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 0.94, 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
TRRNX vs. VOO - Performance Comparison
Key characteristics
TRRNX:
0.41
VOO:
0.54
TRRNX:
0.69
VOO:
0.88
TRRNX:
1.10
VOO:
1.13
TRRNX:
0.44
VOO:
0.55
TRRNX:
1.94
VOO:
2.27
TRRNX:
3.52%
VOO:
4.55%
TRRNX:
16.52%
VOO:
19.19%
TRRNX:
-55.03%
VOO:
-33.99%
TRRNX:
-6.38%
VOO:
-9.90%
Returns By Period
In the year-to-date period, TRRNX achieves a -1.01% return, which is significantly higher than VOO's -5.74% return. Over the past 10 years, TRRNX has underperformed VOO with an annualized return of 4.72%, while VOO has yielded a comparatively higher 12.24% annualized return.
TRRNX
-1.01%
-1.10%
-2.61%
6.37%
8.45%
4.72%
VOO
-5.74%
-0.92%
-4.28%
9.78%
15.84%
12.24%
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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 Rank
TRRNX
VOO
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's dividend yield for the trailing twelve months is around 1.31%, less than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRNX T. Rowe Price Retirement 2055 Fund | 1.31% | 1.30% | 1.28% | 1.20% | 0.65% | 0.71% | 1.57% | 1.42% | 1.28% | 1.37% | 1.34% | 1.28% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TRRNX vs. VOO - Drawdown Comparison
The maximum TRRNX drawdown since its inception was -55.03%, 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 11.92%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.96%. 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.