VWNAX vs. VTHRX
Compare and contrast key facts about Vanguard Windsor II Fund Admiral Shares (VWNAX) and Vanguard Target Retirement 2030 Fund (VTHRX).
VWNAX is managed by Vanguard. It was launched on May 14, 2001. 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: VWNAX or VTHRX.
Correlation
The correlation between VWNAX and VTHRX 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
VWNAX vs. VTHRX - Performance Comparison
Key characteristics
VWNAX:
0.42
VTHRX:
1.45
VWNAX:
0.57
VTHRX:
2.07
VWNAX:
1.12
VTHRX:
1.28
VWNAX:
0.50
VTHRX:
2.33
VWNAX:
3.05
VTHRX:
8.42
VWNAX:
2.15%
VTHRX:
1.48%
VWNAX:
15.55%
VTHRX:
8.59%
VWNAX:
-57.51%
VTHRX:
-49.57%
VWNAX:
-12.35%
VTHRX:
-2.79%
Returns By Period
In the year-to-date period, VWNAX achieves a 4.46% return, which is significantly lower than VTHRX's 10.75% return. Over the past 10 years, VWNAX has outperformed VTHRX with an annualized return of 9.33%, while VTHRX has yielded a comparatively lower 6.91% annualized return.
VWNAX
4.46%
-10.94%
-4.99%
4.95%
10.20%
9.33%
VTHRX
10.75%
-0.58%
4.54%
8.76%
6.56%
6.91%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VWNAX vs. VTHRX - Expense Ratio Comparison
VWNAX has a 0.26% 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%.
Risk-Adjusted Performance
VWNAX vs. VTHRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Windsor II Fund Admiral Shares (VWNAX) 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
VWNAX vs. VTHRX - Dividend Comparison
VWNAX's dividend yield for the trailing twelve months is around 0.92%, less than VTHRX's 2.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWNAX Vanguard Windsor II Fund Admiral Shares | 0.92% | 1.72% | 1.70% | 1.26% | 1.38% | 2.20% | 2.70% | 2.09% | 2.57% | 2.49% | 2.42% | 2.08% |
VTHRX Vanguard Target Retirement 2030 Fund | 2.34% | 2.59% | 2.05% | 2.14% | 1.63% | 2.38% | 2.49% | 1.99% | 1.97% | 2.15% | 1.92% | 1.78% |
Drawdowns
VWNAX vs. VTHRX - Drawdown Comparison
The maximum VWNAX drawdown since its inception was -57.51%, which is greater than VTHRX's maximum drawdown of -49.57%. Use the drawdown chart below to compare losses from any high point for VWNAX and VTHRX. For additional features, visit the drawdowns tool.
Volatility
VWNAX vs. VTHRX - Volatility Comparison
Vanguard Windsor II Fund Admiral Shares (VWNAX) has a higher volatility of 12.22% compared to Vanguard Target Retirement 2030 Fund (VTHRX) at 2.40%. This indicates that VWNAX'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.