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
Key characteristics
PARFX:
0.24
VOO:
0.32
PARFX:
0.44
VOO:
0.57
PARFX:
1.06
VOO:
1.08
PARFX:
0.21
VOO:
0.32
PARFX:
1.15
VOO:
1.42
PARFX:
3.32%
VOO:
4.19%
PARFX:
16.10%
VOO:
18.73%
PARFX:
-54.73%
VOO:
-33.99%
PARFX:
-12.62%
VOO:
-13.85%
Returns By Period
In the year-to-date period, PARFX achieves a -4.39% return, which is significantly higher than VOO's -9.88% return. Over the past 10 years, PARFX has underperformed VOO with an annualized return of 3.39%, while VOO has yielded a comparatively higher 11.61% annualized return.
PARFX
-4.39%
-5.81%
-7.43%
5.01%
7.10%
3.39%
VOO
-9.88%
-6.64%
-9.35%
7.75%
15.13%
11.61%
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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.
Dividends
PARFX vs. VOO - Dividend Comparison
PARFX's dividend yield for the trailing twelve months is around 1.18%, less than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PARFX T. Rowe Price Retirement 2050 Fund | 1.18% | 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 | 1.44% | 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.
Volatility
PARFX vs. VOO - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2050 Fund (PARFX) is 11.37%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.31%. 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.