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 0.94, 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:
1.44
VOO:
2.21
TRRHX:
2.01
VOO:
2.93
TRRHX:
1.26
VOO:
1.41
TRRHX:
1.67
VOO:
3.25
TRRHX:
9.12
VOO:
14.47
TRRHX:
1.10%
VOO:
1.90%
TRRHX:
7.01%
VOO:
12.43%
TRRHX:
-50.04%
VOO:
-33.99%
TRRHX:
-3.32%
VOO:
-2.87%
Returns By Period
In the year-to-date period, TRRHX achieves a 9.36% return, which is significantly lower than VOO's 25.49% return. Over the past 10 years, TRRHX has underperformed VOO with an annualized return of 6.92%, while VOO has yielded a comparatively higher 13.04% annualized return.
TRRHX
9.36%
-1.32%
3.00%
10.87%
6.41%
6.92%
VOO
25.49%
0.01%
8.65%
27.45%
14.70%
13.04%
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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 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 2.10%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRHX T. Rowe Price Retirement 2025 Fund | 0.00% | 2.30% | 2.41% | 1.40% | 1.29% | 2.02% | 2.07% | 1.65% | 1.74% | 1.74% | 1.59% | 1.43% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
TRRHX vs. VOO - Drawdown Comparison
The maximum TRRHX drawdown since its inception was -50.04%, 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 2.16%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.64%. 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.