TRSSX vs. VOO
Compare and contrast key facts about T. Rowe Price Institutional Small Cap Stock Fund (TRSSX) and Vanguard S&P 500 ETF (VOO).
TRSSX is managed by T. Rowe Price. It was launched on Mar 31, 2000. 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: TRSSX or VOO.
Correlation
The correlation between TRSSX and VOO is 0.86, 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
TRSSX vs. VOO - Performance Comparison
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Key characteristics
TRSSX:
-0.36
VOO:
0.69
TRSSX:
-0.25
VOO:
1.10
TRSSX:
0.95
VOO:
1.16
TRSSX:
-0.22
VOO:
0.73
TRSSX:
-0.62
VOO:
2.79
TRSSX:
15.88%
VOO:
4.89%
TRSSX:
28.64%
VOO:
19.37%
TRSSX:
-65.07%
VOO:
-33.99%
TRSSX:
-34.84%
VOO:
-3.00%
Returns By Period
In the year-to-date period, TRSSX achieves a -1.41% return, which is significantly lower than VOO's 1.48% return. Over the past 10 years, TRSSX has underperformed VOO with an annualized return of 1.80%, while VOO has yielded a comparatively higher 12.78% annualized return.
TRSSX
-1.41%
10.55%
-19.45%
-10.22%
-0.67%
2.22%
1.80%
VOO
1.48%
12.60%
1.07%
13.35%
16.79%
16.77%
12.78%
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TRSSX vs. VOO - Expense Ratio Comparison
TRSSX has a 0.66% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TRSSX vs. VOO — Risk-Adjusted Performance Rank
TRSSX
VOO
TRSSX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Institutional Small Cap Stock Fund (TRSSX) 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
TRSSX vs. VOO - Dividend Comparison
TRSSX's dividend yield for the trailing twelve months is around 0.73%, less than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRSSX T. Rowe Price Institutional Small Cap Stock Fund | 0.73% | 0.72% | 0.44% | 0.23% | 0.06% | 0.16% | 0.16% | 0.25% | 0.34% | 0.27% | 0.43% | 0.34% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TRSSX vs. VOO - Drawdown Comparison
The maximum TRSSX drawdown since its inception was -65.07%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TRSSX and VOO. For additional features, visit the drawdowns tool.
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Volatility
TRSSX vs. VOO - Volatility Comparison
T. Rowe Price Institutional Small Cap Stock Fund (TRSSX) has a higher volatility of 5.30% compared to Vanguard S&P 500 ETF (VOO) at 4.63%. This indicates that TRSSX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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