PRDSX vs. VIOG
Compare and contrast key facts about T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX) and Vanguard S&P Small-Cap 600 Growth ETF (VIOG).
PRDSX is managed by T. Rowe Price. It was launched on Jun 30, 1997. VIOG is a passively managed fund by Vanguard that tracks the performance of the S&P SmallCap 600 Growth 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: PRDSX or VIOG.
Correlation
The correlation between PRDSX and VIOG is 0.80, 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
PRDSX vs. VIOG - Performance Comparison
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Key characteristics
PRDSX:
-0.15
VIOG:
0.08
PRDSX:
-0.09
VIOG:
0.27
PRDSX:
0.99
VIOG:
1.03
PRDSX:
-0.12
VIOG:
0.06
PRDSX:
-0.36
VIOG:
0.16
PRDSX:
11.96%
VIOG:
9.67%
PRDSX:
23.97%
VIOG:
24.04%
PRDSX:
-58.95%
VIOG:
-41.73%
PRDSX:
-23.98%
VIOG:
-12.81%
Returns By Period
In the year-to-date period, PRDSX achieves a -2.25% return, which is significantly higher than VIOG's -2.99% return. Over the past 10 years, PRDSX has underperformed VIOG with an annualized return of 4.28%, while VIOG has yielded a comparatively higher 8.49% annualized return.
PRDSX
-2.25%
11.64%
-15.97%
-3.59%
4.61%
4.28%
VIOG
-2.99%
13.22%
-10.65%
1.92%
13.94%
8.49%
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PRDSX vs. VIOG - Expense Ratio Comparison
PRDSX has a 0.78% expense ratio, which is higher than VIOG's 0.15% expense ratio.
Risk-Adjusted Performance
PRDSX vs. VIOG — Risk-Adjusted Performance Rank
PRDSX
VIOG
PRDSX vs. VIOG - Risk-Adjusted Performance 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 Vanguard S&P Small-Cap 600 Growth ETF (VIOG). 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.
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Dividends
PRDSX vs. VIOG - Dividend Comparison
PRDSX's dividend yield for the trailing twelve months is around 0.22%, less than VIOG's 1.18% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
PRDSX T. Rowe Price QM U.S. Small-Cap Growth Equity Fund | 0.22% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIOG Vanguard S&P Small-Cap 600 Growth ETF | 1.18% | 1.03% | 1.15% | 1.17% | 0.69% | 0.68% | 1.09% | 0.76% | 0.87% | 0.92% | 1.04% | 0.72% |
Drawdowns
PRDSX vs. VIOG - Drawdown Comparison
The maximum PRDSX drawdown since its inception was -58.95%, which is greater than VIOG's maximum drawdown of -41.73%. Use the drawdown chart below to compare losses from any high point for PRDSX and VIOG. For additional features, visit the drawdowns tool.
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Volatility
PRDSX vs. VIOG - Volatility Comparison
T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX) has a higher volatility of 6.52% compared to Vanguard S&P Small-Cap 600 Growth ETF (VIOG) at 6.03%. This indicates that PRDSX's price experiences larger fluctuations and is considered to be riskier than VIOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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