VWNDX vs. VTTVX
Compare and contrast key facts about Vanguard Windsor Fund Investor Shares (VWNDX) and Vanguard Target Retirement 2025 Fund (VTTVX).
VWNDX is managed by Vanguard. It was launched on Oct 23, 1958. VTTVX 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: VWNDX or VTTVX.
Key characteristics
| VWNDX | VTTVX | |
|---|---|---|
| YTD Return | 14.46% | 10.97% |
| 1Y Return | 28.41% | 20.49% |
| 3Y Return (Ann) | 8.55% | 2.21% |
| 5Y Return (Ann) | 12.83% | 6.59% |
| 10Y Return (Ann) | 10.16% | 6.55% |
| Sharpe Ratio | 2.40 | 2.23 |
| Sortino Ratio | 3.44 | 3.25 |
| Omega Ratio | 1.44 | 1.50 |
| Calmar Ratio | 3.33 | 1.73 |
| Martin Ratio | 15.09 | 11.37 |
| Ulcer Index | 1.83% | 1.74% |
| Daily Std Dev | 11.53% | 8.85% |
| Max Drawdown | -61.48% | -46.03% |
| Current Drawdown | -0.45% | -0.10% |
Correlation
The correlation between VWNDX and VTTVX 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.
Performance
VWNDX vs. VTTVX - Performance Comparison
In the year-to-date period, VWNDX achieves a 14.46% return, which is significantly higher than VTTVX's 10.97% return. Over the past 10 years, VWNDX has outperformed VTTVX with an annualized return of 10.16%, while VTTVX has yielded a comparatively lower 6.55% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VWNDX vs. VTTVX - Expense Ratio Comparison
VWNDX has a 0.30% expense ratio, which is higher than VTTVX's 0.08% expense ratio.
Risk-Adjusted Performance
VWNDX vs. VTTVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Windsor Fund Investor Shares (VWNDX) and Vanguard Target Retirement 2025 Fund (VTTVX). 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
VWNDX vs. VTTVX - Dividend Comparison
VWNDX's dividend yield for the trailing twelve months is around 1.96%, less than VTTVX's 2.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWNDX Vanguard Windsor Fund Investor Shares | 1.96% | 1.90% | 1.71% | 1.55% | 1.87% | 1.93% | 2.41% | 1.58% | 1.99% | 1.88% | 1.35% | 0.96% |
VTTVX Vanguard Target Retirement 2025 Fund | 2.47% | 2.74% | 2.21% | 2.16% | 1.65% | 2.37% | 2.55% | 1.99% | 2.00% | 2.19% | 1.95% | 1.82% |
Drawdowns
VWNDX vs. VTTVX - Drawdown Comparison
The maximum VWNDX drawdown since its inception was -61.48%, which is greater than VTTVX's maximum drawdown of -46.03%. Use the drawdown chart below to compare losses from any high point for VWNDX and VTTVX. For additional features, visit the drawdowns tool.
Volatility
VWNDX vs. VTTVX - Volatility Comparison
Vanguard Windsor Fund Investor Shares (VWNDX) has a higher volatility of 4.09% compared to Vanguard Target Retirement 2025 Fund (VTTVX) at 1.74%. This indicates that VWNDX's price experiences larger fluctuations and is considered to be riskier than VTTVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.