QGRO vs. BIAWX
Compare and contrast key facts about American Century STOXX U.S. Quality Growth ETF (QGRO) and Brown Advisory Sustainable Growth Fund (BIAWX).
QGRO is a passively managed fund by American Century Investments that tracks the performance of the iSTOXX American Century USA Quality Growth (USD)(GR). It was launched on Sep 10, 2018. BIAWX is managed by Brown Advisory Funds. It was launched on Jun 29, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: QGRO or BIAWX.
Key characteristics
| QGRO | BIAWX | |
|---|---|---|
| YTD Return | 6.69% | 6.87% |
| 1Y Return | 27.29% | 30.75% |
| 3Y Return (Ann) | 7.06% | 7.62% |
| 5Y Return (Ann) | 15.04% | 15.38% |
| Sharpe Ratio | 2.05 | 2.06 |
| Daily Std Dev | 13.94% | 15.64% |
| Max Drawdown | -32.57% | -36.94% |
| Current Drawdown | -5.40% | -4.14% |
Correlation
The correlation between QGRO and BIAWX is 0.93, 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
QGRO vs. BIAWX - Performance Comparison
The year-to-date returns for both investments are quite close, with QGRO having a 6.69% return and BIAWX slightly higher at 6.87%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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QGRO vs. BIAWX - Expense Ratio Comparison
QGRO has a 0.29% expense ratio, which is lower than BIAWX's 0.78% expense ratio.
Risk-Adjusted Performance
QGRO vs. BIAWX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century STOXX U.S. Quality Growth ETF (QGRO) and Brown Advisory Sustainable Growth Fund (BIAWX). 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
QGRO vs. BIAWX - Dividend Comparison
QGRO's dividend yield for the trailing twelve months is around 0.34%, while BIAWX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QGRO American Century STOXX U.S. Quality Growth ETF | 0.34% | 0.41% | 0.46% | 0.31% | 0.22% | 0.38% | 0.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BIAWX Brown Advisory Sustainable Growth Fund | 0.00% | 0.00% | 0.00% | 1.85% | 0.00% | 0.75% | 3.75% | 1.71% | 0.72% | 4.76% | 2.10% | 1.03% |
Drawdowns
QGRO vs. BIAWX - Drawdown Comparison
The maximum QGRO drawdown since its inception was -32.57%, smaller than the maximum BIAWX drawdown of -36.94%. Use the drawdown chart below to compare losses from any high point for QGRO and BIAWX. For additional features, visit the drawdowns tool.
Volatility
QGRO vs. BIAWX - Volatility Comparison
The current volatility for American Century STOXX U.S. Quality Growth ETF (QGRO) is 4.64%, while Brown Advisory Sustainable Growth Fund (BIAWX) has a volatility of 5.04%. This indicates that QGRO experiences smaller price fluctuations and is considered to be less risky than BIAWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.