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.
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.
Performance
TRRCX vs. VOO - Performance Comparison
Key characteristics
TRRCX:
1.07
VOO:
2.25
TRRCX:
1.46
VOO:
2.98
TRRCX:
1.20
VOO:
1.42
TRRCX:
1.37
VOO:
3.31
TRRCX:
6.75
VOO:
14.77
TRRCX:
1.35%
VOO:
1.90%
TRRCX:
8.49%
VOO:
12.46%
TRRCX:
-52.28%
VOO:
-33.99%
TRRCX:
-6.34%
VOO:
-2.47%
Returns By Period
In the year-to-date period, TRRCX achieves a 7.39% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, TRRCX has underperformed VOO with an annualized return of 7.23%, while VOO has yielded a comparatively higher 13.08% annualized return.
TRRCX
7.39%
-4.60%
0.43%
7.98%
6.53%
7.23%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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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 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.
Dividends
TRRCX vs. VOO - Dividend Comparison
TRRCX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 0.91%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRCX T. Rowe Price Retirement 2030 Fund | 0.00% | 1.96% | 1.98% | 1.09% | 1.09% | 1.89% | 1.97% | 1.54% | 1.60% | 1.70% | 5.65% | 1.28% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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. For additional features, visit the drawdowns tool.
Volatility
TRRCX vs. VOO - Volatility Comparison
T. Rowe Price Retirement 2030 Fund (TRRCX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.58% and 3.75%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.