TRBCX vs. VIS

Last updated Jun 9, 2026

TRBCX (T. Rowe Price Blue Chip Growth Fund) and VIS (Vanguard Industrials ETF) are both funds - TRBCX is a Large Cap Growth Equities fund actively managed by T. Rowe Price, while VIS is a Industrials Equities fund tracking the MSCI US Investable Market Industrials 25/50 Index. TRBCX is actively managed, while VIS is passively managed. Over the past 10 years, TRBCX returned 17.14%/yr vs 13.91%/yr for VIS. A 0.76 correlation means they provide meaningful diversification when combined. TRBCX charges 0.69%/yr vs 0.09%/yr for VIS.

Performance

TRBCX vs. VIS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T. Rowe Price Blue Chip Growth Fund (TRBCX) and Vanguard Industrials ETF (VIS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, TRBCX achieves a 0.89% return, which is significantly lower than VIS's 13.89% return. Over the past 10 years, TRBCX has outperformed VIS with an annualized return of 17.14%, while VIS has yielded a comparatively lower 13.91% annualized return.

TRBCX

• 1D: -3.33%
• 1M: -2.46%
• YTD: 0.89%
• 6M: 0.12%
• 1Y: 15.48%
• 3Y*: 26.81%
• 5Y*: 12.51%
• 10Y*: 17.14%

VIS

• 1D: -0.31%
• 1M: 0.03%
• YTD: 13.89%
• 6M: 14.16%
• 1Y: 24.77%
• 3Y*: 21.62%
• 5Y*: 12.72%
• 10Y*: 13.91%

*Multi-year figures are annualized to reflect compound growth (CAGR)

TRBCX vs. VIS - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
TRBCX T. Rowe Price Blue Chip Growth Fund	0.89%	18.78%	48.46%	49.42%	-38.57%	17.54%	34.73%	29.97%	2.00%	36.54%
VIS Vanguard Industrials ETF	13.89%	18.57%	16.85%	22.50%	-8.57%	20.80%	12.34%	30.09%	-14.01%	21.47%

Correlation

The correlation between TRBCX and VIS is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.47
Correlation (3Y) Calculated over the trailing 3-year period	0.53
Correlation (5Y) Calculated over the trailing 5-year period	0.63
Correlation (10Y) Calculated over the trailing 10-year period	0.63
Correlation (All Time) Calculated using the full available price history since Sep 29, 2004	0.76

Over the past year, the correlation between TRBCX and VIS has dropped to 0.47 - well below their long-term average of 0.76, suggesting their price drivers have been diverging.

Return for Risk

TRBCX vs. VIS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TRBCX

TRBCX Risk / Return Rank: 13
TRBCX Sharpe Ratio Rank: 14
TRBCX Sortino Ratio Rank: 13
TRBCX Omega Ratio Rank: 14
TRBCX Calmar Ratio Rank: 11
TRBCX Martin Ratio Rank: 12

VIS

VIS Risk / Return Rank: 48
VIS Sharpe Ratio Rank: 48
VIS Sortino Ratio Rank: 50
VIS Omega Ratio Rank: 45
VIS Calmar Ratio Rank: 45
VIS Martin Ratio Rank: 53

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TRBCX vs. VIS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Blue Chip Growth Fund (TRBCX) and Vanguard Industrials ETF (VIS). 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	VIS	Difference
Sharpe ratio: Return per unit of total volatility	0.99	1.51	-0.52
Sortino ratio: Return per unit of downside risk	1.39	2.20	-0.81
Omega ratio: Gain probability vs. loss probability	1.18	1.26	-0.08
Calmar ratio: Return relative to maximum drawdown	0.99	2.02	-1.03
Martin ratio: Return relative to average drawdown	3.34	8.39	-5.05
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

TRBCX vs. VIS - Sharpe Ratio Comparison

The current TRBCX Sharpe Ratio is 0.99, which is lower than the VIS Sharpe Ratio of 1.51. The chart below compares the historical Sharpe Ratios of TRBCX and VIS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	TRBCX	VIS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.99	1.51	-0.52
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.52	0.70	-0.17
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.75	0.68	+0.07
Sharpe Ratio (All Time) Calculated using the full available price history	0.59	0.52	+0.07

Drawdowns

TRBCX vs. VIS - Drawdown Comparison

The maximum TRBCX drawdown since its inception was -54.56%, smaller than the maximum VIS drawdown of -63.51%. Use the drawdown chart below to compare losses from any high point for TRBCX and VIS.

Drawdown Indicators

	TRBCX	VIS	Difference
Max Drawdown Largest peak-to-trough decline	-54.56%	-63.51%	+8.95%
Max Drawdown (1Y) Largest decline over 1 year	-17.01%	-12.29%	-4.72%
Max Drawdown (3Y) Largest decline over 3 years	-23.08%	-20.80%	-2.28%
Max Drawdown (5Y) Largest decline over 5 years	-43.63%	-22.96%	-20.67%
Max Drawdown (10Y) Largest decline over 10 years	-43.63%	-42.42%	-1.21%
Current Drawdown Current decline from peak	-5.01%	-1.85%	-3.16%
Average Drawdown Average peak-to-trough decline	-11.30%	-8.37%	-2.93%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.03%	2.96%	+2.07%

Volatility

TRBCX vs. VIS - Volatility Comparison

T. Rowe Price Blue Chip Growth Fund (TRBCX) has a higher volatility of 4.87% compared to Vanguard Industrials ETF (VIS) at 4.56%. This indicates that TRBCX's price experiences larger fluctuations and is considered to be riskier than VIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	TRBCX	VIS	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.87%	4.56%	+0.31%
Volatility (6M) Calculated over the trailing 6-month period	13.86%	13.57%	+0.29%
Volatility (1Y) Calculated over the trailing 1-year period	17.06%	16.52%	+0.54%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.06%	18.37%	+5.69%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	22.81%	20.44%	+2.37%

TRBCX vs. VIS - Expense Ratio Comparison

TRBCX has a 0.69% expense ratio, which is higher than VIS's 0.09% expense ratio.

Dividends

TRBCX vs. VIS - Dividend Comparison

TRBCX's dividend yield for the trailing twelve months is around 5.20%, more than VIS's 0.90% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
TRBCX T. Rowe Price Blue Chip Growth Fund	5.20%	5.25%	18.16%	3.49%	5.87%	9.38%	1.19%	0.36%	2.44%	2.94%	0.67%	3.26%
VIS Vanguard Industrials ETF	0.90%	1.01%	1.23%	1.36%	1.52%	1.11%	1.38%	1.68%	1.90%	1.60%	1.81%	1.94%

Frequently Asked Questions

Can I hold both TRBCX and VIS in my portfolio?

TRBCX and VIS have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, TRBCX or VIS?

TRBCX has higher volatility (4.87%) compared to VIS (4.56%). In terms of maximum drawdown, TRBCX dropped -54.56% vs VIS's -63.51%.

Which has better risk-adjusted returns?

VIS currently has the higher Sharpe Ratio (1.51 vs 0.99), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.