TBCIX vs. VOOG
Compare and contrast key facts about T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) and Vanguard S&P 500 Growth ETF (VOOG).
TBCIX is managed by T. Rowe Price. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth 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 VOOG.
Correlation
The correlation between TBCIX and VOOG is 0.96, 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. VOOG - Performance Comparison
Key characteristics
TBCIX:
1.04
VOOG:
1.78
TBCIX:
1.40
VOOG:
2.34
TBCIX:
1.21
VOOG:
1.32
TBCIX:
0.87
VOOG:
2.54
TBCIX:
4.35
VOOG:
9.86
TBCIX:
4.89%
VOOG:
3.32%
TBCIX:
20.43%
VOOG:
18.36%
TBCIX:
-50.64%
VOOG:
-32.73%
TBCIX:
-9.15%
VOOG:
-1.90%
Returns By Period
The year-to-date returns for both stocks are quite close, with TBCIX having a 3.22% return and VOOG slightly lower at 3.10%.
TBCIX
3.22%
3.22%
6.81%
24.38%
8.72%
N/A
VOOG
3.10%
3.10%
17.28%
36.29%
17.24%
15.64%
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TBCIX vs. VOOG - Expense Ratio Comparison
TBCIX has a 0.56% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
TBCIX vs. VOOG — Risk-Adjusted Performance Rank
TBCIX
VOOG
TBCIX vs. VOOG - 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 Growth ETF (VOOG). 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. VOOG - Dividend Comparison
TBCIX has not paid dividends to shareholders, while VOOG's dividend yield for the trailing twelve months is around 0.47%.
| 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% |
VOOG Vanguard S&P 500 Growth ETF | 0.47% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
Drawdowns
TBCIX vs. VOOG - Drawdown Comparison
The maximum TBCIX drawdown since its inception was -50.64%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for TBCIX and VOOG. For additional features, visit the drawdowns tool.
Volatility
TBCIX vs. VOOG - Volatility Comparison
T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) and Vanguard S&P 500 Growth ETF (VOOG) have volatilities of 6.40% and 6.56%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.