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GARP vs. FRDM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GARP vs. FRDM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares MSCI USA Quality GARP ETF (GARP) and Freedom 100 Emerging Markets ETF (FRDM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GARP achieves a 16.96% return, which is significantly lower than FRDM's 40.13% return.


GARP

1D
0.21%
1M
3.69%
YTD
16.96%
6M
17.70%
1Y
38.39%
3Y*
31.05%
5Y*
18.96%
10Y*

FRDM

1D
0.49%
1M
9.04%
YTD
40.13%
6M
46.37%
1Y
87.32%
3Y*
34.29%
5Y*
18.68%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

GARP vs. FRDM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
GARP
iShares MSCI USA Quality GARP ETF
16.96%21.49%37.42%42.86%-26.75%27.99%26.51%
FRDM
Freedom 100 Emerging Markets ETF
40.13%61.27%1.70%22.77%-14.45%6.13%15.64%

Correlation

The correlation between GARP and FRDM is 0.76, 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

0.76

Correlation (3Y)
Calculated over the trailing 3-year period

0.68

Correlation (5Y)
Calculated over the trailing 5-year period

0.66

Correlation (All Time)
Calculated using the full available price history since Jan 16, 2020

0.63

The correlation between GARP and FRDM shifts across timeframes, from 0.63 (all time) to 0.76 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

GARP vs. FRDM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GARP
GARP Risk / Return Rank: 6464
Overall Rank
GARP Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
GARP Sortino Ratio Rank: 6363
Sortino Ratio Rank
GARP Omega Ratio Rank: 6363
Omega Ratio Rank
GARP Calmar Ratio Rank: 6161
Calmar Ratio Rank
GARP Martin Ratio Rank: 6565
Martin Ratio Rank

FRDM
FRDM Risk / Return Rank: 9292
Overall Rank
FRDM Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
FRDM Sortino Ratio Rank: 9090
Sortino Ratio Rank
FRDM Omega Ratio Rank: 9292
Omega Ratio Rank
FRDM Calmar Ratio Rank: 9191
Calmar Ratio Rank
FRDM Martin Ratio Rank: 9191
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

GARP vs. FRDM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA Quality GARP ETF (GARP) and Freedom 100 Emerging Markets ETF (FRDM). 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.


GARPFRDMDifference
Sharpe ratioReturn per unit of total volatility

-1.22

Sortino ratioReturn per unit of downside risk

-1.14

Omega ratioGain probability vs. loss probability

1.33

1.54

-0.21

Calmar ratioReturn relative to maximum drawdown

2.65

5.02

-2.37

Martin ratioReturn relative to average drawdown

10.37

19.36

-8.99

GARP vs. FRDM - Sharpe Ratio Comparison

The current GARP Sharpe Ratio is 1.93, which is lower than the FRDM Sharpe Ratio of 3.15. The chart below compares the historical Sharpe Ratios of GARP and FRDM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

GARP vs. FRDM - Drawdown Comparison

The maximum GARP drawdown since its inception was -31.34%, smaller than the maximum FRDM drawdown of -40.49%. Use the drawdown chart below to compare losses from any high point for GARP and FRDM.


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Drawdown Indicators


GARPFRDMDifference

Max Drawdown

Largest peak-to-trough decline

-31.34%

-40.49%

+9.15%

Max Drawdown (1Y)

Largest decline over 1 year

-13.69%

-16.87%

+3.18%

Max Drawdown (3Y)

Largest decline over 3 years

-23.73%

-16.87%

-6.86%

Max Drawdown (5Y)

Largest decline over 5 years

-30.61%

-29.25%

-1.36%

Current Drawdown

Current decline from peak

-4.27%

-4.36%

+0.09%

Average Drawdown

Average peak-to-trough decline

-7.35%

-7.09%

-0.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.49%

4.37%

-0.88%

Volatility

GARP vs. FRDM - Volatility Comparison

The current volatility for iShares MSCI USA Quality GARP ETF (GARP) is 7.61%, while Freedom 100 Emerging Markets ETF (FRDM) has a volatility of 14.27%. This indicates that GARP experiences smaller price fluctuations and is considered to be less risky than FRDM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


GARPFRDMDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.61%

14.27%

-6.66%

Volatility (6M)

Calculated over the trailing 6-month period

15.12%

24.39%

-9.27%

Volatility (1Y)

Calculated over the trailing 1-year period

18.79%

26.86%

-8.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.11%

21.35%

+0.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.95%

23.09%

+0.86%

GARP vs. FRDM - Expense Ratio Comparison

GARP has a 0.15% expense ratio, which is lower than FRDM's 0.49% expense ratio.


Dividends

GARP vs. FRDM - Dividend Comparison

GARP's dividend yield for the trailing twelve months is around 0.26%, less than FRDM's 1.56% yield.


PositionTTM2025202420232022202120202019
FRDM
Freedom 100 Emerging Markets ETF
1.56%2.26%2.53%2.66%2.72%2.17%1.11%1.07%
GARP
iShares MSCI USA Quality GARP ETF
0.26%0.31%0.38%0.75%1.85%0.67%0.75%0.00%

Frequently Asked Questions


GARP and FRDM have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

FRDM has higher volatility (14.27%) compared to GARP (7.61%). In terms of maximum drawdown, GARP dropped -31.34% vs FRDM's -40.49%.

On 5-year performance, GARP leads with 18.96% vs 18.68% for FRDM. On fees, GARP is cheaper at 0.15% per year. On volatility, GARP has been the lower-risk option at 7.61%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, GARP has performed better with a 18.96% return vs 18.68%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

GARP is cheaper with a 0.15% expense ratio, compared with 0.49% for FRDM.

FRDM has the higher dividend yield at 1.56%, compared with 0.26% for GARP.

GARP is categorized as Large Cap Growth Equities, while FRDM is Emerging Markets Diversified. GARP tracks MSCI USA Quality GARP Select Index, while FRDM tracks Life + Liberty Freedom 100 Emerging Markets Index. They also come from different issuers: iShares and Freedom Funds. Their fees differ too: 0.15% for GARP and 0.49% for FRDM.

FRDM currently has the higher Sharpe Ratio (3.15 vs 1.93), 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.

Portfolio Optimizer

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