PRISX vs. VOO
PRISX (T. Rowe Price Financial Services Fund) and VOO (Vanguard S&P 500 ETF) are both funds - PRISX is a Financials Equities fund managed by BlackRock, while VOO is a S&P 500 fund tracking the S&P 500 Index. Over the past 10 years, PRISX returned 15.83%/yr vs 15.14%/yr for VOO. Their 0.78 correlation means they have sometimes moved together and sometimes differently. PRISX charges 0.88%/yr vs 0.03%/yr for VOO.
Performance
PRISX vs. VOO - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, PRISX achieves a 8.91% return, which is significantly lower than VOO's 10.16% return. Both investments have delivered pretty close results over the past 10 years, with PRISX having a 15.83% annualized return and VOO not far behind at 15.14%.
PRISX
- 1D
- 0.72%
- 1M
- 2.89%
- 6M
- 9.60%
- YTD
- 8.91%
- 1Y
- 19.52%
- 3Y*
- 23.21%
- 5Y*
- 13.68%
- 10Y*
- 15.83%
- ALL TIME*
- 10.45%
VOO
- 1D
- 0.71%
- 1M
- 0.26%
- 6M
- 8.58%
- YTD
- 10.16%
- 1Y
- 21.58%
- 3Y*
- 19.42%
- 5Y*
- 12.83%
- 10Y*
- 15.14%
- ALL TIME*
- 14.78%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $3.82B | $3.78B | $5.44B |
PRISX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRISX T. Rowe Price Financial Services Fund | 8.91% | 18.75% | 30.87% | 14.95% | -10.99% | 37.83% | 5.65% | 32.84% | -10.12% | 19.17% |
VOO Vanguard S&P 500 ETF | 10.16% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Correlation
The correlation between PRISX and VOO is 0.54, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.54 |
Correlation (3Y) Balances recent behavior with more history. | 0.61 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.71 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.71 |
Correlation (All Time) Calculated using the full available price history since Sep 9, 2010 | 0.78 |
Over the past year, the correlation between PRISX and VOO has dropped to 0.54 - well below their long-term average of 0.78, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
PRISX vs. VOO — Risk / Return Rank
PRISX
VOO
PRISX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Financial Services Fund (PRISX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PRISX | VOO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.49 | ||
| Sortino ratioReturn per unit of downside risk | -0.64 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.28 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.21 | 2.21 | -1.00 |
| Martin ratioReturn relative to average drawdown | 3.38 | 9.44 | -6.05 |
Loading charts...
Drawdowns
PRISX vs. VOO - Drawdown Comparison
The maximum PRISX drawdown since its inception was -67.34%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PRISX and VOO.
Loading charts...
Drawdown Indicators
| PRISX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.34% | -33.99% | -33.35% |
Max Drawdown (1Y)Largest decline over 1 year | -13.92% | -8.90% | -5.02% |
Max Drawdown (3Y)Largest decline over 3 years | -18.06% | -18.69% | +0.63% |
Max Drawdown (5Y)Largest decline over 5 years | -26.95% | -24.52% | -2.43% |
Max Drawdown (10Y)Largest decline over 10 years | -42.86% | -33.99% | -8.87% |
Current DrawdownCurrent decline from peak | -0.85% | -1.38% | +0.53% |
Average DrawdownAverage peak-to-trough decline | -11.20% | -3.67% | -7.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.98% | 2.08% | +2.90% |
Volatility
PRISX vs. VOO - Volatility Comparison
T. Rowe Price Financial Services Fund (PRISX) has a higher volatility of 4.63% compared to Vanguard S&P 500 ETF (VOO) at 3.54%. This indicates that PRISX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| PRISX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.63% | 3.54% | +1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 12.06% | 10.10% | +1.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.08% | 12.82% | +3.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.04% | 16.93% | +3.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.71% | 18.01% | +3.70% |
PRISX vs. VOO - Expense Ratio Comparison
PRISX has a 0.88% expense ratio, which is higher than VOO's 0.03% expense ratio.
Dividends
PRISX vs. VOO - Dividend Comparison
PRISX's dividend yield for the trailing twelve months is around 6.31%, more than VOO's 1.07% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRISX T. Rowe Price Financial Services Fund | 6.31% | 6.87% | 8.74% | 2.00% | 2.08% | 3.00% | 10.22% | 6.14% | 11.97% | 4.68% | 1.00% | 3.86% |
VOO Vanguard S&P 500 ETF | 1.07% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Frequently Asked Questions
PRISX and VOO have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PRISX has higher volatility (4.63%) compared to VOO (3.54%). In terms of maximum drawdown, PRISX dropped -67.34% vs VOO's -33.99%.
VOO currently has the higher Sharpe Ratio (1.53 vs 1.05), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for PRISX and VOO
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer