Correlation
The correlation between TRRCX and VOO 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.
TRRCX vs. VOO
Compare and contrast key facts about T. Rowe Price Retirement 2030 Fund (TRRCX) and Vanguard S&P 500 ETF (VOO).
TRRCX 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: TRRCX or VOO.
Performance
TRRCX vs. VOO - Performance Comparison
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Key characteristics
TRRCX:
0.68
VOO:
0.60
TRRCX:
0.88
VOO:
0.88
TRRCX:
1.12
VOO:
1.13
TRRCX:
0.62
VOO:
0.56
TRRCX:
2.71
VOO:
2.13
TRRCX:
2.39%
VOO:
4.91%
TRRCX:
11.18%
VOO:
19.46%
TRRCX:
-52.28%
VOO:
-33.99%
TRRCX:
-1.31%
VOO:
-5.22%
Returns By Period
In the year-to-date period, TRRCX achieves a 2.77% return, which is significantly higher than VOO's -0.85% return. Over the past 10 years, TRRCX has underperformed VOO with an annualized return of 7.34%, while VOO has yielded a comparatively higher 12.64% annualized return.
TRRCX
2.77%
2.97%
0.75%
7.09%
8.82%
9.54%
7.34%
VOO
-0.85%
5.97%
-2.10%
10.85%
15.45%
16.18%
12.64%
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TRRCX vs. VOO - Expense Ratio Comparison
TRRCX has a 0.59% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TRRCX vs. VOO — Risk-Adjusted Performance Rank
TRRCX
VOO
TRRCX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2030 Fund (TRRCX) 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.
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Dividends
TRRCX vs. VOO - Dividend Comparison
TRRCX's dividend yield for the trailing twelve months is around 3.29%, more than VOO's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRCX T. Rowe Price Retirement 2030 Fund | 3.29% | 3.38% | 6.16% | 12.05% | 9.43% | 5.45% | 5.44% | 8.83% | 3.82% | 4.26% | 5.46% | 4.13% |
VOO Vanguard S&P 500 ETF | 1.31% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TRRCX vs. VOO - Drawdown Comparison
The maximum TRRCX drawdown since its inception was -52.28%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TRRCX and VOO.
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Volatility
TRRCX vs. VOO - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2030 Fund (TRRCX) is 2.19%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.44%. This indicates that TRRCX 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.
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