TCHP vs. TBCIX
Compare and contrast key facts about T. Rowe Price Blue Chip Growth ETF (TCHP) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
TCHP is an actively managed fund by T. Rowe Price Group, Inc.. It was launched on Aug 4, 2020. TBCIX is managed by T. Rowe Price.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TCHP or TBCIX.
Key characteristics
| TCHP | TBCIX | |
|---|---|---|
| YTD Return | 36.22% | 36.06% |
| 1Y Return | 47.93% | 42.59% |
| 3Y Return (Ann) | 7.11% | 0.38% |
| Sharpe Ratio | 2.69 | 2.37 |
| Sortino Ratio | 3.49 | 3.11 |
| Omega Ratio | 1.49 | 1.43 |
| Calmar Ratio | 2.63 | 1.37 |
| Martin Ratio | 14.09 | 12.57 |
| Ulcer Index | 3.31% | 3.30% |
| Daily Std Dev | 17.32% | 17.47% |
| Max Drawdown | -42.34% | -50.64% |
| Current Drawdown | 0.00% | -0.69% |
Correlation
The correlation between TCHP and TBCIX is 0.99, 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
TCHP vs. TBCIX - Performance Comparison
The year-to-date returns for both stocks are quite close, with TCHP having a 36.22% return and TBCIX slightly lower at 36.06%. 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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TCHP vs. TBCIX - Expense Ratio Comparison
TCHP has a 0.57% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Risk-Adjusted Performance
TCHP vs. TBCIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Blue Chip Growth ETF (TCHP) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX). 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
TCHP vs. TBCIX - Dividend Comparison
Neither TCHP nor TBCIX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
TCHP T. Rowe Price Blue Chip Growth ETF | 0.00% | 0.00% | 0.00% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
Drawdowns
TCHP vs. TBCIX - Drawdown Comparison
The maximum TCHP drawdown since its inception was -42.34%, smaller than the maximum TBCIX drawdown of -50.64%. Use the drawdown chart below to compare losses from any high point for TCHP and TBCIX. For additional features, visit the drawdowns tool.
Volatility
TCHP vs. TBCIX - Volatility Comparison
T. Rowe Price Blue Chip Growth ETF (TCHP) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) have volatilities of 4.92% and 4.93%, 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.