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:
0.21
VOO:
0.34
TRBCX:
0.40
VOO:
0.53
TRBCX:
1.05
VOO:
1.07
TRBCX:
0.25
VOO:
0.42
TRBCX:
0.85
VOO:
1.60
TRBCX:
5.05%
VOO:
3.13%
TRBCX:
20.61%
VOO:
14.67%
TRBCX:
-54.56%
VOO:
-33.99%
TRBCX:
-17.11%
VOO:
-12.03%
Returns By Period
In the year-to-date period, TRBCX achieves a -12.91% return, which is significantly lower than VOO's -7.97% return. Over the past 10 years, TRBCX has outperformed VOO with an annualized return of 12.68%, while VOO has yielded a comparatively lower 11.99% annualized return.
TRBCX
-12.91%
-9.23%
-6.79%
3.95%
15.88%
12.68%
VOO
-7.97%
-6.52%
-4.67%
4.91%
18.59%
11.99%
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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 10.42%, more than VOO's 1.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRBCX T. Rowe Price Blue Chip Growth Fund | 10.42% | 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 | 1.41% | 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 10.02% compared to Vanguard S&P 500 ETF (VOO) at 7.31%. 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.