DVRUX vs. QGRPX
Compare and contrast key facts about UBS US Dividend Ruler Fund (DVRUX) and UBS US Quality Growth At Reasonable Price Fund (QGRPX).
DVRUX is managed by UBS Asset Management. It was launched on Jul 8, 2020. QGRPX is managed by UBS Asset Management. It was launched on Jul 8, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DVRUX or QGRPX.
Correlation
The correlation between DVRUX and QGRPX is 0.83, 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
DVRUX vs. QGRPX - Performance Comparison
Key characteristics
DVRUX:
1.27
QGRPX:
0.94
DVRUX:
1.70
QGRPX:
1.32
DVRUX:
1.23
QGRPX:
1.17
DVRUX:
2.18
QGRPX:
1.46
DVRUX:
6.38
QGRPX:
4.77
DVRUX:
2.51%
QGRPX:
3.22%
DVRUX:
12.68%
QGRPX:
16.34%
DVRUX:
-19.06%
QGRPX:
-31.81%
DVRUX:
-2.44%
QGRPX:
-3.34%
Returns By Period
In the year-to-date period, DVRUX achieves a 4.05% return, which is significantly higher than QGRPX's 3.48% return.
DVRUX
4.05%
4.78%
7.03%
17.94%
N/A
N/A
QGRPX
3.48%
4.64%
8.96%
17.54%
N/A
N/A
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DVRUX vs. QGRPX - Expense Ratio Comparison
Both DVRUX and QGRPX have an expense ratio of 0.50%.
Risk-Adjusted Performance
DVRUX vs. QGRPX — Risk-Adjusted Performance Rank
DVRUX
QGRPX
DVRUX vs. QGRPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS US Dividend Ruler Fund (DVRUX) and UBS US Quality Growth At Reasonable Price Fund (QGRPX). 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
DVRUX vs. QGRPX - Dividend Comparison
DVRUX's dividend yield for the trailing twelve months is around 1.39%, more than QGRPX's 0.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
DVRUX UBS US Dividend Ruler Fund | 1.39% | 1.45% | 2.19% | 1.26% | 1.20% | 0.42% |
QGRPX UBS US Quality Growth At Reasonable Price Fund | 0.42% | 0.43% | 0.42% | 0.00% | 0.19% | 0.10% |
Drawdowns
DVRUX vs. QGRPX - Drawdown Comparison
The maximum DVRUX drawdown since its inception was -19.06%, smaller than the maximum QGRPX drawdown of -31.81%. Use the drawdown chart below to compare losses from any high point for DVRUX and QGRPX. For additional features, visit the drawdowns tool.
Volatility
DVRUX vs. QGRPX - Volatility Comparison
The current volatility for UBS US Dividend Ruler Fund (DVRUX) is 3.81%, while UBS US Quality Growth At Reasonable Price Fund (QGRPX) has a volatility of 4.71%. This indicates that DVRUX experiences smaller price fluctuations and is considered to be less risky than QGRPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.