PRSVX vs. VOO
Compare and contrast key facts about T. Rowe Price Small-Cap Value Fund (PRSVX) and Vanguard S&P 500 ETF (VOO).
PRSVX is managed by T. Rowe Price. It was launched on Jun 30, 1988. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRSVX or VOO.
Correlation
The correlation between PRSVX and VOO is 0.83, 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
PRSVX vs. VOO - Performance Comparison
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Key characteristics
PRSVX:
-0.18
VOO:
0.72
PRSVX:
-0.11
VOO:
1.12
PRSVX:
0.98
VOO:
1.16
PRSVX:
-0.13
VOO:
0.74
PRSVX:
-0.37
VOO:
2.83
PRSVX:
12.36%
VOO:
4.88%
PRSVX:
23.46%
VOO:
19.41%
PRSVX:
-63.82%
VOO:
-33.99%
PRSVX:
-25.53%
VOO:
-2.65%
Returns By Period
In the year-to-date period, PRSVX achieves a -3.39% return, which is significantly lower than VOO's 1.84% return. Over the past 10 years, PRSVX has underperformed VOO with an annualized return of 1.38%, while VOO has yielded a comparatively higher 12.82% annualized return.
PRSVX
-3.39%
10.22%
-14.28%
-4.26%
0.31%
7.12%
1.38%
VOO
1.84%
13.00%
1.80%
13.86%
16.93%
16.68%
12.82%
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PRSVX vs. VOO - Expense Ratio Comparison
PRSVX has a 0.78% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PRSVX vs. VOO — Risk-Adjusted Performance Rank
PRSVX
VOO
PRSVX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Small-Cap Value Fund (PRSVX) 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.
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Dividends
PRSVX vs. VOO - Dividend Comparison
PRSVX's dividend yield for the trailing twelve months is around 0.94%, less than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRSVX T. Rowe Price Small-Cap Value Fund | 0.94% | 0.91% | 0.63% | 0.38% | 0.34% | 0.36% | 0.61% | 0.43% | 0.43% | 0.89% | 0.94% | 0.73% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PRSVX vs. VOO - Drawdown Comparison
The maximum PRSVX drawdown since its inception was -63.82%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PRSVX and VOO. For additional features, visit the drawdowns tool.
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Volatility
PRSVX vs. VOO - Volatility Comparison
T. Rowe Price Small-Cap Value Fund (PRSVX) has a higher volatility of 5.83% compared to Vanguard S&P 500 ETF (VOO) at 5.49%. This indicates that PRSVX'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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