PRDSX vs. VOO
Compare and contrast key facts about T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX) and Vanguard S&P 500 ETF (VOO).
PRDSX is managed by T. Rowe Price. It was launched on Jun 30, 1997. 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
PRDSX vs. VOO - Performance Comparison
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PRDSX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRDSX T. Rowe Price QM U.S. Small-Cap Growth Equity Fund | -4.64% | 17.44% | 12.97% | 21.15% | -22.49% | 11.15% | 23.85% | 32.75% | -6.91% | 22.12% |
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
The year-to-date returns for both investments are quite close, with PRDSX having a -4.64% return and VOO slightly higher at -4.42%. Over the past 10 years, PRDSX has underperformed VOO with an annualized return of 10.82%, while VOO has yielded a comparatively higher 14.05% annualized 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%
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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PRDSX vs. VOO - Expense Ratio Comparison
PRDSX has a 0.78% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
PRDSX vs. VOO — Risk / Return Rank
PRDSX
VOO
PRDSX vs. VOO - 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 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.
| PRDSX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 0.98 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.50 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 1.53 | -0.10 |
Martin ratioReturn relative to average drawdown | 5.56 | 7.29 | -1.73 |
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
| PRDSX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 0.98 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.70 | -0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.78 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.83 | -0.47 |
Correlation
The correlation between PRDSX and VOO is 0.86, 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. VOO - Dividend Comparison
PRDSX's dividend yield for the trailing twelve months is around 13.31%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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
PRDSX vs. VOO - Drawdown Comparison
The maximum PRDSX drawdown since its inception was -58.95%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PRDSX and VOO.
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Drawdown Indicators
| PRDSX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.95% | -33.99% | -24.96% |
Max Drawdown (1Y)Largest decline over 1 year | -13.24% | -11.98% | -1.26% |
Max Drawdown (5Y)Largest decline over 5 years | -33.17% | -24.52% | -8.65% |
Max Drawdown (10Y)Largest decline over 10 years | -37.61% | -33.99% | -3.62% |
Current DrawdownCurrent decline from peak | -12.08% | -6.29% | -5.79% |
Average DrawdownAverage peak-to-trough decline | -14.23% | -3.72% | -10.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.42% | 2.52% | +0.90% |
Volatility
PRDSX vs. VOO - Volatility Comparison
T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX) has a higher volatility of 7.45% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. This indicates that PRDSX's price experiences larger fluctuations and is considered to be riskier 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
| PRDSX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.45% | 5.29% | +2.16% |
Volatility (6M)Calculated over the trailing 6-month period | 15.20% | 9.44% | +5.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.29% | 18.10% | +5.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.36% | 16.82% | +4.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.46% | 17.99% | +3.47% |