QGRO vs. ELFNX
Compare and contrast key facts about American Century STOXX U.S. Quality Growth ETF (QGRO) and Elfun Trusts (ELFNX).
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. ELFNX is managed by State Street Global Advisors. It was launched on May 27, 1935.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: QGRO or ELFNX.
Correlation
The correlation between QGRO and ELFNX is 0.87, 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. ELFNX - Performance Comparison
Key characteristics
QGRO:
0.50
ELFNX:
-0.28
QGRO:
0.83
ELFNX:
-0.24
QGRO:
1.12
ELFNX:
0.96
QGRO:
0.48
ELFNX:
-0.24
QGRO:
1.89
ELFNX:
-0.79
QGRO:
5.99%
ELFNX:
7.70%
QGRO:
22.82%
ELFNX:
21.44%
QGRO:
-32.57%
ELFNX:
-61.49%
QGRO:
-16.98%
ELFNX:
-20.12%
Returns By Period
In the year-to-date period, QGRO achieves a -8.46% return, which is significantly higher than ELFNX's -9.71% return.
QGRO
-8.46%
-3.30%
-2.49%
13.37%
17.92%
N/A
ELFNX
-9.71%
-5.29%
-16.67%
-4.83%
8.36%
4.16%
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QGRO vs. ELFNX - Expense Ratio Comparison
QGRO has a 0.29% expense ratio, which is higher than ELFNX's 0.18% expense ratio.
Risk-Adjusted Performance
QGRO vs. ELFNX — Risk-Adjusted Performance Rank
QGRO
ELFNX
QGRO vs. ELFNX - 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 Elfun Trusts (ELFNX). 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. ELFNX - Dividend Comparison
QGRO's dividend yield for the trailing twelve months is around 0.31%, less than ELFNX's 1.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QGRO American Century STOXX U.S. Quality Growth ETF | 0.31% | 0.25% | 0.41% | 0.46% | 0.31% | 0.22% | 0.38% | 0.13% | 0.00% | 0.00% | 0.00% | 0.00% |
ELFNX Elfun Trusts | 1.11% | 1.01% | 1.08% | 1.28% | 0.93% | 0.96% | 1.08% | 1.51% | 1.29% | 1.48% | 1.47% | 1.28% |
Drawdowns
QGRO vs. ELFNX - Drawdown Comparison
The maximum QGRO drawdown since its inception was -32.57%, smaller than the maximum ELFNX drawdown of -61.49%. Use the drawdown chart below to compare losses from any high point for QGRO and ELFNX. For additional features, visit the drawdowns tool.
Volatility
QGRO vs. ELFNX - Volatility Comparison
American Century STOXX U.S. Quality Growth ETF (QGRO) has a higher volatility of 15.09% compared to Elfun Trusts (ELFNX) at 13.26%. This indicates that QGRO's price experiences larger fluctuations and is considered to be riskier than ELFNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.