VTWNX vs. VTINX
Compare and contrast key facts about Vanguard Target Retirement 2020 Fund (VTWNX) and Vanguard Target Retirement Income Fund (VTINX).
VTWNX is managed by Vanguard. It was launched on Jun 7, 2006. VTINX is managed by Vanguard. It was launched on Oct 27, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTWNX or VTINX.
Correlation
The correlation between VTWNX and VTINX is 0.81, 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
VTWNX vs. VTINX - Performance Comparison
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Key characteristics
VTWNX:
1.21
VTINX:
0.80
VTWNX:
1.73
VTINX:
1.06
VTWNX:
1.23
VTINX:
1.16
VTWNX:
0.38
VTINX:
0.51
VTWNX:
6.16
VTINX:
2.06
VTWNX:
1.29%
VTINX:
2.33%
VTWNX:
6.66%
VTINX:
6.22%
VTWNX:
-42.16%
VTINX:
-21.75%
VTWNX:
-13.49%
VTINX:
-3.93%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with VTWNX at 3.59% and VTINX at 3.59%. Over the past 10 years, VTWNX has underperformed VTINX with an annualized return of 2.15%, while VTINX has yielded a comparatively higher 2.71% annualized return.
VTWNX
3.59%
4.02%
3.12%
7.98%
4.84%
1.05%
2.15%
VTINX
3.59%
3.53%
0.58%
5.04%
4.36%
2.13%
2.71%
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VTWNX vs. VTINX - Expense Ratio Comparison
Both VTWNX and VTINX have an expense ratio of 0.08%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VTWNX vs. VTINX — Risk-Adjusted Performance Rank
VTWNX
VTINX
VTWNX vs. VTINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement 2020 Fund (VTWNX) and Vanguard Target Retirement Income Fund (VTINX). 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. VTINX - Dividend Comparison
VTWNX's dividend yield for the trailing twelve months is around 3.08%, less than VTINX's 5.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTWNX Vanguard Target Retirement 2020 Fund | 3.08% | 3.19% | 2.94% | 2.58% | 2.54% | 1.62% | 2.43% | 2.60% | 2.01% | 1.99% | 2.18% | 1.90% |
VTINX Vanguard Target Retirement Income Fund | 5.84% | 5.89% | 4.01% | 3.08% | 8.63% | 3.42% | 2.62% | 4.19% | 2.51% | 2.27% | 3.53% | 2.16% |
Drawdowns
VTWNX vs. VTINX - Drawdown Comparison
The maximum VTWNX drawdown since its inception was -42.16%, which is greater than VTINX's maximum drawdown of -21.75%. Use the drawdown chart below to compare losses from any high point for VTWNX and VTINX. For additional features, visit the drawdowns tool.
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Volatility
VTWNX vs. VTINX - Volatility Comparison
Vanguard Target Retirement 2020 Fund (VTWNX) and Vanguard Target Retirement Income Fund (VTINX) have volatilities of 1.41% and 1.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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