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 0.95, 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:
1.12
VOO:
2.22
TRRJX:
1.56
VOO:
2.95
TRRJX:
1.20
VOO:
1.42
TRRJX:
1.52
VOO:
3.27
TRRJX:
6.69
VOO:
14.57
TRRJX:
1.58%
VOO:
1.90%
TRRJX:
9.46%
VOO:
12.47%
TRRJX:
-53.57%
VOO:
-33.99%
TRRJX:
-5.79%
VOO:
-1.77%
Returns By Period
In the year-to-date period, TRRJX achieves a 9.76% return, which is significantly lower than VOO's 26.92% return. Over the past 10 years, TRRJX has underperformed VOO with an annualized return of 7.88%, while VOO has yielded a comparatively higher 13.12% annualized return.
TRRJX
9.76%
-4.26%
1.44%
10.39%
7.55%
7.88%
VOO
26.92%
0.27%
10.43%
27.36%
14.95%
13.12%
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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 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 has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.23%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRJX T. Rowe Price Retirement 2035 Fund | 0.00% | 1.67% | 1.55% | 0.87% | 0.94% | 1.79% | 1.78% | 1.48% | 1.47% | 1.52% | 1.44% | 1.04% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
TRRJX vs. VOO - Drawdown Comparison
The maximum TRRJX drawdown since its inception was -53.57%, 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 3.11%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.78%. 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.