TRRJX vs. VOO
Compare and contrast key facts about T. Rowe Price Retirement 2035 Fund (TRRJX) and Vanguard S&P 500 ETF (VOO).
TRRJX 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: TRRJX or VOO.
Correlation
The correlation between TRRJX 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
TRRJX vs. VOO - Performance Comparison
Key characteristics
TRRJX:
1.40
VOO:
1.76
TRRJX:
1.95
VOO:
2.37
TRRJX:
1.25
VOO:
1.32
TRRJX:
0.72
VOO:
2.66
TRRJX:
7.02
VOO:
11.10
TRRJX:
1.85%
VOO:
2.02%
TRRJX:
9.34%
VOO:
12.79%
TRRJX:
-56.42%
VOO:
-33.99%
TRRJX:
-7.70%
VOO:
-2.11%
Returns By Period
In the year-to-date period, TRRJX achieves a 3.42% return, which is significantly higher than VOO's 2.40% return. Over the past 10 years, TRRJX has underperformed VOO with an annualized return of 3.75%, while VOO has yielded a comparatively higher 13.05% annualized return.
TRRJX
3.42%
0.18%
2.32%
11.42%
4.27%
3.75%
VOO
2.40%
-1.60%
7.47%
19.76%
15.07%
13.05%
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TRRJX vs. VOO - Expense Ratio Comparison
TRRJX has a 0.59% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TRRJX vs. VOO — Risk-Adjusted Performance Rank
TRRJX
VOO
TRRJX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2035 Fund (TRRJX) 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
TRRJX vs. VOO - Dividend Comparison
TRRJX's dividend yield for the trailing twelve months is around 1.70%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRJX T. Rowe Price Retirement 2035 Fund | 1.70% | 1.76% | 1.67% | 1.55% | 0.87% | 0.94% | 1.79% | 1.78% | 1.48% | 1.47% | 1.52% | 1.44% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TRRJX vs. VOO - Drawdown Comparison
The maximum TRRJX drawdown since its inception was -56.42%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TRRJX and VOO. For additional features, visit the drawdowns tool.
Volatility
TRRJX vs. VOO - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2035 Fund (TRRJX) is 2.39%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.38%. This indicates that TRRJX 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.