TRRKX vs. VOO
Compare and contrast key facts about T. Rowe Price Retirement 2045 Fund (TRRKX) and Vanguard S&P 500 ETF (VOO).
TRRKX is managed by T. Rowe Price. It was launched on May 30, 2005. 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: TRRKX or VOO.
Correlation
The correlation between TRRKX 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
TRRKX vs. VOO - Performance Comparison
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Key characteristics
TRRKX:
0.40
VOO:
0.52
TRRKX:
0.71
VOO:
0.89
TRRKX:
1.10
VOO:
1.13
TRRKX:
0.39
VOO:
0.57
TRRKX:
1.94
VOO:
2.18
TRRKX:
3.55%
VOO:
4.85%
TRRKX:
15.99%
VOO:
19.11%
TRRKX:
-56.15%
VOO:
-33.99%
TRRKX:
-6.64%
VOO:
-7.67%
Returns By Period
In the year-to-date period, TRRKX achieves a 1.39% return, which is significantly higher than VOO's -3.41% return. Over the past 10 years, TRRKX has underperformed VOO with an annualized return of 4.20%, while VOO has yielded a comparatively higher 12.42% annualized return.
TRRKX
1.39%
5.47%
-2.50%
6.39%
7.63%
4.20%
VOO
-3.41%
3.92%
-5.06%
9.92%
15.85%
12.42%
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TRRKX vs. VOO - Expense Ratio Comparison
TRRKX has a 0.63% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TRRKX vs. VOO — Risk-Adjusted Performance Rank
TRRKX
VOO
TRRKX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2045 Fund (TRRKX) 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.
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Dividends
TRRKX vs. VOO - Dividend Comparison
TRRKX's dividend yield for the trailing twelve months is around 1.93%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRKX T. Rowe Price Retirement 2045 Fund | 1.93% | 1.96% | 4.40% | 7.83% | 5.58% | 4.52% | 5.94% | 8.98% | 3.52% | 4.55% | 5.64% | 3.56% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TRRKX vs. VOO - Drawdown Comparison
The maximum TRRKX drawdown since its inception was -56.15%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TRRKX and VOO. For additional features, visit the drawdowns tool.
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Volatility
TRRKX vs. VOO - Volatility Comparison
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