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
Key characteristics
TRBCX:
0.70
SPY:
0.72
TRBCX:
1.13
SPY:
1.13
TRBCX:
1.16
SPY:
1.17
TRBCX:
0.78
SPY:
0.76
TRBCX:
2.64
SPY:
3.04
TRBCX:
6.75%
SPY:
4.72%
TRBCX:
25.34%
SPY:
20.06%
TRBCX:
-54.56%
SPY:
-55.19%
TRBCX:
-9.37%
SPY:
-7.25%
Returns By Period
In the year-to-date period, TRBCX achieves a -4.78% return, which is significantly lower than SPY's -3.01% return. Over the past 10 years, TRBCX has outperformed SPY with an annualized return of 13.81%, while SPY has yielded a comparatively lower 12.50% annualized return.
TRBCX
-4.78%
9.33%
-0.26%
14.34%
13.95%
13.81%
SPY
-3.01%
5.60%
-0.12%
12.26%
16.60%
12.50%
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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.
Dividends
TRBCX vs. SPY - Dividend Comparison
TRBCX's dividend yield for the trailing twelve months is around 9.53%, more than SPY's 1.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRBCX T. Rowe Price Blue Chip Growth Fund | 9.53% | 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 | 1.26% | 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.
Volatility
TRBCX vs. SPY - Volatility Comparison
T. Rowe Price Blue Chip Growth Fund (TRBCX) has a higher volatility of 16.80% compared to SPDR S&P 500 ETF (SPY) at 15.07%. 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.