TRBCX vs. VOO
Compare and contrast key facts about T. Rowe Price Blue Chip Growth Fund (TRBCX) and Vanguard S&P 500 ETF (VOO).
TRBCX is managed by T. Rowe Price. It was launched on Jun 30, 1993. 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: TRBCX or VOO.
Correlation
The correlation between TRBCX and VOO is 0.91, 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. VOO - Performance Comparison
Key characteristics
TRBCX:
1.41
VOO:
1.70
TRBCX:
1.94
VOO:
2.30
TRBCX:
1.26
VOO:
1.31
TRBCX:
2.00
VOO:
2.58
TRBCX:
7.50
VOO:
10.72
TRBCX:
3.43%
VOO:
2.03%
TRBCX:
17.97%
VOO:
12.66%
TRBCX:
-54.56%
VOO:
-33.99%
TRBCX:
-4.56%
VOO:
-2.58%
Returns By Period
In the year-to-date period, TRBCX achieves a 0.28% return, which is significantly lower than VOO's 1.92% return. Over the past 10 years, TRBCX has outperformed VOO with an annualized return of 14.24%, while VOO has yielded a comparatively lower 13.05% annualized return.
TRBCX
0.28%
-4.14%
8.84%
21.75%
14.66%
14.24%
VOO
1.92%
-1.77%
7.22%
19.19%
15.78%
13.05%
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TRBCX vs. VOO - Expense Ratio Comparison
TRBCX has a 0.69% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TRBCX vs. VOO — Risk-Adjusted Performance Rank
TRBCX
VOO
TRBCX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Blue Chip Growth Fund (TRBCX) 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.
Dividends
TRBCX vs. VOO - Dividend Comparison
TRBCX's dividend yield for the trailing twelve months is around 9.05%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRBCX T. Rowe Price Blue Chip Growth Fund | 9.05% | 9.08% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% | 4.85% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TRBCX vs. VOO - Drawdown Comparison
The maximum TRBCX drawdown since its inception was -54.56%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TRBCX and VOO. For additional features, visit the drawdowns tool.
Volatility
TRBCX vs. VOO - Volatility Comparison
T. Rowe Price Blue Chip Growth Fund (TRBCX) has a higher volatility of 5.45% compared to Vanguard S&P 500 ETF (VOO) at 3.34%. This indicates that TRBCX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.