TBCIX vs. SPY
Compare and contrast key facts about T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) and SPDR S&P 500 ETF (SPY).
TBCIX is managed by T. Rowe Price. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TBCIX or SPY.
Correlation
The correlation between TBCIX and SPY is 0.90, 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
TBCIX vs. SPY - Performance Comparison
Key characteristics
TBCIX:
0.35
SPY:
1.15
TBCIX:
0.57
SPY:
1.59
TBCIX:
1.08
SPY:
1.21
TBCIX:
0.34
SPY:
1.78
TBCIX:
1.25
SPY:
7.02
TBCIX:
5.79%
SPY:
2.13%
TBCIX:
20.39%
SPY:
12.98%
TBCIX:
-50.64%
SPY:
-55.19%
TBCIX:
-15.52%
SPY:
-5.88%
Returns By Period
In the year-to-date period, TBCIX achieves a -4.02% return, which is significantly lower than SPY's -1.57% return.
TBCIX
-4.02%
-6.67%
-1.18%
6.44%
8.17%
N/A
SPY
-1.57%
-4.15%
5.16%
14.05%
15.59%
12.75%
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TBCIX vs. SPY - Expense Ratio Comparison
TBCIX has a 0.56% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
TBCIX vs. SPY — Risk-Adjusted Performance Rank
TBCIX
SPY
TBCIX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) and SPDR S&P 500 ETF (SPY). 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
TBCIX vs. SPY - Dividend Comparison
TBCIX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.32% | 0.06% | 2.64% | 0.21% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
TBCIX vs. SPY - Drawdown Comparison
The maximum TBCIX drawdown since its inception was -50.64%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for TBCIX and SPY. For additional features, visit the drawdowns tool.
Volatility
TBCIX vs. SPY - Volatility Comparison
T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a higher volatility of 5.83% compared to SPDR S&P 500 ETF (SPY) at 4.12%. This indicates that TBCIX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.