VBR vs. PRDSX
Compare and contrast key facts about Vanguard Small-Cap Value ETF (VBR) and T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX).
VBR is a passively managed fund by Vanguard that tracks the performance of the MSCI US Small Cap Value Index. It was launched on Jan 26, 2004. PRDSX is managed by T. Rowe Price. It was launched on Jun 30, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBR or PRDSX.
Correlation
The correlation between VBR and PRDSX is 0.91, 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
VBR vs. PRDSX - Performance Comparison
Key characteristics
VBR:
-0.05
PRDSX:
-0.14
VBR:
0.08
PRDSX:
-0.04
VBR:
1.01
PRDSX:
0.99
VBR:
-0.04
PRDSX:
-0.12
VBR:
-0.14
PRDSX:
-0.42
VBR:
6.83%
PRDSX:
7.47%
VBR:
20.88%
PRDSX:
22.50%
VBR:
-62.01%
PRDSX:
-58.95%
VBR:
-19.38%
PRDSX:
-20.09%
Returns By Period
The year-to-date returns for both stocks are quite close, with VBR having a -12.08% return and PRDSX slightly lower at -12.12%. Over the past 10 years, VBR has underperformed PRDSX with an annualized return of 6.88%, while PRDSX has yielded a comparatively higher 7.29% annualized return.
VBR
-12.08%
-8.66%
-14.56%
-0.48%
15.21%
6.88%
PRDSX
-12.12%
-6.84%
-15.50%
-1.32%
9.11%
7.29%
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VBR vs. PRDSX - Expense Ratio Comparison
VBR has a 0.07% expense ratio, which is lower than PRDSX's 0.78% expense ratio.
Risk-Adjusted Performance
VBR vs. PRDSX — Risk-Adjusted Performance Rank
VBR
PRDSX
VBR vs. PRDSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap Value ETF (VBR) and T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX). 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.
Dividends
VBR vs. PRDSX - Dividend Comparison
VBR's dividend yield for the trailing twelve months is around 2.44%, less than PRDSX's 9.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBR Vanguard Small-Cap Value ETF | 2.44% | 1.98% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% | 1.77% |
PRDSX T. Rowe Price QM U.S. Small-Cap Growth Equity Fund | 9.05% | 7.96% | 2.43% | 3.72% | 13.97% | 2.91% | 4.12% | 4.53% | 0.10% | 0.02% | 1.83% | 3.79% |
Drawdowns
VBR vs. PRDSX - Drawdown Comparison
The maximum VBR drawdown since its inception was -62.01%, which is greater than PRDSX's maximum drawdown of -58.95%. Use the drawdown chart below to compare losses from any high point for VBR and PRDSX. For additional features, visit the drawdowns tool.
Volatility
VBR vs. PRDSX - Volatility Comparison
Vanguard Small-Cap Value ETF (VBR) and T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX) have volatilities of 13.58% and 14.15%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.