
| Ulcer Index | 1.75% | 1.84% |
| Daily Std Dev | 8.70% | 11.29% |
| Max Drawdown | -46.03% | -61.48% |
| Current Drawdown | -1.17% | -1.34% |
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VTTVX vs. VWNDX - Expense Ratio Comparison
VTTVX has a 0.08% expense ratio, which is lower than VWNDX's 0.30% expense ratio.
Correlation
The correlation between VTTVX and VWNDX is 0.91, 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.
Risk-Adjusted Performance
VTTVX vs. VWNDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2025 Fund (VTTVX) and Vanguard Windsor Fund Investor Shares (VWNDX). 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. VWNDX - Dividend Comparison
VTTVX's dividend yield for the trailing twelve months is around 2.50%, more than VWNDX's 1.97% 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% |
VWNDX Vanguard Windsor Fund Investor Shares | 1.97% | 1.90% | 1.71% | 1.55% | 1.87% | 1.93% | 2.41% | 1.58% | 1.99% | 1.88% | 1.35% | 0.96% |
Drawdowns
VTTVX vs. VWNDX - Drawdown Comparison
The maximum VTTVX drawdown since its inception was -46.03%, smaller than the maximum VWNDX drawdown of -61.48%. Use the drawdown chart below to compare losses from any high point for VTTVX and VWNDX. For additional features, visit the drawdowns tool.
Volatility
VTTVX vs. VWNDX - Volatility Comparison
The current volatility for Vanguard Target Retirement 2025 Fund (VTTVX) is 1.79%, while Vanguard Windsor Fund Investor Shares (VWNDX) has a volatility of 3.91%. This indicates that VTTVX experiences smaller price fluctuations and is considered to be less risky than VWNDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.