PRFDX vs. VOO
Compare and contrast key facts about T. Rowe Price Equity Income Fund (PRFDX) and Vanguard S&P 500 ETF (VOO).
PRFDX is managed by T. Rowe Price. It was launched on Oct 31, 1985. 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: PRFDX or VOO.
Correlation
The correlation between PRFDX and VOO is 0.88, 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
PRFDX vs. VOO - Performance Comparison
Key characteristics
PRFDX:
-0.10
VOO:
0.57
PRFDX:
-0.02
VOO:
0.92
PRFDX:
1.00
VOO:
1.13
PRFDX:
-0.09
VOO:
0.58
PRFDX:
-0.26
VOO:
2.42
PRFDX:
6.62%
VOO:
4.51%
PRFDX:
17.08%
VOO:
19.17%
PRFDX:
-61.32%
VOO:
-33.99%
PRFDX:
-13.16%
VOO:
-10.56%
Returns By Period
In the year-to-date period, PRFDX achieves a -1.07% return, which is significantly higher than VOO's -6.43% return. Over the past 10 years, PRFDX has underperformed VOO with an annualized return of 2.55%, while VOO has yielded a comparatively higher 12.02% annualized return.
PRFDX
-1.07%
-5.36%
-10.10%
-2.67%
9.37%
2.55%
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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PRFDX vs. VOO - Expense Ratio Comparison
PRFDX has a 0.63% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PRFDX vs. VOO — Risk-Adjusted Performance Rank
PRFDX
VOO
PRFDX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Equity Income Fund (PRFDX) 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
PRFDX vs. VOO - Dividend Comparison
PRFDX's dividend yield for the trailing twelve months is around 2.07%, more than VOO's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRFDX T. Rowe Price Equity Income Fund | 2.07% | 2.12% | 2.09% | 2.13% | 1.75% | 2.18% | 2.37% | 2.67% | 2.01% | 2.32% | 2.28% | 2.01% |
VOO Vanguard S&P 500 ETF | 1.39% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PRFDX vs. VOO - Drawdown Comparison
The maximum PRFDX drawdown since its inception was -61.32%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PRFDX and VOO. For additional features, visit the drawdowns tool.
Volatility
PRFDX vs. VOO - Volatility Comparison
The current volatility for T. Rowe Price Equity Income Fund (PRFDX) is 11.79%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.97%. This indicates that PRFDX 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.