PRDSX vs. RWK

In the year-to-date period, PRDSX achieves a -2.69% return, which is significantly lower than RWK's -1.34% return. Over the past 10 years, PRDSX has underperformed RWK with an annualized return of 4.23%, while RWK has yielded a comparatively higher 9.68% annualized return.

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PRDSX has a 0.78% expense ratio, which is higher than RWK's 0.39% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX) and Invesco S&P MidCap 400 Revenue ETF (RWK). 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.

The current PRDSX Sharpe Ratio is -0.21, which is lower than the RWK Sharpe Ratio of 0.03. The chart below compares the historical Sharpe Ratios of PRDSX and RWK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PRDSX's dividend yield for the trailing twelve months is around 8.18%, more than RWK's 1.18% yield.

The maximum PRDSX drawdown since its inception was -58.95%, roughly equal to the maximum RWK drawdown of -56.49%. Use the drawdown chart below to compare losses from any high point for PRDSX and RWK. For additional features, visit the drawdowns tool.

T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX) has a higher volatility of 6.55% compared to Invesco S&P MidCap 400 Revenue ETF (RWK) at 5.94%. This indicates that PRDSX's price experiences larger fluctuations and is considered to be riskier than RWK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.