TRRYX vs. VIG
Compare and contrast key facts about T. Rowe Price Retirement 2060 Fund (TRRYX) and Vanguard Dividend Appreciation ETF (VIG).
TRRYX is managed by T. Rowe Price. It was launched on Jun 22, 2014. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Apr 21, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRRYX or VIG.
Correlation
The correlation between TRRYX and VIG 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
TRRYX vs. VIG - Performance Comparison
Key characteristics
TRRYX:
0.40
VIG:
0.56
TRRYX:
0.67
VIG:
0.89
TRRYX:
1.10
VIG:
1.13
TRRYX:
0.43
VIG:
0.59
TRRYX:
1.90
VIG:
2.59
TRRYX:
3.52%
VIG:
3.40%
TRRYX:
16.56%
VIG:
15.75%
TRRYX:
-32.54%
VIG:
-46.81%
TRRYX:
-6.29%
VIG:
-7.63%
Returns By Period
In the year-to-date period, TRRYX achieves a -1.10% return, which is significantly higher than VIG's -3.20% return. Over the past 10 years, TRRYX has underperformed VIG with an annualized return of 5.53%, while VIG has yielded a comparatively higher 10.94% annualized return.
TRRYX
-1.10%
-2.75%
-2.67%
7.02%
9.48%
5.53%
VIG
-3.20%
-3.07%
-3.29%
8.84%
13.07%
10.94%
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TRRYX vs. VIG - Expense Ratio Comparison
TRRYX has a 0.90% expense ratio, which is higher than VIG's 0.06% expense ratio.
Risk-Adjusted Performance
TRRYX vs. VIG — Risk-Adjusted Performance Rank
TRRYX
VIG
TRRYX vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2060 Fund (TRRYX) and Vanguard Dividend Appreciation ETF (VIG). 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
TRRYX vs. VIG - Dividend Comparison
TRRYX's dividend yield for the trailing twelve months is around 1.18%, less than VIG's 1.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRYX T. Rowe Price Retirement 2060 Fund | 1.18% | 1.16% | 1.13% | 1.03% | 0.44% | 0.62% | 1.27% | 1.14% | 1.08% | 0.99% | 1.24% | 1.01% |
VIG Vanguard Dividend Appreciation ETF | 1.88% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% |
Drawdowns
TRRYX vs. VIG - Drawdown Comparison
The maximum TRRYX drawdown since its inception was -32.54%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for TRRYX and VIG. For additional features, visit the drawdowns tool.
Volatility
TRRYX vs. VIG - Volatility Comparison
T. Rowe Price Retirement 2060 Fund (TRRYX) and Vanguard Dividend Appreciation ETF (VIG) have volatilities of 11.95% and 11.67%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.