BRIG.L vs. QGRW
Compare and contrast key facts about BlackRock Income and Growth Investment Trust plc (BRIG.L) and WisdomTree U.S. Quality Growth Fund (QGRW).
QGRW is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. Quality Growth Index. It was launched on Dec 15, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRIG.L or QGRW.
Correlation
The correlation between BRIG.L and QGRW is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BRIG.L vs. QGRW - Performance Comparison
Key characteristics
BRIG.L:
0.96
QGRW:
1.41
BRIG.L:
1.57
QGRW:
1.91
BRIG.L:
1.23
QGRW:
1.25
BRIG.L:
2.23
QGRW:
1.94
BRIG.L:
4.94
QGRW:
6.96
BRIG.L:
4.16%
QGRW:
4.04%
BRIG.L:
21.34%
QGRW:
20.02%
BRIG.L:
-59.17%
QGRW:
-14.54%
BRIG.L:
-1.44%
QGRW:
-1.54%
Returns By Period
In the year-to-date period, BRIG.L achieves a 7.12% return, which is significantly higher than QGRW's 2.80% return.
BRIG.L
7.12%
6.58%
5.51%
20.54%
4.33%
5.10%
QGRW
2.80%
3.60%
17.46%
27.67%
N/A
N/A
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Risk-Adjusted Performance
BRIG.L vs. QGRW — Risk-Adjusted Performance Rank
BRIG.L
QGRW
BRIG.L vs. QGRW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Income and Growth Investment Trust plc (BRIG.L) 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.
Dividends
BRIG.L vs. QGRW - Dividend Comparison
BRIG.L's dividend yield for the trailing twelve months is around 3.69%, more than QGRW's 0.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRIG.L BlackRock Income and Growth Investment Trust plc | 3.69% | 3.81% | 3.90% | 3.77% | 3.82% | 4.20% | 3.38% | 3.75% | 3.05% | 3.17% | 3.15% | 3.24% |
QGRW WisdomTree U.S. Quality Growth Fund | 0.14% | 0.14% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BRIG.L vs. QGRW - Drawdown Comparison
The maximum BRIG.L drawdown since its inception was -59.17%, which is greater than QGRW's maximum drawdown of -14.54%. Use the drawdown chart below to compare losses from any high point for BRIG.L and QGRW. For additional features, visit the drawdowns tool.
Volatility
BRIG.L vs. QGRW - Volatility Comparison
BlackRock Income and Growth Investment Trust plc (BRIG.L) has a higher volatility of 9.37% compared to WisdomTree U.S. Quality Growth Fund (QGRW) at 6.41%. This indicates that BRIG.L's price experiences larger fluctuations and is considered to be riskier than QGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.