TRRNX vs. VOO
Compare and contrast key facts about T. Rowe Price Retirement 2055 Fund (TRRNX) and Vanguard S&P 500 ETF (VOO).
TRRNX is managed by T. Rowe Price. It was launched on Dec 28, 2006. 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: TRRNX or VOO.
Correlation
The correlation between TRRNX 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
TRRNX vs. VOO - Performance Comparison
Key characteristics
TRRNX:
1.32
VOO:
2.30
TRRNX:
1.82
VOO:
3.05
TRRNX:
1.24
VOO:
1.43
TRRNX:
1.96
VOO:
3.39
TRRNX:
7.91
VOO:
15.10
TRRNX:
1.88%
VOO:
1.90%
TRRNX:
11.31%
VOO:
12.48%
TRRNX:
-53.59%
VOO:
-33.99%
TRRNX:
-4.58%
VOO:
-0.76%
Returns By Period
In the year-to-date period, TRRNX achieves a 14.11% return, which is significantly lower than VOO's 28.23% return. Over the past 10 years, TRRNX has underperformed VOO with an annualized return of 8.93%, while VOO has yielded a comparatively higher 13.23% annualized return.
TRRNX
14.11%
-2.98%
3.59%
14.89%
9.17%
8.93%
VOO
28.23%
1.30%
11.10%
28.67%
15.07%
13.23%
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TRRNX vs. VOO - Expense Ratio Comparison
TRRNX has a 0.65% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TRRNX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2055 Fund (TRRNX) 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
TRRNX vs. VOO - Dividend Comparison
TRRNX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.21%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRNX T. Rowe Price Retirement 2055 Fund | 0.00% | 1.28% | 1.20% | 0.65% | 0.71% | 1.57% | 1.42% | 1.28% | 1.37% | 1.34% | 1.28% | 1.08% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
TRRNX vs. VOO - Drawdown Comparison
The maximum TRRNX drawdown since its inception was -53.59%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TRRNX and VOO. For additional features, visit the drawdowns tool.
Volatility
TRRNX vs. VOO - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2055 Fund (TRRNX) is 3.43%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.90%. This indicates that TRRNX 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.