TRRHX vs. VOO
Compare and contrast key facts about T. Rowe Price Retirement 2025 Fund (TRRHX) and Vanguard S&P 500 ETF (VOO).
TRRHX is managed by T. Rowe Price. It was launched on Feb 27, 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: TRRHX or VOO.
Correlation
The correlation between TRRHX and VOO is 0.93, 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
TRRHX vs. VOO - Performance Comparison
Key characteristics
TRRHX:
0.66
VOO:
0.69
TRRHX:
0.94
VOO:
0.99
TRRHX:
1.12
VOO:
1.13
TRRHX:
0.21
VOO:
0.95
TRRHX:
2.50
VOO:
3.15
TRRHX:
1.94%
VOO:
3.03%
TRRHX:
7.31%
VOO:
13.88%
TRRHX:
-53.06%
VOO:
-33.99%
TRRHX:
-17.09%
VOO:
-7.62%
Returns By Period
In the year-to-date period, TRRHX achieves a 1.57% return, which is significantly higher than VOO's -3.36% return. Over the past 10 years, TRRHX has underperformed VOO with an annualized return of 2.22%, while VOO has yielded a comparatively higher 12.62% annualized return.
TRRHX
1.57%
-0.65%
-1.46%
5.22%
4.97%
2.22%
VOO
-3.36%
-3.02%
-0.09%
10.26%
19.78%
12.62%
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TRRHX vs. VOO - Expense Ratio Comparison
TRRHX has a 0.55% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TRRHX vs. VOO — Risk-Adjusted Performance Rank
TRRHX
VOO
TRRHX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2025 Fund (TRRHX) 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
TRRHX vs. VOO - Dividend Comparison
TRRHX's dividend yield for the trailing twelve months is around 2.46%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRHX T. Rowe Price Retirement 2025 Fund | 2.46% | 2.50% | 2.30% | 2.41% | 1.40% | 1.29% | 2.02% | 2.07% | 1.65% | 1.74% | 1.74% | 1.59% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TRRHX vs. VOO - Drawdown Comparison
The maximum TRRHX drawdown since its inception was -53.06%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TRRHX and VOO. For additional features, visit the drawdowns tool.
Volatility
TRRHX vs. VOO - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2025 Fund (TRRHX) is 2.61%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.70%. This indicates that TRRHX 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.