TQSIX vs. LGILX
TQSIX (T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund) and LGILX (Schwab Select Large Cap Growth Fund) are both mutual funds - TQSIX is a Mid Cap Blend Equities fund managed by T. Rowe Price, while LGILX is a Large Cap Growth Equities fund managed by Charles Schwab. Over the past 10 years, TQSIX returned 12.75%/yr vs 13.58%/yr for LGILX. Their 0.72 correlation means they have sometimes moved together and sometimes differently. TQSIX charges 0.68%/yr vs 0.71%/yr for LGILX.
Performance
TQSIX vs. LGILX - Performance Comparison
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Returns By Period
In the year-to-date period, TQSIX achieves a 18.73% return, which is significantly higher than LGILX's -0.46% return. Over the past 10 years, TQSIX has underperformed LGILX with an annualized return of 12.75%, while LGILX has yielded a comparatively higher 13.58% annualized return.
TQSIX
- 1D
- 1.18%
- 1M
- -0.50%
- 6M
- 12.97%
- YTD
- 18.73%
- 1Y
- 31.60%
- 3Y*
- 18.14%
- 5Y*
- 12.24%
- 10Y*
- 12.75%
- ALL TIME*
- 13.81%
LGILX
- 1D
- 2.76%
- 1M
- -3.92%
- 6M
- 0.08%
- YTD
- -0.46%
- 1Y
- -5.09%
- 3Y*
- 11.98%
- 5Y*
- 4.24%
- 10Y*
- 13.58%
- ALL TIME*
- 7.47%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
TQSIX vs. LGILX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TQSIX T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund | 18.73% | 12.94% | 16.54% | 21.99% | -12.97% | 22.12% | 11.92% | 30.43% | -10.78% | 15.52% |
LGILX Schwab Select Large Cap Growth Fund | -0.46% | -0.54% | 31.98% | 48.08% | -38.11% | 20.06% | 38.40% | 32.59% | 2.00% | 33.89% |
Correlation
The correlation between TQSIX and LGILX is 0.64, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.64 |
Correlation (3Y) Balances recent behavior with more history. | 0.63 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.72 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.72 |
Correlation (All Time) Calculated using the full available price history since Feb 29, 2016 | 0.72 |
The correlation between TQSIX and LGILX has been stable across timeframes, ranging from 0.63 to 0.72 - a consistent structural relationship.
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Return for Risk
TQSIX vs. LGILX — Risk / Return Rank
TQSIX
LGILX
TQSIX vs. LGILX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund (TQSIX) and Schwab Select Large Cap Growth Fund (LGILX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TQSIX | LGILX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.99 | ||
| Sortino ratioReturn per unit of downside risk | +2.69 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 0.96 | +0.34 |
| Calmar ratioReturn relative to maximum drawdown | 2.76 | -0.27 | +3.04 |
| Martin ratioReturn relative to average drawdown | 10.95 | -0.56 | +11.51 |
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Drawdowns
TQSIX vs. LGILX - Drawdown Comparison
The maximum TQSIX drawdown since its inception was -40.65%, smaller than the maximum LGILX drawdown of -67.74%. Use the drawdown chart below to compare losses from any high point for TQSIX and LGILX.
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Drawdown Indicators
| TQSIX | LGILX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.65% | -67.74% | +27.09% |
Max Drawdown (1Y)Largest decline over 1 year | -10.41% | -26.18% | +15.77% |
Max Drawdown (3Y)Largest decline over 3 years | -23.76% | -26.18% | +2.42% |
Max Drawdown (5Y)Largest decline over 5 years | -23.76% | -43.00% | +19.24% |
Max Drawdown (10Y)Largest decline over 10 years | -40.65% | -43.00% | +2.35% |
Current DrawdownCurrent decline from peak | -1.60% | -16.69% | +15.09% |
Average DrawdownAverage peak-to-trough decline | -5.05% | -21.22% | +16.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 12.81% | -10.18% |
Volatility
TQSIX vs. LGILX - Volatility Comparison
The current volatility for T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund (TQSIX) is 3.60%, while Schwab Select Large Cap Growth Fund (LGILX) has a volatility of 6.10%. This indicates that TQSIX experiences smaller price fluctuations and is considered to be less risky than LGILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TQSIX | LGILX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.60% | 6.10% | -2.50% |
Volatility (6M)Calculated over the trailing 6-month period | 13.58% | 14.19% | -0.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.16% | 22.91% | -5.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.60% | 26.50% | -6.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.34% | 24.19% | -3.85% |
TQSIX vs. LGILX - Expense Ratio Comparison
TQSIX has a 0.68% expense ratio, which is lower than LGILX's 0.71% expense ratio.
Dividends
TQSIX vs. LGILX - Dividend Comparison
TQSIX's dividend yield for the trailing twelve months is around 1.11%, while LGILX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
LGILX Schwab Select Large Cap Growth Fund | 0.00% | 0.00% | 7.95% | 18.16% | 13.58% | 13.58% | 5.22% | 8.46% | 8.42% | 13.64% | 1.65% |
TQSIX T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund | 1.11% | 1.32% | 6.61% | 3.55% | 6.35% | 1.58% | 0.81% | 1.24% | 2.28% | 0.42% | 0.88% |
Frequently Asked Questions
TQSIX and LGILX have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LGILX has higher volatility (6.10%) compared to TQSIX (3.60%). In terms of maximum drawdown, TQSIX dropped -40.65% vs LGILX's -67.74%.
TQSIX currently has the higher Sharpe Ratio (1.68 vs -0.31), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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