AVDE vs. QGRW
AVDE (Avantis International Equity ETF) and QGRW (WisdomTree U.S. Quality Growth Fund) are both exchange-traded funds - AVDE is a Foreign Large Cap Equities fund actively managed by Avantis, while QGRW is a Large Cap Growth Equities fund tracking the WisdomTree U.S. Quality Growth Index. AVDE is actively managed, while QGRW is passively managed. Over the past 3 years, AVDE returned 19.56%/yr vs 26.27%/yr for QGRW. A 0.59 correlation means they provide meaningful diversification when combined. AVDE charges 0.23%/yr vs 0.28%/yr for QGRW.
Performance
AVDE vs. QGRW - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with AVDE having a 10.87% return and QGRW slightly lower at 10.35%.
AVDE
- 1D
- 0.59%
- 1M
- 0.08%
- YTD
- 10.87%
- 6M
- 12.42%
- 1Y
- 27.50%
- 3Y*
- 19.56%
- 5Y*
- 9.98%
- 10Y*
- —
QGRW
- 1D
- 0.15%
- 1M
- -2.31%
- YTD
- 10.35%
- 6M
- 11.58%
- 1Y
- 29.61%
- 3Y*
- 26.27%
- 5Y*
- —
- 10Y*
- —
AVDE vs. QGRW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
AVDE Avantis International Equity ETF | 10.87% | 38.05% | 4.88% | 17.18% | -2.13% |
QGRW WisdomTree U.S. Quality Growth Fund | 10.35% | 19.20% | 34.85% | 56.05% | -3.07% |
Correlation
The correlation between AVDE and QGRW is 0.63, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.63 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.58 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 2022 | 0.59 |
The correlation between AVDE and QGRW has been stable across timeframes, ranging from 0.58 to 0.63 - a consistent structural relationship.
AVDE vs. QGRW - Sectors Allocation Comparison
Sectors
AVDE
QGRW
Financial Services
Industrials
Basic Materials
-
Consumer Cyclical
Energy
Technology
Healthcare
Consumer Defensive
Utilities
Communication Services
Real Estate
-
Financial Services
AVDE
QGRW
Industrials
AVDE
QGRW
Basic Materials
AVDE
QGRW
-
Consumer Cyclical
AVDE
QGRW
Energy
AVDE
QGRW
Technology
AVDE
QGRW
Healthcare
AVDE
QGRW
Consumer Defensive
AVDE
QGRW
Utilities
AVDE
QGRW
Communication Services
AVDE
QGRW
Real Estate
AVDE
QGRW
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Return for Risk
AVDE vs. QGRW — Risk / Return Rank
AVDE
QGRW
AVDE vs. QGRW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avantis International Equity ETF (AVDE) and WisdomTree U.S. Quality Growth Fund (QGRW). 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.
| AVDE | QGRW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.23 | ||
| Sortino ratioReturn per unit of downside risk | +0.41 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.27 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.30 | 1.80 | +0.50 |
| Martin ratioReturn relative to average drawdown | 9.00 | 6.86 | +2.13 |
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Drawdowns
AVDE vs. QGRW - Drawdown Comparison
The maximum AVDE drawdown since its inception was -36.99%, which is greater than QGRW's maximum drawdown of -24.40%. Use the drawdown chart below to compare losses from any high point for AVDE and QGRW.
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Drawdown Indicators
| AVDE | QGRW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.99% | -24.40% | -12.59% |
Max Drawdown (1Y)Largest decline over 1 year | -11.48% | -15.44% | +3.96% |
Max Drawdown (3Y)Largest decline over 3 years | -13.46% | -24.40% | +10.94% |
Max Drawdown (5Y)Largest decline over 5 years | -28.73% | — | — |
Current DrawdownCurrent decline from peak | -1.09% | -5.67% | +4.58% |
Average DrawdownAverage peak-to-trough decline | -6.15% | -3.27% | -2.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 4.04% | -1.10% |
Volatility
AVDE vs. QGRW - Volatility Comparison
The current volatility for Avantis International Equity ETF (AVDE) is 5.57%, while WisdomTree U.S. Quality Growth Fund (QGRW) has a volatility of 7.09%. This indicates that AVDE experiences smaller price fluctuations and is considered to be less risky than QGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVDE | QGRW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.57% | 7.09% | -1.52% |
Volatility (6M)Calculated over the trailing 6-month period | 12.80% | 14.83% | -2.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.06% | 18.25% | -3.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.39% | 21.20% | -4.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.93% | 21.20% | -2.27% |
AVDE vs. QGRW - Expense Ratio Comparison
AVDE has a 0.23% expense ratio, which is lower than QGRW's 0.28% expense ratio.
Dividends
AVDE vs. QGRW - Dividend Comparison
AVDE's dividend yield for the trailing twelve months is around 3.84%, more than QGRW's 0.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
AVDE Avantis International Equity ETF | 3.84% | 2.66% | 3.29% | 3.01% | 2.79% | 2.46% | 1.63% | 0.29% |
QGRW WisdomTree U.S. Quality Growth Fund | 0.08% | 0.09% | 0.14% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
AVDE and QGRW have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
QGRW has higher volatility (7.09%) compared to AVDE (5.57%). In terms of maximum drawdown, AVDE dropped -36.99% vs QGRW's -24.40%.
On 3-year performance, QGRW leads with 26.27% vs 19.56% for AVDE. On fees, AVDE is cheaper at 0.23% per year. On volatility, AVDE has been the lower-risk option at 5.57%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, QGRW has performed better with a 26.27% return vs 19.56%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
AVDE is cheaper with a 0.23% expense ratio, compared with 0.28% for QGRW.
AVDE has the higher dividend yield at 3.84%, compared with 0.08% for QGRW.
AVDE is categorized as Foreign Large Cap Equities, while QGRW is Large Cap Growth Equities. They also come from different issuers: Avantis and WisdomTree. Their fees differ too: 0.23% for AVDE and 0.28% for QGRW.
AVDE currently has the higher Sharpe Ratio (1.76 vs 1.52), 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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