Correlation
The correlation between TRRAX and VOO is 0.92, 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.
TRRAX vs. VOO
Compare and contrast key facts about T. Rowe Price Retirement 2010 Fund (TRRAX) and Vanguard S&P 500 ETF (VOO).
TRRAX is managed by T. Rowe Price. It was launched on Sep 29, 2002. 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: TRRAX or VOO.
Performance
TRRAX vs. VOO - Performance Comparison
Loading data...
Key characteristics
TRRAX:
1.02
VOO:
0.72
TRRAX:
1.55
VOO:
1.14
TRRAX:
1.22
VOO:
1.17
TRRAX:
1.20
VOO:
0.76
TRRAX:
5.30
VOO:
2.87
TRRAX:
1.60%
VOO:
4.94%
TRRAX:
7.80%
VOO:
19.55%
TRRAX:
-38.81%
VOO:
-33.99%
TRRAX:
0.00%
VOO:
-2.99%
Returns By Period
In the year-to-date period, TRRAX achieves a 3.56% return, which is significantly higher than VOO's 1.48% return. Over the past 10 years, TRRAX has underperformed VOO with an annualized return of 5.58%, while VOO has yielded a comparatively higher 12.96% annualized return.
TRRAX
3.56%
1.68%
1.15%
7.89%
6.44%
5.97%
5.58%
VOO
1.48%
4.65%
-1.16%
13.95%
14.76%
15.43%
12.96%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TRRAX vs. VOO - Expense Ratio Comparison
TRRAX has a 0.49% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TRRAX vs. VOO — Risk-Adjusted Performance Rank
TRRAX
VOO
TRRAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2010 Fund (TRRAX) 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.
Loading data...
Dividends
TRRAX vs. VOO - Dividend Comparison
TRRAX's dividend yield for the trailing twelve months is around 3.96%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRAX T. Rowe Price Retirement 2010 Fund | 3.96% | 4.10% | 4.33% | 11.83% | 13.61% | 9.86% | 4.55% | 8.50% | 5.96% | 4.21% | 4.21% | 5.53% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TRRAX vs. VOO - Drawdown Comparison
The maximum TRRAX drawdown since its inception was -38.81%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TRRAX and VOO.
Loading data...
Volatility
TRRAX vs. VOO - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2010 Fund (TRRAX) is 1.71%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.83%. This indicates that TRRAX 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.
Loading data...