TRBCX vs. SPY
Compare and contrast key facts about T. Rowe Price Blue Chip Growth Fund (TRBCX) and SPDR S&P 500 ETF (SPY).
TRBCX is managed by T. Rowe Price. It was launched on Jun 30, 1993. 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: TRBCX or SPY.
Correlation
The correlation between TRBCX and SPY is 0.94, 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
TRBCX vs. SPY - Performance Comparison
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Key characteristics
TRBCX:
0.70
SPY:
0.66
TRBCX:
1.11
SPY:
1.08
TRBCX:
1.16
SPY:
1.16
TRBCX:
0.76
SPY:
0.72
TRBCX:
2.50
SPY:
2.78
TRBCX:
6.93%
SPY:
4.88%
TRBCX:
25.64%
SPY:
20.26%
TRBCX:
-54.56%
SPY:
-55.19%
TRBCX:
-3.47%
SPY:
-2.99%
Returns By Period
The year-to-date returns for both investments are quite close, with TRBCX having a 1.42% return and SPY slightly higher at 1.46%. Over the past 10 years, TRBCX has outperformed SPY with an annualized return of 14.11%, while SPY has yielded a comparatively lower 12.71% annualized return.
TRBCX
1.42%
17.83%
2.16%
17.14%
23.16%
13.58%
14.11%
SPY
1.46%
12.62%
1.07%
13.27%
16.71%
16.68%
12.71%
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TRBCX vs. SPY - Expense Ratio Comparison
TRBCX has a 0.69% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
TRBCX vs. SPY — Risk-Adjusted Performance Rank
TRBCX
SPY
TRBCX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Blue Chip Growth Fund (TRBCX) 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.
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Dividends
TRBCX vs. SPY - Dividend Comparison
TRBCX's dividend yield for the trailing twelve months is around 8.95%, more than SPY's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRBCX T. Rowe Price Blue Chip Growth Fund | 8.95% | 9.08% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% | 4.85% |
SPY SPDR S&P 500 ETF | 1.21% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
TRBCX vs. SPY - Drawdown Comparison
The maximum TRBCX drawdown since its inception was -54.56%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for TRBCX and SPY. For additional features, visit the drawdowns tool.
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Volatility
TRBCX vs. SPY - Volatility Comparison
T. Rowe Price Blue Chip Growth Fund (TRBCX) has a higher volatility of 7.02% compared to SPDR S&P 500 ETF (SPY) at 4.66%. This indicates that TRBCX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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