TBCIX vs. QQQ
Compare and contrast key facts about T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) and Invesco QQQ ETF (QQQ).
TBCIX is managed by T. Rowe Price. QQQ is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Mar 10, 1999.
Performance
TBCIX vs. QQQ - Performance Comparison
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TBCIX vs. QQQ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | -14.54% | 18.94% | 48.73% | 49.61% | -38.48% | 18.30% | 34.90% | 30.30% | 2.13% | 36.68% |
QQQ Invesco QQQ ETF | -5.93% | 20.77% | 25.58% | 54.86% | -32.58% | 27.42% | 48.62% | 38.96% | -0.13% | 32.66% |
Returns By Period
In the year-to-date period, TBCIX achieves a -14.54% return, which is significantly lower than QQQ's -5.93% return. Over the past 10 years, TBCIX has underperformed QQQ with an annualized return of 15.65%, while QQQ has yielded a comparatively higher 18.85% annualized return.
TBCIX
- 1D
- -0.35%
- 1M
- -8.84%
- YTD
- -14.54%
- 6M
- -12.75%
- 1Y
- 11.84%
- 3Y*
- 24.77%
- 5Y*
- 10.38%
- 10Y*
- 15.65%
QQQ
- 1D
- 3.39%
- 1M
- -4.84%
- YTD
- -5.93%
- 6M
- -3.62%
- 1Y
- 23.68%
- 3Y*
- 22.32%
- 5Y*
- 12.88%
- 10Y*
- 18.85%
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TBCIX vs. QQQ - Expense Ratio Comparison
TBCIX has a 0.56% expense ratio, which is higher than QQQ's 0.18% expense ratio.
Return for Risk
TBCIX vs. QQQ — Risk / Return Rank
TBCIX
QQQ
TBCIX vs. QQQ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) and Invesco QQQ ETF (QQQ). 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.
| TBCIX | QQQ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 1.05 | -0.51 |
Sortino ratioReturn per unit of downside risk | 0.94 | 1.63 | -0.69 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.23 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.50 | 1.88 | -1.37 |
Martin ratioReturn relative to average drawdown | 1.75 | 6.95 | -5.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TBCIX | QQQ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 1.05 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.58 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.85 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.37 | +0.29 |
Correlation
The correlation between TBCIX and QQQ is 0.95, 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.
Dividends
TBCIX vs. QQQ - Dividend Comparison
TBCIX's dividend yield for the trailing twelve months is around 6.09%, more than QQQ's 0.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 6.09% | 5.20% | 18.28% | 3.47% | 5.84% | 10.03% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% | 0.00% |
QQQ Invesco QQQ ETF | 0.49% | 0.45% | 0.56% | 0.62% | 0.80% | 0.43% | 0.55% | 0.74% | 0.91% | 0.84% | 1.06% | 0.99% |
Drawdowns
TBCIX vs. QQQ - Drawdown Comparison
The maximum TBCIX drawdown since its inception was -43.26%, smaller than the maximum QQQ drawdown of -82.97%. Use the drawdown chart below to compare losses from any high point for TBCIX and QQQ.
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Drawdown Indicators
| TBCIX | QQQ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.26% | -82.97% | +39.71% |
Max Drawdown (1Y)Largest decline over 1 year | -16.96% | -12.62% | -4.34% |
Max Drawdown (5Y)Largest decline over 5 years | -43.26% | -35.12% | -8.14% |
Max Drawdown (10Y)Largest decline over 10 years | -43.26% | -35.12% | -8.14% |
Current DrawdownCurrent decline from peak | -16.96% | -8.98% | -7.98% |
Average DrawdownAverage peak-to-trough decline | -8.15% | -32.99% | +24.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.87% | 3.41% | +1.46% |
Volatility
TBCIX vs. QQQ - Volatility Comparison
The current volatility for T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) is 5.58%, while Invesco QQQ ETF (QQQ) has a volatility of 6.51%. This indicates that TBCIX experiences smaller price fluctuations and is considered to be less risky than QQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TBCIX | QQQ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 6.51% | -0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 11.76% | 12.77% | -1.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.49% | 22.67% | -0.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.88% | 22.39% | +1.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.69% | 22.25% | +0.44% |