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:
0.64
VOO:
0.57
TRRHX:
0.95
VOO:
0.92
TRRHX:
1.13
VOO:
1.13
TRRHX:
0.27
VOO:
0.58
TRRHX:
2.45
VOO:
2.42
TRRHX:
2.50%
VOO:
4.51%
TRRHX:
9.53%
VOO:
19.17%
TRRHX:
-53.06%
VOO:
-33.99%
TRRHX:
-18.23%
VOO:
-10.56%
Returns By Period
In the year-to-date period, TRRHX achieves a 0.18% return, which is significantly higher than VOO's -6.43% return. Over the past 10 years, TRRHX has underperformed VOO with an annualized return of 1.86%, while VOO has yielded a comparatively higher 12.02% annualized return.
TRRHX
0.18%
-2.07%
-2.19%
5.46%
2.76%
1.86%
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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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 2.50%, more than VOO's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRHX T. Rowe Price Retirement 2025 Fund | 2.50% | 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 | 1.39% | 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 6.57%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.97%. 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.