TBCIX vs. VOO
Compare and contrast key facts about T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) and Vanguard S&P 500 ETF (VOO).
TBCIX is managed by T. Rowe Price. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TBCIX or VOO.
Key characteristics
| TBCIX | VOO | |
|---|---|---|
| YTD Return | 36.04% | 27.26% |
| 1Y Return | 39.80% | 37.86% |
| 3Y Return (Ann) | 0.15% | 10.35% |
| 5Y Return (Ann) | 11.66% | 16.03% |
| Sharpe Ratio | 2.44 | 3.25 |
| Sortino Ratio | 3.19 | 4.31 |
| Omega Ratio | 1.44 | 1.61 |
| Calmar Ratio | 1.47 | 4.74 |
| Martin Ratio | 12.90 | 21.63 |
| Ulcer Index | 3.30% | 1.85% |
| Daily Std Dev | 17.38% | 12.25% |
| Max Drawdown | -50.64% | -33.99% |
| Current Drawdown | -0.70% | 0.00% |
Correlation
The correlation between TBCIX and VOO 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. VOO - Performance Comparison
In the year-to-date period, TBCIX achieves a 36.04% return, which is significantly higher than VOO's 27.26% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TBCIX vs. VOO - Expense Ratio Comparison
TBCIX has a 0.56% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TBCIX vs. VOO - 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 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.
Dividends
TBCIX vs. VOO - Dividend Comparison
TBCIX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.23%.
| 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% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
TBCIX vs. VOO - Drawdown Comparison
The maximum TBCIX drawdown since its inception was -50.64%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TBCIX and VOO. For additional features, visit the drawdowns tool.
Volatility
TBCIX vs. VOO - Volatility Comparison
T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a higher volatility of 4.93% compared to Vanguard S&P 500 ETF (VOO) at 3.92%. This indicates that TBCIX'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.