TRBCX vs. SWPPX
Compare and contrast key facts about T. Rowe Price Blue Chip Growth Fund (TRBCX) and Schwab S&P 500 Index Fund (SWPPX).
TRBCX is managed by T. Rowe Price. It was launched on Jun 30, 1993. SWPPX is a passively managed fund by Charles Schwab that tracks the performance of the S&P 500 Index. It was launched on May 19, 1997.
Performance
TRBCX vs. SWPPX - Performance Comparison
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TRBCX vs. SWPPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRBCX T. Rowe Price Blue Chip Growth Fund | -14.57% | 18.78% | 48.46% | 49.42% | -38.57% | 17.54% | 34.73% | 29.97% | 2.00% | 36.54% |
SWPPX Schwab S&P 500 Index Fund | -7.07% | 17.87% | 24.96% | 26.26% | -18.14% | 28.67% | 18.38% | 31.46% | -4.47% | 21.81% |
Returns By Period
In the year-to-date period, TRBCX achieves a -14.57% return, which is significantly lower than SWPPX's -7.07% return. Over the past 10 years, TRBCX has outperformed SWPPX with an annualized return of 15.42%, while SWPPX has yielded a comparatively lower 13.71% annualized return.
TRBCX
- 1D
- -0.35%
- 1M
- -8.85%
- YTD
- -14.57%
- 6M
- -12.81%
- 1Y
- 11.69%
- 3Y*
- 24.58%
- 5Y*
- 10.10%
- 10Y*
- 15.42%
SWPPX
- 1D
- -0.37%
- 1M
- -7.65%
- YTD
- -7.07%
- 6M
- -4.58%
- 1Y
- 14.43%
- 3Y*
- 17.15%
- 5Y*
- 11.39%
- 10Y*
- 13.71%
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TRBCX vs. SWPPX - Expense Ratio Comparison
TRBCX has a 0.69% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Return for Risk
TRBCX vs. SWPPX — Risk / Return Rank
TRBCX
SWPPX
TRBCX vs. SWPPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Blue Chip Growth Fund (TRBCX) and Schwab S&P 500 Index Fund (SWPPX). 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.
| TRBCX | SWPPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 0.84 | -0.32 |
Sortino ratioReturn per unit of downside risk | 0.89 | 1.30 | -0.40 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.20 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.49 | 1.06 | -0.57 |
Martin ratioReturn relative to average drawdown | 1.72 | 5.14 | -3.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TRBCX | SWPPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 0.84 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.68 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.76 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.48 | +0.09 |
Correlation
The correlation between TRBCX and SWPPX 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.
Dividends
TRBCX vs. SWPPX - Dividend Comparison
TRBCX's dividend yield for the trailing twelve months is around 6.14%, more than SWPPX's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRBCX T. Rowe Price Blue Chip Growth Fund | 6.14% | 5.25% | 18.16% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% |
SWPPX Schwab S&P 500 Index Fund | 1.19% | 1.11% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% |
Drawdowns
TRBCX vs. SWPPX - Drawdown Comparison
The maximum TRBCX drawdown since its inception was -54.56%, roughly equal to the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for TRBCX and SWPPX.
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Drawdown Indicators
| TRBCX | SWPPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.56% | -55.06% | +0.50% |
Max Drawdown (1Y)Largest decline over 1 year | -17.01% | -12.10% | -4.91% |
Max Drawdown (5Y)Largest decline over 5 years | -43.63% | -24.51% | -19.12% |
Max Drawdown (10Y)Largest decline over 10 years | -43.63% | -33.80% | -9.83% |
Current DrawdownCurrent decline from peak | -17.01% | -8.89% | -8.12% |
Average DrawdownAverage peak-to-trough decline | -11.35% | -10.00% | -1.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 2.49% | +2.37% |
Volatility
TRBCX vs. SWPPX - Volatility Comparison
T. Rowe Price Blue Chip Growth Fund (TRBCX) has a higher volatility of 5.58% compared to Schwab S&P 500 Index Fund (SWPPX) at 4.29%. This indicates that TRBCX's price experiences larger fluctuations and is considered to be riskier than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TRBCX | SWPPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 4.29% | +1.29% |
Volatility (6M)Calculated over the trailing 6-month period | 13.15% | 9.11% | +4.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.22% | 18.14% | +5.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.00% | 16.89% | +7.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.73% | 18.19% | +4.54% |