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
Key characteristics
TRRGX:
0.72
VOO:
0.54
TRRGX:
1.05
VOO:
0.88
TRRGX:
1.14
VOO:
1.13
TRRGX:
0.28
VOO:
0.55
TRRGX:
2.85
VOO:
2.27
TRRGX:
2.08%
VOO:
4.55%
TRRGX:
8.32%
VOO:
19.19%
TRRGX:
-45.96%
VOO:
-33.99%
TRRGX:
-15.99%
VOO:
-9.90%
Returns By Period
In the year-to-date period, TRRGX achieves a 0.64% return, which is significantly higher than VOO's -5.74% return. Over the past 10 years, TRRGX has underperformed VOO with an annualized return of 0.38%, while VOO has yielded a comparatively higher 12.07% annualized return.
TRRGX
0.64%
-1.09%
-1.07%
6.28%
1.20%
0.38%
VOO
-5.74%
-3.16%
-4.28%
10.88%
16.04%
12.07%
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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.
Dividends
TRRGX vs. VOO - Dividend Comparison
TRRGX's dividend yield for the trailing twelve months is around 2.76%, more than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRGX T. Rowe Price Retirement 2015 Fund | 2.76% | 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 | 1.38% | 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.
Volatility
TRRGX vs. VOO - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2015 Fund (TRRGX) is 5.70%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.96%. 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.