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.
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
Key characteristics
TBCIX:
1.44
VOO:
2.25
TBCIX:
1.83
VOO:
2.98
TBCIX:
1.29
VOO:
1.42
TBCIX:
0.98
VOO:
3.31
TBCIX:
7.74
VOO:
14.77
TBCIX:
3.66%
VOO:
1.90%
TBCIX:
19.68%
VOO:
12.46%
TBCIX:
-50.64%
VOO:
-33.99%
TBCIX:
-10.61%
VOO:
-2.47%
Returns By Period
The year-to-date returns for both stocks are quite close, with TBCIX having a 26.74% return and VOO slightly lower at 26.02%.
TBCIX
26.74%
-5.82%
1.74%
27.04%
8.87%
N/A
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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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 0.91%.
| 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 | 0.91% | 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 10.35% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. 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.