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:
1.44
SPY:
2.21
TBCIX:
1.83
SPY:
2.93
TBCIX:
1.29
SPY:
1.41
TBCIX:
0.98
SPY:
3.26
TBCIX:
7.74
SPY:
14.43
TBCIX:
3.66%
SPY:
1.90%
TBCIX:
19.68%
SPY:
12.41%
TBCIX:
-50.64%
SPY:
-55.19%
TBCIX:
-10.61%
SPY:
-2.74%
Returns By Period
The year-to-date returns for both stocks are quite close, with TBCIX having a 26.74% return and SPY slightly lower at 25.54%.
TBCIX
26.74%
-5.82%
1.74%
27.04%
8.87%
N/A
SPY
25.54%
-0.42%
8.90%
25.98%
14.66%
12.97%
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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 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 0.86%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.32% | 0.06% | 2.64% | 0.21% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 0.86% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
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 10.35% compared to SPDR S&P 500 ETF (SPY) at 3.72%. 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.