TBCIX vs. VGT
Compare and contrast key facts about T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) and Vanguard Information Technology ETF (VGT).
TBCIX is managed by T. Rowe Price. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TBCIX or VGT.
Key characteristics
| TBCIX | VGT | |
|---|---|---|
| YTD Return | 36.61% | 29.40% |
| 1Y Return | 40.37% | 41.46% |
| 3Y Return (Ann) | 0.29% | 12.41% |
| 5Y Return (Ann) | 11.67% | 23.00% |
| Sharpe Ratio | 2.33 | 1.94 |
| Sortino Ratio | 3.05 | 2.51 |
| Omega Ratio | 1.42 | 1.35 |
| Calmar Ratio | 1.39 | 2.68 |
| Martin Ratio | 12.24 | 9.65 |
| Ulcer Index | 3.30% | 4.22% |
| Daily Std Dev | 17.35% | 20.96% |
| Max Drawdown | -50.64% | -54.63% |
| Current Drawdown | -0.29% | -0.41% |
Correlation
The correlation between TBCIX and VGT is 0.93, 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. VGT - Performance Comparison
In the year-to-date period, TBCIX achieves a 36.61% return, which is significantly higher than VGT's 29.40% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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TBCIX vs. VGT - Expense Ratio Comparison
TBCIX has a 0.56% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
TBCIX vs. VGT - 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 Vanguard Information Technology ETF (VGT). 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. VGT - Dividend Comparison
TBCIX has not paid dividends to shareholders, while VGT's dividend yield for the trailing twelve months is around 0.60%.
| 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% |
VGT Vanguard Information Technology ETF | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
TBCIX vs. VGT - Drawdown Comparison
The maximum TBCIX drawdown since its inception was -50.64%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for TBCIX and VGT. For additional features, visit the drawdowns tool.
Volatility
TBCIX vs. VGT - Volatility Comparison
The current volatility for T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) is 4.90%, while Vanguard Information Technology ETF (VGT) has a volatility of 6.28%. This indicates that TBCIX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.