PDGIX vs. VOO
Compare and contrast key facts about T. Rowe Price Dividend Growth Fund (PDGIX) and Vanguard S&P 500 ETF (VOO).
PDGIX is an actively managed fund by T. Rowe Price. It was launched on Dec 17, 2015. 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.
Performance
PDGIX vs. VOO - Performance Comparison
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PDGIX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PDGIX T. Rowe Price Dividend Growth Fund | -2.44% | 14.91% | 13.63% | 13.82% | -10.08% | 26.19% | 14.06% | 31.90% | -0.93% | 18.98% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, PDGIX achieves a -2.44% return, which is significantly higher than VOO's -4.42% return. Over the past 10 years, PDGIX has underperformed VOO with an annualized return of 12.23%, while VOO has yielded a comparatively higher 14.05% annualized return.
PDGIX
- 1D
- 0.03%
- 1M
- -7.29%
- YTD
- -2.44%
- 6M
- 0.07%
- 1Y
- 9.58%
- 3Y*
- 12.44%
- 5Y*
- 9.40%
- 10Y*
- 12.23%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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PDGIX vs. VOO - Expense Ratio Comparison
PDGIX has a 0.51% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
PDGIX vs. VOO — Risk / Return Rank
PDGIX
VOO
PDGIX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Dividend Growth Fund (PDGIX) 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.
| PDGIX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 0.98 | -0.26 |
Sortino ratioReturn per unit of downside risk | 1.09 | 1.50 | -0.40 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.23 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.81 | 1.53 | -0.72 |
Martin ratioReturn relative to average drawdown | 3.90 | 7.29 | -3.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PDGIX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 0.98 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.70 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.78 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.83 | -0.05 |
Correlation
The correlation between PDGIX and VOO is 0.93, 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.
Dividends
PDGIX vs. VOO - Dividend Comparison
PDGIX's dividend yield for the trailing twelve months is around 8.45%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDGIX T. Rowe Price Dividend Growth Fund | 8.45% | 8.16% | 4.80% | 2.90% | 3.99% | 2.09% | 1.15% | 2.44% | 3.81% | 1.89% | 3.20% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
PDGIX vs. VOO - Drawdown Comparison
The maximum PDGIX drawdown since its inception was -33.17%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PDGIX and VOO.
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Drawdown Indicators
| PDGIX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.17% | -33.99% | +0.82% |
Max Drawdown (1Y)Largest decline over 1 year | -11.27% | -11.98% | +0.71% |
Max Drawdown (5Y)Largest decline over 5 years | -19.21% | -24.52% | +5.31% |
Max Drawdown (10Y)Largest decline over 10 years | -33.17% | -33.99% | +0.82% |
Current DrawdownCurrent decline from peak | -7.30% | -6.29% | -1.01% |
Average DrawdownAverage peak-to-trough decline | -3.40% | -3.72% | +0.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.34% | 2.52% | -0.18% |
Volatility
PDGIX vs. VOO - Volatility Comparison
The current volatility for T. Rowe Price Dividend Growth Fund (PDGIX) is 3.42%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that PDGIX 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.
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Volatility by Period
| PDGIX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.42% | 5.29% | -1.87% |
Volatility (6M)Calculated over the trailing 6-month period | 7.38% | 9.44% | -2.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.00% | 18.10% | -3.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.05% | 16.82% | -2.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.86% | 17.99% | -2.13% |