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
Key characteristics
TRSSX:
-0.41
VOO:
0.57
TRSSX:
-0.34
VOO:
0.92
TRSSX:
0.94
VOO:
1.13
TRSSX:
-0.26
VOO:
0.58
TRSSX:
-0.81
VOO:
2.42
TRSSX:
14.33%
VOO:
4.51%
TRSSX:
28.45%
VOO:
19.17%
TRSSX:
-65.07%
VOO:
-33.99%
TRSSX:
-38.85%
VOO:
-10.56%
Returns By Period
In the year-to-date period, TRSSX achieves a -7.48% return, which is significantly lower than VOO's -6.43% return. Over the past 10 years, TRSSX has underperformed VOO with an annualized return of 1.11%, while VOO has yielded a comparatively higher 12.02% annualized return.
TRSSX
-7.48%
-5.11%
-20.65%
-13.05%
2.63%
1.11%
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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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.
Dividends
TRSSX vs. VOO - Dividend Comparison
TRSSX's dividend yield for the trailing twelve months is around 0.78%, less than VOO's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRSSX T. Rowe Price Institutional Small Cap Stock Fund | 0.78% | 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 | 1.39% | 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.
Volatility
TRSSX vs. VOO - Volatility Comparison
T. Rowe Price Institutional Small Cap Stock Fund (TRSSX) and Vanguard S&P 500 ETF (VOO) have volatilities of 13.77% and 13.97%, 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.