TRRCX vs. IVV
Compare and contrast key facts about T. Rowe Price Retirement 2030 Fund (TRRCX) and iShares Core S&P 500 ETF (IVV).
TRRCX is managed by T. Rowe Price. It was launched on Sep 29, 2002. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRRCX or IVV.
Correlation
The correlation between TRRCX and IVV is 0.95, 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
TRRCX vs. IVV - Performance Comparison
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Key characteristics
TRRCX:
0.68
IVV:
0.69
TRRCX:
1.10
IVV:
1.14
TRRCX:
1.16
IVV:
1.17
TRRCX:
0.67
IVV:
0.76
TRRCX:
2.26
IVV:
2.92
TRRCX:
3.85%
IVV:
4.86%
TRRCX:
12.08%
IVV:
19.61%
TRRCX:
-55.28%
IVV:
-55.25%
TRRCX:
-3.72%
IVV:
-4.60%
Returns By Period
In the year-to-date period, TRRCX achieves a 3.08% return, which is significantly higher than IVV's -0.20% return. Over the past 10 years, TRRCX has underperformed IVV with an annualized return of 5.68%, while IVV has yielded a comparatively higher 12.65% annualized return.
TRRCX
3.08%
6.19%
0.50%
8.18%
10.47%
5.68%
IVV
-0.20%
9.07%
-1.99%
13.43%
17.51%
12.65%
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TRRCX vs. IVV - Expense Ratio Comparison
TRRCX has a 0.59% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
TRRCX vs. IVV — Risk-Adjusted Performance Rank
TRRCX
IVV
TRRCX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2030 Fund (TRRCX) and iShares Core S&P 500 ETF (IVV). 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
TRRCX vs. IVV - Dividend Comparison
TRRCX's dividend yield for the trailing twelve months is around 3.28%, more than IVV's 1.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRCX T. Rowe Price Retirement 2030 Fund | 3.28% | 3.38% | 6.16% | 12.05% | 9.43% | 5.45% | 5.44% | 8.83% | 3.82% | 4.26% | 5.46% | 5.65% |
IVV iShares Core S&P 500 ETF | 1.32% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
TRRCX vs. IVV - Drawdown Comparison
The maximum TRRCX drawdown since its inception was -55.28%, roughly equal to the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for TRRCX and IVV. For additional features, visit the drawdowns tool.
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Volatility
TRRCX vs. IVV - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2030 Fund (TRRCX) is 3.08%, while iShares Core S&P 500 ETF (IVV) has a volatility of 6.34%. This indicates that TRRCX experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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