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 0.94, 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:
0.39
VOO:
0.36
TRRCX:
0.64
VOO:
0.63
TRRCX:
1.09
VOO:
1.09
TRRCX:
0.36
VOO:
0.35
TRRCX:
1.36
VOO:
1.66
TRRCX:
3.41%
VOO:
4.00%
TRRCX:
11.89%
VOO:
18.64%
TRRCX:
-55.28%
VOO:
-33.99%
TRRCX:
-8.49%
VOO:
-12.04%
Returns By Period
In the year-to-date period, TRRCX achieves a -2.03% return, which is significantly higher than VOO's -7.98% return. Over the past 10 years, TRRCX has underperformed VOO with an annualized return of 5.30%, while VOO has yielded a comparatively higher 11.99% annualized return.
TRRCX
-2.03%
-3.05%
-3.45%
5.40%
9.73%
5.30%
VOO
-7.98%
-4.19%
-6.68%
8.00%
15.82%
11.99%
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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.
Dividends
TRRCX vs. VOO - Dividend Comparison
TRRCX's dividend yield for the trailing twelve months is around 2.17%, more than VOO's 1.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRCX T. Rowe Price Retirement 2030 Fund | 2.17% | 2.13% | 1.96% | 1.98% | 1.09% | 1.09% | 1.89% | 1.97% | 1.54% | 1.60% | 1.70% | 5.65% |
VOO Vanguard S&P 500 ETF | 1.41% | 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 -55.28%, 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
The current volatility for T. Rowe Price Retirement 2030 Fund (TRRCX) is 7.52%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.25%. 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.