POMIX vs. PBDIX
Compare and contrast key facts about T. Rowe Price Total Equity Market Index Fund (POMIX) and T. Rowe Price QM U.S. Bond Index Fund (PBDIX).
POMIX is managed by T. Rowe Price. It was launched on Jan 30, 1998. PBDIX is managed by T. Rowe Price.
Performance
POMIX vs. PBDIX - Performance Comparison
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POMIX vs. PBDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POMIX T. Rowe Price Total Equity Market Index Fund | -6.71% | 18.47% | 23.48% | 26.38% | -19.64% | 25.39% | 19.82% | 30.95% | -5.57% | 19.09% |
PBDIX T. Rowe Price QM U.S. Bond Index Fund | -0.33% | 10.63% | 1.96% | 5.47% | -14.24% | -1.45% | 8.17% | 8.69% | -0.01% | 3.83% |
Returns By Period
In the year-to-date period, POMIX achieves a -6.71% return, which is significantly lower than PBDIX's -0.33% return. Over the past 10 years, POMIX has outperformed PBDIX with an annualized return of 13.02%, while PBDIX has yielded a comparatively lower 2.02% annualized return.
POMIX
- 1D
- -0.45%
- 1M
- -7.76%
- YTD
- -6.71%
- 6M
- -3.17%
- 1Y
- 16.21%
- 3Y*
- 17.16%
- 5Y*
- 10.35%
- 10Y*
- 13.02%
PBDIX
- 1D
- 0.52%
- 1M
- -2.44%
- YTD
- -0.33%
- 6M
- 1.93%
- 1Y
- 7.31%
- 3Y*
- 4.79%
- 5Y*
- 0.69%
- 10Y*
- 2.02%
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POMIX vs. PBDIX - Expense Ratio Comparison
POMIX has a 0.20% expense ratio, which is lower than PBDIX's 0.23% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
POMIX vs. PBDIX — Risk / Return Rank
POMIX
PBDIX
POMIX vs. PBDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Total Equity Market Index Fund (POMIX) and T. Rowe Price QM U.S. Bond Index Fund (PBDIX). 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.
| POMIX | PBDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.73 | -0.80 |
Sortino ratioReturn per unit of downside risk | 1.44 | 2.51 | -1.07 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.31 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 2.64 | -1.52 |
Martin ratioReturn relative to average drawdown | 5.46 | 8.49 | -3.03 |
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
| POMIX | PBDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.73 | -0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.11 | +0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.41 | +0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.85 | -0.44 |
Correlation
The correlation between POMIX and PBDIX is -0.20. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
POMIX vs. PBDIX - Dividend Comparison
POMIX's dividend yield for the trailing twelve months is around 3.53%, less than PBDIX's 7.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POMIX T. Rowe Price Total Equity Market Index Fund | 3.53% | 3.29% | 1.76% | 1.46% | 1.49% | 1.53% | 1.55% | 1.91% | 2.89% | 0.20% | 2.41% | 2.08% |
PBDIX T. Rowe Price QM U.S. Bond Index Fund | 7.42% | 7.33% | 4.48% | 3.49% | 2.01% | 1.84% | 3.59% | 3.18% | 2.94% | 2.75% | 2.82% | 2.99% |
Drawdowns
POMIX vs. PBDIX - Drawdown Comparison
The maximum POMIX drawdown since its inception was -55.54%, which is greater than PBDIX's maximum drawdown of -19.20%. Use the drawdown chart below to compare losses from any high point for POMIX and PBDIX.
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Drawdown Indicators
| POMIX | PBDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.54% | -19.20% | -36.34% |
Max Drawdown (1Y)Largest decline over 1 year | -12.46% | -2.94% | -9.52% |
Max Drawdown (5Y)Largest decline over 5 years | -25.56% | -19.10% | -6.46% |
Max Drawdown (10Y)Largest decline over 10 years | -35.05% | -19.20% | -15.85% |
Current DrawdownCurrent decline from peak | -8.83% | -2.44% | -6.39% |
Average DrawdownAverage peak-to-trough decline | -10.71% | -2.52% | -8.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 0.92% | +2.00% |
Volatility
POMIX vs. PBDIX - Volatility Comparison
T. Rowe Price Total Equity Market Index Fund (POMIX) has a higher volatility of 4.38% compared to T. Rowe Price QM U.S. Bond Index Fund (PBDIX) at 1.71%. This indicates that POMIX's price experiences larger fluctuations and is considered to be riskier than PBDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POMIX | PBDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.38% | 1.71% | +2.67% |
Volatility (6M)Calculated over the trailing 6-month period | 9.11% | 2.93% | +6.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.58% | 4.72% | +13.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.52% | 6.02% | +11.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.48% | 4.98% | +13.50% |