PARFX vs. VOO
Compare and contrast key facts about T. Rowe Price Retirement 2050 Fund (PARFX) and Vanguard S&P 500 ETF (VOO).
PARFX is managed by T. Rowe Price. It was launched on Dec 28, 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: PARFX or VOO.
Correlation
The correlation between PARFX and VOO 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
PARFX vs. VOO - Performance Comparison
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Key characteristics
PARFX:
0.37
VOO:
0.52
PARFX:
0.66
VOO:
0.89
PARFX:
1.10
VOO:
1.13
PARFX:
0.35
VOO:
0.57
PARFX:
1.76
VOO:
2.18
PARFX:
3.65%
VOO:
4.85%
PARFX:
16.27%
VOO:
19.11%
PARFX:
-54.73%
VOO:
-33.99%
PARFX:
-7.58%
VOO:
-7.67%
Returns By Period
In the year-to-date period, PARFX achieves a 1.13% return, which is significantly higher than VOO's -3.41% return. Over the past 10 years, PARFX has underperformed VOO with an annualized return of 3.99%, while VOO has yielded a comparatively higher 12.42% annualized return.
PARFX
1.13%
8.14%
-2.89%
5.90%
7.40%
3.99%
VOO
-3.41%
7.59%
-5.06%
9.79%
15.86%
12.42%
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PARFX vs. VOO - Expense Ratio Comparison
PARFX has a 0.89% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PARFX vs. VOO — Risk-Adjusted Performance Rank
PARFX
VOO
PARFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2050 Fund (PARFX) 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
PARFX vs. VOO - Dividend Comparison
PARFX's dividend yield for the trailing twelve months is around 1.12%, less than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PARFX T. Rowe Price Retirement 2050 Fund | 1.12% | 1.13% | 1.14% | 0.90% | 0.45% | 0.63% | 1.29% | 1.22% | 1.10% | 1.07% | 1.19% | 1.05% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PARFX vs. VOO - Drawdown Comparison
The maximum PARFX drawdown since its inception was -54.73%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PARFX and VOO. For additional features, visit the drawdowns tool.
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Volatility
PARFX vs. VOO - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2050 Fund (PARFX) is 5.11%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.83%. This indicates that PARFX 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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