QGRPX vs. DVRUX
Compare and contrast key facts about UBS US Quality Growth At Reasonable Price Fund (QGRPX) and UBS US Dividend Ruler Fund (DVRUX).
QGRPX is managed by UBS Asset Management. It was launched on Jul 8, 2020. DVRUX is managed by UBS Asset Management. It was launched on Jul 8, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: QGRPX or DVRUX.
Correlation
The correlation between QGRPX and DVRUX is 0.83, 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
QGRPX vs. DVRUX - Performance Comparison
Key characteristics
QGRPX:
0.95
DVRUX:
1.26
QGRPX:
1.33
DVRUX:
1.69
QGRPX:
1.18
DVRUX:
1.23
QGRPX:
1.47
DVRUX:
2.17
QGRPX:
4.77
DVRUX:
6.31
QGRPX:
3.25%
DVRUX:
2.53%
QGRPX:
16.39%
DVRUX:
12.69%
QGRPX:
-31.81%
DVRUX:
-19.06%
QGRPX:
-5.02%
DVRUX:
-3.09%
Returns By Period
In the year-to-date period, QGRPX achieves a 1.68% return, which is significantly lower than DVRUX's 3.36% return.
QGRPX
1.68%
-1.85%
3.90%
13.05%
N/A
N/A
DVRUX
3.36%
-1.03%
3.52%
13.85%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
QGRPX vs. DVRUX - Expense Ratio Comparison
Both QGRPX and DVRUX have an expense ratio of 0.50%.
Risk-Adjusted Performance
QGRPX vs. DVRUX — Risk-Adjusted Performance Rank
QGRPX
DVRUX
QGRPX vs. DVRUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS US Quality Growth At Reasonable Price Fund (QGRPX) and UBS US Dividend Ruler Fund (DVRUX). 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
QGRPX vs. DVRUX - Dividend Comparison
QGRPX's dividend yield for the trailing twelve months is around 0.42%, less than DVRUX's 1.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
QGRPX UBS US Quality Growth At Reasonable Price Fund | 0.42% | 0.43% | 0.42% | 0.00% | 0.19% | 0.10% |
DVRUX UBS US Dividend Ruler Fund | 1.40% | 1.45% | 2.19% | 1.26% | 1.20% | 0.42% |
Drawdowns
QGRPX vs. DVRUX - Drawdown Comparison
The maximum QGRPX drawdown since its inception was -31.81%, which is greater than DVRUX's maximum drawdown of -19.06%. Use the drawdown chart below to compare losses from any high point for QGRPX and DVRUX. For additional features, visit the drawdowns tool.
Volatility
QGRPX vs. DVRUX - Volatility Comparison
UBS US Quality Growth At Reasonable Price Fund (QGRPX) has a higher volatility of 4.52% compared to UBS US Dividend Ruler Fund (DVRUX) at 3.67%. This indicates that QGRPX's price experiences larger fluctuations and is considered to be riskier than DVRUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.