TILCX vs. SPY
Compare and contrast key facts about T. Rowe Price Large-Cap Value Fund (TILCX) and SPDR S&P 500 ETF (SPY).
TILCX is managed by T. Rowe Price. It was launched on Mar 31, 2000. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TILCX or SPY.
Correlation
The correlation between TILCX and SPY is 0.92, 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
TILCX vs. SPY - Performance Comparison
Key characteristics
TILCX:
0.76
SPY:
1.87
TILCX:
1.03
SPY:
2.52
TILCX:
1.16
SPY:
1.35
TILCX:
0.51
SPY:
2.81
TILCX:
2.07
SPY:
11.69
TILCX:
4.58%
SPY:
2.02%
TILCX:
12.47%
SPY:
12.65%
TILCX:
-58.88%
SPY:
-55.19%
TILCX:
-10.81%
SPY:
0.00%
Returns By Period
In the year-to-date period, TILCX achieves a 6.10% return, which is significantly higher than SPY's 4.58% return. Over the past 10 years, TILCX has underperformed SPY with an annualized return of 3.72%, while SPY has yielded a comparatively higher 13.23% annualized return.
TILCX
6.10%
2.42%
-0.54%
9.73%
2.91%
3.72%
SPY
4.58%
2.57%
10.04%
24.97%
14.73%
13.23%
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TILCX vs. SPY - Expense Ratio Comparison
TILCX has a 0.55% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
TILCX vs. SPY — Risk-Adjusted Performance Rank
TILCX
SPY
TILCX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Large-Cap Value Fund (TILCX) and SPDR S&P 500 ETF (SPY). 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
TILCX vs. SPY - Dividend Comparison
TILCX's dividend yield for the trailing twelve months is around 1.86%, more than SPY's 1.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TILCX T. Rowe Price Large-Cap Value Fund | 1.86% | 1.98% | 2.31% | 2.36% | 1.66% | 2.12% | 2.16% | 2.54% | 1.75% | 2.15% | 2.56% | 1.55% |
SPY SPDR S&P 500 ETF | 1.15% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
TILCX vs. SPY - Drawdown Comparison
The maximum TILCX drawdown since its inception was -58.88%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for TILCX and SPY. For additional features, visit the drawdowns tool.
Volatility
TILCX vs. SPY - Volatility Comparison
The current volatility for T. Rowe Price Large-Cap Value Fund (TILCX) is 2.76%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.00%. This indicates that TILCX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.