TRRYX vs. VOO
Compare and contrast key facts about T. Rowe Price Retirement 2060 Fund (TRRYX) and Vanguard S&P 500 ETF (VOO).
TRRYX is managed by T. Rowe Price. It was launched on Jun 22, 2014. 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: TRRYX or VOO.
Correlation
The correlation between TRRYX 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
TRRYX vs. VOO - Performance Comparison
Key characteristics
TRRYX:
1.33
VOO:
2.25
TRRYX:
1.84
VOO:
2.98
TRRYX:
1.24
VOO:
1.42
TRRYX:
1.98
VOO:
3.31
TRRYX:
8.20
VOO:
14.77
TRRYX:
1.84%
VOO:
1.90%
TRRYX:
11.31%
VOO:
12.46%
TRRYX:
-32.54%
VOO:
-33.99%
TRRYX:
-5.55%
VOO:
-2.47%
Returns By Period
In the year-to-date period, TRRYX achieves a 12.70% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, TRRYX has underperformed VOO with an annualized return of 8.59%, while VOO has yielded a comparatively higher 13.08% annualized return.
TRRYX
12.70%
-3.51%
2.80%
13.40%
8.75%
8.59%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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TRRYX vs. VOO - Expense Ratio Comparison
TRRYX has a 0.90% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TRRYX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2060 Fund (TRRYX) 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
TRRYX vs. VOO - Dividend Comparison
TRRYX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 0.91%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRYX T. Rowe Price Retirement 2060 Fund | 0.00% | 1.13% | 1.03% | 0.44% | 0.62% | 1.27% | 1.14% | 1.08% | 0.99% | 1.24% | 1.01% | 0.00% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
TRRYX vs. VOO - Drawdown Comparison
The maximum TRRYX drawdown since its inception was -32.54%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TRRYX and VOO. For additional features, visit the drawdowns tool.
Volatility
TRRYX vs. VOO - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2060 Fund (TRRYX) is 3.35%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.75%. This indicates that TRRYX 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.