Correlation
The correlation between TILCX and VOO is 0.89, 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.
TILCX vs. VOO
Compare and contrast key facts about T. Rowe Price Large-Cap Value Fund (TILCX) and Vanguard S&P 500 ETF (VOO).
TILCX is managed by T. Rowe Price. It was launched on Mar 31, 2000. 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: TILCX or VOO.
Performance
TILCX vs. VOO - Performance Comparison
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Key characteristics
TILCX:
-0.04
VOO:
0.70
TILCX:
-0.05
VOO:
1.05
TILCX:
0.99
VOO:
1.15
TILCX:
-0.09
VOO:
0.69
TILCX:
-0.27
VOO:
2.62
TILCX:
7.98%
VOO:
4.93%
TILCX:
17.45%
VOO:
19.55%
TILCX:
-58.88%
VOO:
-33.99%
TILCX:
-15.03%
VOO:
-3.45%
Returns By Period
In the year-to-date period, TILCX achieves a 1.08% return, which is significantly higher than VOO's 1.00% return. Over the past 10 years, TILCX has underperformed VOO with an annualized return of 3.19%, while VOO has yielded a comparatively higher 12.81% annualized return.
TILCX
1.08%
3.04%
-11.49%
-0.61%
-3.31%
6.13%
3.19%
VOO
1.00%
6.44%
-0.84%
13.62%
14.14%
15.91%
12.81%
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TILCX vs. VOO - Expense Ratio Comparison
TILCX has a 0.55% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TILCX vs. VOO — Risk-Adjusted Performance Rank
TILCX
VOO
TILCX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Large-Cap Value Fund (TILCX) 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.
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Dividends
TILCX vs. VOO - Dividend Comparison
TILCX's dividend yield for the trailing twelve months is around 8.23%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TILCX T. Rowe Price Large-Cap Value Fund | 8.23% | 8.32% | 8.41% | 19.17% | 6.88% | 3.05% | 5.67% | 7.61% | 4.79% | 4.10% | 6.02% | 3.01% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TILCX vs. VOO - Drawdown Comparison
The maximum TILCX drawdown since its inception was -58.88%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TILCX and VOO.
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Volatility
TILCX vs. VOO - Volatility Comparison
The current volatility for T. Rowe Price Large-Cap Value Fund (TILCX) is 4.47%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.83%. This indicates that TILCX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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