TRPMX vs. VOO
Compare and contrast key facts about T. Rowe Price Retirement I 2050 Fund (TRPMX) and Vanguard S&P 500 ETF (VOO).
TRPMX is managed by T. Rowe Price. It was launched on Sep 28, 2015. 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: TRPMX or VOO.
Correlation
The correlation between TRPMX and VOO is 0.89, 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
TRPMX vs. VOO - Performance Comparison
Key characteristics
Returns By Period
TRPMX
N/A
N/A
N/A
N/A
N/A
N/A
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TRPMX vs. VOO - Expense Ratio Comparison
TRPMX has a 0.46% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TRPMX vs. VOO — Risk-Adjusted Performance Rank
TRPMX
VOO
TRPMX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement I 2050 Fund (TRPMX) 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
TRPMX vs. VOO - Dividend Comparison
TRPMX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.19%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRPMX T. Rowe Price Retirement I 2050 Fund | 0.00% | 1.08% | 3.38% | 5.94% | 3.81% | 2.76% | 4.60% | 4.84% | 2.92% | 1.52% | 1.14% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TRPMX vs. VOO - Drawdown Comparison
Volatility
TRPMX vs. VOO - Volatility Comparison
The current volatility for T. Rowe Price Retirement I 2050 Fund (TRPMX) is 0.00%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.01%. This indicates that TRPMX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.