TRRIX vs. VOO
Compare and contrast key facts about T. Rowe Price Retirement Balanced Fund (TRRIX) and Vanguard S&P 500 ETF (VOO).
TRRIX is managed by T. Rowe Price. It was launched on Sep 30, 2002. 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: TRRIX or VOO.
Correlation
The correlation between TRRIX and VOO is 0.89, 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
TRRIX vs. VOO - Performance Comparison
Key characteristics
TRRIX:
1.72
VOO:
1.88
TRRIX:
2.41
VOO:
2.53
TRRIX:
1.32
VOO:
1.35
TRRIX:
0.48
VOO:
2.81
TRRIX:
7.34
VOO:
11.78
TRRIX:
1.26%
VOO:
2.02%
TRRIX:
5.38%
VOO:
12.67%
TRRIX:
-29.56%
VOO:
-33.99%
TRRIX:
-11.68%
VOO:
0.00%
Returns By Period
In the year-to-date period, TRRIX achieves a 2.74% return, which is significantly lower than VOO's 4.61% return. Over the past 10 years, TRRIX has underperformed VOO with an annualized return of 1.12%, while VOO has yielded a comparatively higher 13.30% annualized return.
TRRIX
2.74%
1.82%
2.22%
9.49%
-0.29%
1.12%
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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TRRIX vs. VOO - Expense Ratio Comparison
TRRIX has a 0.49% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TRRIX vs. VOO — Risk-Adjusted Performance Rank
TRRIX
VOO
TRRIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement Balanced Fund (TRRIX) 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
TRRIX vs. VOO - Dividend Comparison
TRRIX's dividend yield for the trailing twelve months is around 3.11%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRIX T. Rowe Price Retirement Balanced Fund | 3.11% | 3.16% | 2.94% | 3.37% | 2.23% | 1.46% | 1.91% | 1.90% | 1.50% | 1.56% | 1.69% | 3.49% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TRRIX vs. VOO - Drawdown Comparison
The maximum TRRIX drawdown since its inception was -29.56%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TRRIX and VOO. For additional features, visit the drawdowns tool.
Volatility
TRRIX vs. VOO - Volatility Comparison
The current volatility for T. Rowe Price Retirement Balanced Fund (TRRIX) is 1.30%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.01%. This indicates that TRRIX 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.