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POGRX vs. QGRW
Performance
Return for Risk
Drawdowns
Volatility
Dividends

POGRX vs. QGRW

Last updated Jun 13, 2026

POGRX (PrimeCap Odyssey Growth Fund) and QGRW (WisdomTree U.S. Quality Growth Fund) are both Large Cap Growth Equities funds. Over the past 3 years, POGRX returned 27.93%/yr vs 26.27%/yr for QGRW. Their correlation of 0.80 suggests significant overlap in exposure. POGRX charges 0.65%/yr vs 0.28%/yr for QGRW.

Performance

POGRX vs. QGRW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PrimeCap Odyssey Growth Fund (POGRX) and WisdomTree U.S. Quality Growth Fund (QGRW). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, POGRX achieves a 25.42% return, which is significantly higher than QGRW's 10.35% return.

POGRX

1D
4.38%
1M
6.57%
YTD
25.42%
6M
26.23%
1Y
60.91%
3Y*
27.93%
5Y*
15.20%
10Y*
17.61%

QGRW

1D
0.15%
1M
-0.58%
YTD
10.35%
6M
11.58%
1Y
29.61%
3Y*
26.27%
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

POGRX vs. QGRW - Yearly Performance Comparison

2026 (YTD)2025202420232022
POGRX
PrimeCap Odyssey Growth Fund		25.42%32.99%13.09%23.85%-4.20%
QGRW
WisdomTree U.S. Quality Growth Fund		10.35%19.20%34.85%56.05%-3.07%

Correlation

The correlation between POGRX and QGRW is 0.79, 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

0.79

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

0.80

Correlation (All Time)
Calculated using the full available price history since Dec 15, 2022

0.80

The correlation between POGRX and QGRW has been stable across timeframes, ranging from 0.79 to 0.80 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

PrimeCap Odyssey Growth Fund

WisdomTree U.S. Quality Growth Fund

Often compared with POGRX:
POGRX vs. POAGXPOGRX vs. SPYPOGRX vs. VOOPOGRX vs. VHCOXPOGRX vs. VUGPOGRX vs. FBGRXPOGRX vs. DSTL
Often compared with QGRW:
QGRW vs. SCHGQGRW vs. DGRWQGRW vs. GRNYQGRW vs. IWYQGRW vs. SPYGQGRW vs. XNAS.DEQGRW vs. JQUA

Return for Risk

POGRX vs. QGRW — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
POGRX
POGRX Risk / Return Rank: 9292
Overall Rank
POGRX Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
POGRX Sortino Ratio Rank: 9191
Sortino Ratio Rank
POGRX Omega Ratio Rank: 8888
Omega Ratio Rank
POGRX Calmar Ratio Rank: 9292
Calmar Ratio Rank
POGRX Martin Ratio Rank: 9494
Martin Ratio Rank
QGRW
QGRW Risk / Return Rank: 4747
Overall Rank
QGRW Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
QGRW Sortino Ratio Rank: 4646
Sortino Ratio Rank
QGRW Omega Ratio Rank: 4848
Omega Ratio Rank
QGRW Calmar Ratio Rank: 4141
Calmar Ratio Rank
QGRW Martin Ratio Rank: 4747
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.

POGRX vs. QGRW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Growth Fund (POGRX) 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.

POGRXQGRWDifference
Sharpe ratioReturn per unit of total volatility
3.08
1.52

+1.56

Sortino ratioReturn per unit of downside risk
4.05
2.06

+2.00

Omega ratioGain probability vs. loss probability

1.55

1.27

+0.28

Calmar ratioReturn relative to maximum drawdown

4.11

1.80

+2.31

Martin ratioReturn relative to average drawdown

17.30

6.86

+10.44

POGRX vs. QGRW - Sharpe Ratio Comparison

The current POGRX Sharpe Ratio is 3.08, which is higher than the QGRW Sharpe Ratio of 1.52. The chart below compares the historical Sharpe Ratios of POGRX and QGRW, 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

POGRX vs. QGRW - Drawdown Comparison

The maximum POGRX drawdown since its inception was -51.63%, which is greater than QGRW's maximum drawdown of -24.40%. Use the drawdown chart below to compare losses from any high point for POGRX and QGRW.

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Drawdown Indicators

POGRXQGRWDifference

Max Drawdown

Largest peak-to-trough decline

-51.63%

-24.40%

-27.23%

Max Drawdown (1Y)

Largest decline over 1 year

-14.40%

-15.44%

+1.04%

Max Drawdown (3Y)

Largest decline over 3 years

-22.13%

-24.40%

+2.27%

Max Drawdown (5Y)

Largest decline over 5 years

-26.85%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-35.29%

—

—

Current Drawdown

Current decline from peak

-0.99%

-5.67%

+4.68%

Average Drawdown

Average peak-to-trough decline

-7.13%

-3.27%

-3.86%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.41%

4.04%

-0.63%

Volatility

POGRX vs. QGRW - Volatility Comparison

PrimeCap Odyssey Growth Fund (POGRX) has a higher volatility of 8.88% compared to WisdomTree U.S. Quality Growth Fund (QGRW) at 7.09%. This indicates that POGRX'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.

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Volatility by Period

POGRXQGRWDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.88%

7.09%

+1.79%

Volatility (6M)

Calculated over the trailing 6-month period

16.09%

14.83%

+1.26%

Volatility (1Y)

Calculated over the trailing 1-year period

19.19%

18.25%

+0.94%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

19.82%

21.20%

-1.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.57%

21.20%

-0.63%

POGRX vs. QGRW - Expense Ratio Comparison

POGRX has a 0.65% expense ratio, which is higher than QGRW's 0.28% expense ratio.

Dividends

POGRX vs. QGRW - Dividend Comparison

POGRX's dividend yield for the trailing twelve months is around 19.85%, more than QGRW's 0.08% yield.

PositionTTM20252024202320222021202020192018201720162015
POGRX
PrimeCap Odyssey Growth Fund		19.85%24.89%20.79%13.28%12.36%13.68%12.50%5.13%2.45%1.54%5.83%1.29%
QGRW
WisdomTree U.S. Quality Growth Fund		0.08%0.09%0.14%0.11%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions

POGRX and QGRW have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

POGRX has higher volatility (8.88%) compared to QGRW (7.09%). In terms of maximum drawdown, POGRX dropped -51.63% vs QGRW's -24.40%.

POGRX currently has the higher Sharpe Ratio (3.08 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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