TQSIX vs. VOO
Compare and contrast key facts about T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund (TQSIX) and Vanguard S&P 500 ETF (VOO).
TQSIX is managed by T. Rowe Price. It was launched on Feb 26, 2016. 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: TQSIX or VOO.
Correlation
The correlation between TQSIX 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.
Performance
TQSIX vs. VOO - Performance Comparison
Key characteristics
TQSIX:
0.82
VOO:
1.95
TQSIX:
1.17
VOO:
2.60
TQSIX:
1.16
VOO:
1.36
TQSIX:
1.02
VOO:
2.97
TQSIX:
3.00
VOO:
12.47
TQSIX:
4.65%
VOO:
2.01%
TQSIX:
17.07%
VOO:
12.89%
TQSIX:
-40.65%
VOO:
-33.99%
TQSIX:
-9.16%
VOO:
-1.30%
Returns By Period
In the year-to-date period, TQSIX achieves a 4.23% return, which is significantly higher than VOO's 2.71% return.
TQSIX
4.23%
4.46%
-0.26%
12.77%
8.93%
N/A
VOO
2.71%
2.30%
10.08%
24.27%
15.19%
13.75%
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TQSIX vs. VOO - Expense Ratio Comparison
TQSIX has a 0.68% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TQSIX vs. VOO — Risk-Adjusted Performance Rank
TQSIX
VOO
TQSIX vs. VOO - Risk-Adjusted Performance 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 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.
Dividends
TQSIX vs. VOO - Dividend Comparison
TQSIX's dividend yield for the trailing twelve months is around 0.71%, less than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TQSIX T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund | 0.71% | 0.74% | 0.71% | 0.79% | 0.47% | 0.34% | 0.50% | 0.64% | 0.49% | 0.64% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TQSIX vs. VOO - Drawdown Comparison
The maximum TQSIX drawdown since its inception was -40.65%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TQSIX and VOO. For additional features, visit the drawdowns tool.
Volatility
TQSIX vs. VOO - Volatility Comparison
T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund (TQSIX) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.02% and 4.21%, 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.