VWELX vs. VTHRX
Compare and contrast key facts about Vanguard Wellington Fund Investor Shares (VWELX) and Vanguard Target Retirement 2030 Fund (VTHRX).
VWELX is managed by Vanguard. It was launched on Jul 1, 1929. VTHRX is managed by Vanguard. It was launched on Jun 7, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWELX or VTHRX.
Performance
VWELX vs. VTHRX - Performance Comparison
Returns By Period
In the year-to-date period, VWELX achieves a 14.70% return, which is significantly higher than VTHRX's 10.95% return. Over the past 10 years, VWELX has outperformed VTHRX with an annualized return of 8.42%, while VTHRX has yielded a comparatively lower 6.93% annualized return.
VWELX
14.70%
-0.06%
7.17%
20.39%
8.69%
8.42%
VTHRX
10.95%
-1.23%
5.34%
17.60%
7.14%
6.93%
Key characteristics
| VWELX | VTHRX | |
|---|---|---|
| Sharpe Ratio | 2.47 | 2.12 |
| Sortino Ratio | 3.41 | 3.05 |
| Omega Ratio | 1.46 | 1.41 |
| Calmar Ratio | 2.95 | 2.03 |
| Martin Ratio | 16.89 | 12.57 |
| Ulcer Index | 1.22% | 1.44% |
| Daily Std Dev | 8.35% | 8.52% |
| Max Drawdown | -36.12% | -49.57% |
| Current Drawdown | -1.48% | -1.38% |
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VWELX vs. VTHRX - Expense Ratio Comparison
VWELX has a 0.24% expense ratio, which is higher than VTHRX's 0.08% 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%.
Correlation
The correlation between VWELX and VTHRX is 0.96, 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
VWELX vs. VTHRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellington Fund Investor Shares (VWELX) and Vanguard Target Retirement 2030 Fund (VTHRX). 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
VWELX vs. VTHRX - Dividend Comparison
VWELX's dividend yield for the trailing twelve months is around 5.43%, more than VTHRX's 2.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWELX Vanguard Wellington Fund Investor Shares | 5.43% | 6.01% | 2.25% | 1.71% | 2.07% | 2.53% | 3.00% | 2.45% | 2.56% | 3.25% | 2.55% | 2.50% |
VTHRX Vanguard Target Retirement 2030 Fund | 2.33% | 2.59% | 2.05% | 2.14% | 1.63% | 2.38% | 2.49% | 1.99% | 1.97% | 2.15% | 1.92% | 1.78% |
Drawdowns
VWELX vs. VTHRX - Drawdown Comparison
The maximum VWELX drawdown since its inception was -36.12%, smaller than the maximum VTHRX drawdown of -49.57%. Use the drawdown chart below to compare losses from any high point for VWELX and VTHRX. For additional features, visit the drawdowns tool.
Volatility
VWELX vs. VTHRX - Volatility Comparison
Vanguard Wellington Fund Investor Shares (VWELX) has a higher volatility of 2.79% compared to Vanguard Target Retirement 2030 Fund (VTHRX) at 2.13%. This indicates that VWELX's price experiences larger fluctuations and is considered to be riskier than VTHRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.