TRRGX vs. VOO
Compare and contrast key facts about T. Rowe Price Retirement 2015 Fund (TRRGX) and Vanguard S&P 500 ETF (VOO).
TRRGX is managed by T. Rowe Price. It was launched on Feb 26, 2004. 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: TRRGX or VOO.
Correlation
The correlation between TRRGX and VOO is 0.92, 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
TRRGX vs. VOO - Performance Comparison
Loading data...
Key characteristics
TRRGX:
0.61
VOO:
0.58
TRRGX:
0.91
VOO:
0.96
TRRGX:
1.13
VOO:
1.14
TRRGX:
0.25
VOO:
0.62
TRRGX:
2.38
VOO:
2.36
TRRGX:
2.15%
VOO:
4.90%
TRRGX:
8.30%
VOO:
19.45%
TRRGX:
-45.96%
VOO:
-33.99%
TRRGX:
-14.33%
VOO:
-4.62%
Returns By Period
In the year-to-date period, TRRGX achieves a 2.62% return, which is significantly higher than VOO's -0.22% return. Over the past 10 years, TRRGX has underperformed VOO with an annualized return of 0.57%, while VOO has yielded a comparatively higher 12.59% annualized return.
TRRGX
2.62%
4.96%
0.50%
5.04%
2.55%
0.96%
0.57%
VOO
-0.22%
13.42%
-0.65%
11.15%
16.14%
16.32%
12.59%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TRRGX vs. VOO - Expense Ratio Comparison
TRRGX has a 0.51% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TRRGX vs. VOO — Risk-Adjusted Performance Rank
TRRGX
VOO
TRRGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2015 Fund (TRRGX) 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.
Loading data...
Dividends
TRRGX vs. VOO - Dividend Comparison
TRRGX's dividend yield for the trailing twelve months is around 2.71%, more than VOO's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRGX T. Rowe Price Retirement 2015 Fund | 2.71% | 2.78% | 2.63% | 2.96% | 1.82% | 1.67% | 2.21% | 2.46% | 2.00% | 1.90% | 2.05% | 1.87% |
VOO Vanguard S&P 500 ETF | 1.30% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TRRGX vs. VOO - Drawdown Comparison
The maximum TRRGX drawdown since its inception was -45.96%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TRRGX and VOO. For additional features, visit the drawdowns tool.
Loading data...
Volatility
TRRGX vs. VOO - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2015 Fund (TRRGX) is 1.89%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.80%. This indicates that TRRGX 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.
Loading data...