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PRDSX vs. TGRW
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PRDSX vs. TGRW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX) and T. Rowe Price Growth Stock ETF (TGRW). The values are adjusted to include any dividend payments, if applicable.

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PRDSX vs. TGRW - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
PRDSX
T. Rowe Price QM U.S. Small-Cap Growth Equity Fund
-4.64%17.44%12.97%21.15%-22.49%11.15%20.25%
TGRW
T. Rowe Price Growth Stock ETF
-11.99%15.62%29.94%48.87%-38.42%14.97%15.75%

Returns By Period

In the year-to-date period, PRDSX achieves a -4.64% return, which is significantly higher than TGRW's -11.99% return.


PRDSX

1D
-2.18%
1M
-10.24%
YTD
-4.64%
6M
3.04%
1Y
21.87%
3Y*
12.67%
5Y*
4.85%
10Y*
10.82%

TGRW

1D
3.89%
1M
-5.72%
YTD
-11.99%
6M
-11.09%
1Y
13.20%
3Y*
18.97%
5Y*
6.43%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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PRDSX vs. TGRW - Expense Ratio Comparison

PRDSX has a 0.78% expense ratio, which is higher than TGRW's 0.52% expense ratio.


Return for Risk

PRDSX vs. TGRW — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PRDSX
PRDSX Risk / Return Rank: 5555
Overall Rank
PRDSX Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
PRDSX Sortino Ratio Rank: 5757
Sortino Ratio Rank
PRDSX Omega Ratio Rank: 4747
Omega Ratio Rank
PRDSX Calmar Ratio Rank: 6363
Calmar Ratio Rank
PRDSX Martin Ratio Rank: 5858
Martin Ratio Rank

TGRW
TGRW Risk / Return Rank: 3232
Overall Rank
TGRW Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
TGRW Sortino Ratio Rank: 3636
Sortino Ratio Rank
TGRW Omega Ratio Rank: 3535
Omega Ratio Rank
TGRW Calmar Ratio Rank: 3030
Calmar Ratio Rank
TGRW Martin Ratio Rank: 2828
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PRDSX vs. TGRW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX) and T. Rowe Price Growth Stock ETF (TGRW). 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.


PRDSXTGRWDifference

Sharpe ratio

Return per unit of total volatility

0.93

0.58

+0.35

Sortino ratio

Return per unit of downside risk

1.48

1.00

+0.48

Omega ratio

Gain probability vs. loss probability

1.19

1.14

+0.06

Calmar ratio

Return relative to maximum drawdown

1.44

0.68

+0.76

Martin ratio

Return relative to average drawdown

5.56

2.28

+3.28

PRDSX vs. TGRW - Sharpe Ratio Comparison

The current PRDSX Sharpe Ratio is 0.93, which is higher than the TGRW Sharpe Ratio of 0.58. The chart below compares the historical Sharpe Ratios of PRDSX and TGRW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


PRDSXTGRWDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.93

0.58

+0.35

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.23

0.28

-0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.51

Sharpe Ratio (All Time)

Calculated using the full available price history

0.36

0.38

-0.03

Correlation

The correlation between PRDSX and TGRW is 0.74, 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

PRDSX vs. TGRW - Dividend Comparison

PRDSX's dividend yield for the trailing twelve months is around 13.31%, while TGRW has not paid dividends to shareholders.


TTM20252024202320222021202020192018201720162015
PRDSX
T. Rowe Price QM U.S. Small-Cap Growth Equity Fund
13.31%12.70%7.96%2.43%3.72%13.97%2.91%4.12%4.53%0.10%0.02%1.83%
TGRW
T. Rowe Price Growth Stock ETF
0.00%0.00%0.00%0.01%0.00%0.40%0.21%0.00%0.00%0.00%0.00%0.00%

Drawdowns

PRDSX vs. TGRW - Drawdown Comparison

The maximum PRDSX drawdown since its inception was -58.95%, which is greater than TGRW's maximum drawdown of -43.33%. Use the drawdown chart below to compare losses from any high point for PRDSX and TGRW.


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Drawdown Indicators


PRDSXTGRWDifference

Max Drawdown

Largest peak-to-trough decline

-58.95%

-43.33%

-15.62%

Max Drawdown (1Y)

Largest decline over 1 year

-13.24%

-18.84%

+5.60%

Max Drawdown (5Y)

Largest decline over 5 years

-33.17%

-43.33%

+10.16%

Max Drawdown (10Y)

Largest decline over 10 years

-37.61%

Current Drawdown

Current decline from peak

-12.08%

-15.68%

+3.60%

Average Drawdown

Average peak-to-trough decline

-14.23%

-12.72%

-1.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.42%

5.61%

-2.19%

Volatility

PRDSX vs. TGRW - Volatility Comparison

T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX) has a higher volatility of 7.45% compared to T. Rowe Price Growth Stock ETF (TGRW) at 7.09%. This indicates that PRDSX's price experiences larger fluctuations and is considered to be riskier than TGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PRDSXTGRWDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.45%

7.09%

+0.36%

Volatility (6M)

Calculated over the trailing 6-month period

15.20%

13.18%

+2.02%

Volatility (1Y)

Calculated over the trailing 1-year period

23.29%

23.00%

+0.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.36%

23.28%

-1.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.46%

23.20%

-1.74%