TRPMX vs. VTI
Compare and contrast key facts about T. Rowe Price Retirement I 2050 Fund (TRPMX) and Vanguard Total Stock Market ETF (VTI).
TRPMX is managed by T. Rowe Price. It was launched on Sep 28, 2015. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRPMX or VTI.
Correlation
The correlation between TRPMX and VTI is 0.88, 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. VTI - Performance Comparison
Key characteristics
Returns By Period
TRPMX
N/A
N/A
N/A
N/A
N/A
N/A
VTI
-6.29%
-3.40%
-4.58%
9.95%
15.58%
11.38%
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TRPMX vs. VTI - Expense Ratio Comparison
TRPMX has a 0.46% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
TRPMX vs. VTI — Risk-Adjusted Performance Rank
TRPMX
VTI
TRPMX vs. VTI - 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 Total Stock Market ETF (VTI). 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. VTI - Dividend Comparison
TRPMX has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.39%.
| 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% |
VTI Vanguard Total Stock Market ETF | 1.39% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
TRPMX vs. VTI - Drawdown Comparison
Volatility
TRPMX vs. VTI - Volatility Comparison
The current volatility for T. Rowe Price Retirement I 2050 Fund (TRPMX) is 0.00%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 14.83%. This indicates that TRPMX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.