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
Returns By Period
In the year-to-date period, TRRCX achieves a 12.07% return, which is significantly lower than VOO's 25.48% return. Over the past 10 years, TRRCX has underperformed VOO with an annualized return of 7.80%, while VOO has yielded a comparatively higher 13.15% annualized return.
TRRCX
12.07%
-0.81%
4.85%
18.14%
8.14%
7.80%
VOO
25.48%
0.99%
11.84%
31.84%
15.62%
13.15%
Key characteristics
| TRRCX | VOO | |
|---|---|---|
| Sharpe Ratio | 2.34 | 2.69 |
| Sortino Ratio | 3.30 | 3.59 |
| Omega Ratio | 1.43 | 1.50 |
| Calmar Ratio | 1.89 | 3.89 |
| Martin Ratio | 15.15 | 17.64 |
| Ulcer Index | 1.23% | 1.86% |
| Daily Std Dev | 7.98% | 12.20% |
| Max Drawdown | -52.28% | -33.99% |
| Current Drawdown | -1.32% | -1.40% |
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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.
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.
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's dividend yield for the trailing twelve months is around 1.75%, more than VOO's 1.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRCX T. Rowe Price Retirement 2030 Fund | 1.75% | 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 | 1.25% | 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
The current volatility for T. Rowe Price Retirement 2030 Fund (TRRCX) is 2.13%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.10%. 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.