POSKX vs. QGRW

Last updated Jun 13, 2026

POSKX (PrimeCap Odyssey Stock Fund) and QGRW (WisdomTree U.S. Quality Growth Fund) are both funds - POSKX is a Large Cap Blend Equities fund managed by PRIMECAP Odyssey Funds, while QGRW is a Large Cap Growth Equities fund tracking the WisdomTree U.S. Quality Growth Index. Over the past 3 years, POSKX returned 24.74%/yr vs 26.27%/yr for QGRW. A 0.73 correlation means they provide meaningful diversification when combined. POSKX charges 0.65%/yr vs 0.28%/yr for QGRW.

Performance

POSKX vs. QGRW - Performance Comparison

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

Returns By Period

In the year-to-date period, POSKX achieves a 23.64% return, which is significantly higher than QGRW's 10.35% return.

POSKX

• 1D: 3.95%
• 1M: 6.77%
• YTD: 23.64%
• 6M: 23.64%
• 1Y: 49.32%
• 3Y*: 24.74%
• 5Y*: 15.70%
• 10Y*: 16.59%

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)

POSKX vs. QGRW - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
POSKX PrimeCap Odyssey Stock Fund	23.64%	25.73%	12.77%	21.18%	-3.18%
QGRW WisdomTree U.S. Quality Growth Fund	10.35%	19.20%	34.85%	56.05%	-3.07%

Correlation

The correlation between POSKX and QGRW is 0.69, 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	0.69
Correlation (3Y) Calculated over the trailing 3-year period	0.73
Correlation (All Time) Calculated using the full available price history since Dec 15, 2022	0.73

The correlation between POSKX and QGRW has been stable across timeframes, ranging from 0.69 to 0.73 - a consistent structural relationship.

Return for Risk

POSKX vs. QGRW — Risk / Return Rank

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

POSKX

POSKX Risk / Return Rank: 92
POSKX Sharpe Ratio Rank: 95
POSKX Sortino Ratio Rank: 90
POSKX Omega Ratio Rank: 86
POSKX Calmar Ratio Rank: 95
POSKX Martin Ratio Rank: 96

QGRW

QGRW Risk / Return Rank: 47
QGRW Sharpe Ratio Rank: 50
QGRW Sortino Ratio Rank: 46
QGRW Omega Ratio Rank: 48
QGRW Calmar Ratio Rank: 41
QGRW Martin Ratio Rank: 47

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.

POSKX vs. QGRW - Risk-Adjusted Trends Comparison

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

	POSKX	QGRW	Difference
Sharpe ratio: Return per unit of total volatility	2.90	1.52	+1.37
Sortino ratio: Return per unit of downside risk	3.99	2.06	+1.94
Omega ratio: Gain probability vs. loss probability	1.51	1.27	+0.25
Calmar ratio: Return relative to maximum drawdown	4.87	1.80	+3.07
Martin ratio: Return relative to average drawdown	20.16	6.86	+13.30

POSKX vs. QGRW - Sharpe Ratio Comparison

The current POSKX Sharpe Ratio is 2.90, which is higher than the QGRW Sharpe Ratio of 1.52. The chart below compares the historical Sharpe Ratios of POSKX 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.

Drawdowns

POSKX vs. QGRW - Drawdown Comparison

The maximum POSKX drawdown since its inception was -50.18%, which is greater than QGRW's maximum drawdown of -24.40%. Use the drawdown chart below to compare losses from any high point for POSKX and QGRW.

Drawdown Indicators

	POSKX	QGRW	Difference
Max Drawdown Largest peak-to-trough decline	-50.18%	-24.40%	-25.78%
Max Drawdown (1Y) Largest decline over 1 year	-9.99%	-15.44%	+5.45%
Max Drawdown (3Y) Largest decline over 3 years	-20.25%	-24.40%	+4.15%
Max Drawdown (5Y) Largest decline over 5 years	-22.96%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-36.88%	—	—
Current Drawdown Current decline from peak	0.00%	-5.67%	+5.67%
Average Drawdown Average peak-to-trough decline	-6.14%	-3.27%	-2.87%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.41%	4.04%	-1.63%

Volatility

POSKX vs. QGRW - Volatility Comparison

PrimeCap Odyssey Stock Fund (POSKX) and WisdomTree U.S. Quality Growth Fund (QGRW) have volatilities of 6.86% and 7.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	POSKX	QGRW	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.86%	7.09%	-0.23%
Volatility (6M) Calculated over the trailing 6-month period	13.72%	14.83%	-1.11%
Volatility (1Y) Calculated over the trailing 1-year period	16.80%	18.25%	-1.45%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.03%	21.20%	-3.17%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.06%	21.20%	-2.14%

POSKX vs. QGRW - Expense Ratio Comparison

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

Dividends

POSKX vs. QGRW - Dividend Comparison

POSKX's dividend yield for the trailing twelve months is around 22.19%, more than QGRW's 0.08% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
POSKX PrimeCap Odyssey Stock Fund	22.19%	27.44%	18.13%	10.14%	12.13%	14.58%	7.85%	6.03%	3.03%	2.17%	2.93%	1.92%
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

Can I hold both POSKX and QGRW in my portfolio?

POSKX and QGRW have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, POSKX or QGRW?

QGRW has higher volatility (7.09%) compared to POSKX (6.86%). In terms of maximum drawdown, POSKX dropped -50.18% vs QGRW's -24.40%.

Which has better risk-adjusted returns?

POSKX currently has the higher Sharpe Ratio (2.90 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.