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:
2.23
VOO:
2.22
TRBCX:
2.90
VOO:
2.95
TRBCX:
1.41
VOO:
1.42
TRBCX:
2.58
VOO:
3.27
TRBCX:
11.89
VOO:
14.57
TRBCX:
3.30%
VOO:
1.90%
TRBCX:
17.66%
VOO:
12.47%
TRBCX:
-54.56%
VOO:
-33.99%
TRBCX:
-1.78%
VOO:
-1.77%
Returns By Period
In the year-to-date period, TRBCX achieves a 39.10% return, which is significantly higher than VOO's 26.92% return. Over the past 10 years, TRBCX has outperformed VOO with an annualized return of 15.11%, while VOO has yielded a comparatively lower 13.12% annualized return.
TRBCX
39.10%
3.60%
12.85%
39.42%
15.17%
15.11%
VOO
26.92%
0.27%
10.43%
27.36%
14.95%
13.12%
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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 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 8.85%, more than VOO's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRBCX T. Rowe Price Blue Chip Growth Fund | 8.85% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% | 4.85% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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 4.91% compared to Vanguard S&P 500 ETF (VOO) at 3.78%. 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.