TRRBX vs. VOOV
Compare and contrast key facts about T. Rowe Price Retirement 2020 Fund (TRRBX) and Vanguard S&P 500 Value ETF (VOOV).
TRRBX is managed by T. Rowe Price. It was launched on Sep 29, 2002. VOOV is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Value 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: TRRBX or VOOV.
Correlation
The correlation between TRRBX and VOOV 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
TRRBX vs. VOOV - Performance Comparison
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Key characteristics
TRRBX:
0.58
VOOV:
0.20
TRRBX:
0.81
VOOV:
0.39
TRRBX:
1.11
VOOV:
1.05
TRRBX:
0.20
VOOV:
0.18
TRRBX:
1.95
VOOV:
0.59
TRRBX:
2.45%
VOOV:
5.29%
TRRBX:
8.77%
VOOV:
16.25%
TRRBX:
-49.98%
VOOV:
-37.31%
TRRBX:
-17.73%
VOOV:
-8.14%
Returns By Period
In the year-to-date period, TRRBX achieves a 2.74% return, which is significantly higher than VOOV's -1.33% return. Over the past 10 years, TRRBX has underperformed VOOV with an annualized return of 0.72%, while VOOV has yielded a comparatively higher 9.47% annualized return.
TRRBX
2.74%
4.14%
-0.13%
5.05%
1.71%
0.48%
0.72%
VOOV
-1.33%
5.43%
-6.39%
3.27%
11.08%
14.65%
9.47%
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TRRBX vs. VOOV - Expense Ratio Comparison
TRRBX has a 0.53% expense ratio, which is higher than VOOV's 0.10% expense ratio.
Risk-Adjusted Performance
TRRBX vs. VOOV — Risk-Adjusted Performance Rank
TRRBX
VOOV
TRRBX vs. VOOV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2020 Fund (TRRBX) and Vanguard S&P 500 Value ETF (VOOV). 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.
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Dividends
TRRBX vs. VOOV - Dividend Comparison
TRRBX's dividend yield for the trailing twelve months is around 2.60%, more than VOOV's 2.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRBX T. Rowe Price Retirement 2020 Fund | 2.60% | 2.67% | 2.53% | 2.80% | 1.71% | 1.49% | 2.17% | 2.30% | 1.82% | 1.86% | 1.88% | 5.75% |
VOOV Vanguard S&P 500 Value ETF | 2.18% | 2.10% | 1.69% | 2.19% | 1.87% | 2.45% | 2.10% | 2.65% | 2.13% | 2.24% | 2.36% | 1.98% |
Drawdowns
TRRBX vs. VOOV - Drawdown Comparison
The maximum TRRBX drawdown since its inception was -49.98%, which is greater than VOOV's maximum drawdown of -37.31%. Use the drawdown chart below to compare losses from any high point for TRRBX and VOOV. For additional features, visit the drawdowns tool.
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Volatility
TRRBX vs. VOOV - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2020 Fund (TRRBX) is 1.85%, while Vanguard S&P 500 Value ETF (VOOV) has a volatility of 4.13%. This indicates that TRRBX experiences smaller price fluctuations and is considered to be less risky than VOOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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