Correlation
The correlation between VTWNX and VOO is 0.92, 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.
VTWNX vs. VOO
Compare and contrast key facts about Vanguard Target Retirement 2020 Fund (VTWNX) and Vanguard S&P 500 ETF (VOO).
VTWNX is managed by Vanguard. It was launched on Jun 7, 2006. 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: VTWNX or VOO.
Performance
VTWNX vs. VOO - Performance Comparison
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Key characteristics
VTWNX:
1.20
VOO:
0.60
VTWNX:
1.57
VOO:
0.88
VTWNX:
1.21
VOO:
1.13
VTWNX:
0.35
VOO:
0.56
VTWNX:
5.62
VOO:
2.13
VTWNX:
1.29%
VOO:
4.91%
VTWNX:
6.69%
VOO:
19.46%
VTWNX:
-42.16%
VOO:
-33.99%
VTWNX:
-14.02%
VOO:
-5.22%
Returns By Period
In the year-to-date period, VTWNX achieves a 2.95% return, which is significantly higher than VOO's -0.85% return. Over the past 10 years, VTWNX has underperformed VOO with an annualized return of 2.15%, while VOO has yielded a comparatively higher 12.64% annualized return.
VTWNX
2.95%
1.75%
2.23%
7.66%
4.48%
0.93%
2.15%
VOO
-0.85%
5.97%
-2.10%
10.85%
15.45%
16.18%
12.64%
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VTWNX vs. VOO - Expense Ratio Comparison
VTWNX 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
VTWNX vs. VOO — Risk-Adjusted Performance Rank
VTWNX
VOO
VTWNX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2020 Fund (VTWNX) 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.
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Dividends
VTWNX vs. VOO - Dividend Comparison
VTWNX's dividend yield for the trailing twelve months is around 9.08%, more than VOO's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTWNX Vanguard Target Retirement 2020 Fund | 9.08% | 9.35% | 6.21% | 4.98% | 19.57% | 6.28% | 3.54% | 4.94% | 2.74% | 2.74% | 4.15% | 2.04% |
VOO Vanguard S&P 500 ETF | 1.31% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VTWNX vs. VOO - Drawdown Comparison
The maximum VTWNX drawdown since its inception was -42.16%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VTWNX and VOO.
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Volatility
VTWNX vs. VOO - Volatility Comparison
The current volatility for Vanguard Target Retirement 2020 Fund (VTWNX) is 1.25%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.44%. This indicates that VTWNX 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.
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