TQSIX vs. VBK

In the year-to-date period, TQSIX achieves a -3.66% return, which is significantly higher than VBK's -8.16% return.

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TQSIX has a 0.68% expense ratio, which is higher than VBK's 0.07% expense ratio.

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 Vanguard Small-Cap Growth ETF (VBK). 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.

The current TQSIX Sharpe Ratio is -0.15, which is lower than the VBK Sharpe Ratio of 0.10. The chart below compares the historical Sharpe Ratios of TQSIX and VBK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TQSIX's dividend yield for the trailing twelve months is around 0.77%, more than VBK's 0.58% yield.

The maximum TQSIX drawdown since its inception was -40.65%, smaller than the maximum VBK drawdown of -58.69%. Use the drawdown chart below to compare losses from any high point for TQSIX and VBK. For additional features, visit the drawdowns tool.