QGRPX vs. GARP
Compare and contrast key facts about UBS US Quality Growth At Reasonable Price Fund (QGRPX) and iShares MSCI USA Quality GARP ETF (GARP).
QGRPX is managed by UBS Asset Management. It was launched on Jul 8, 2020. GARP is a passively managed fund by iShares that tracks the performance of the MSCI USA Quality GARP Select Index. It was launched on Jan 14, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: QGRPX or GARP.
Correlation
The correlation between QGRPX and GARP is 0.94, 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. GARP - Performance Comparison
Key characteristics
QGRPX:
0.95
GARP:
1.52
QGRPX:
1.33
GARP:
2.04
QGRPX:
1.18
GARP:
1.27
QGRPX:
1.47
GARP:
2.17
QGRPX:
4.77
GARP:
7.97
QGRPX:
3.25%
GARP:
3.66%
QGRPX:
16.39%
GARP:
19.27%
QGRPX:
-31.81%
GARP:
-31.34%
QGRPX:
-5.02%
GARP:
-3.35%
Returns By Period
The year-to-date returns for both investments are quite close, with QGRPX having a 1.68% return and GARP slightly higher at 1.76%.
QGRPX
1.68%
-1.85%
3.90%
13.05%
N/A
N/A
GARP
1.76%
-2.92%
9.82%
25.71%
18.92%
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. GARP - Expense Ratio Comparison
QGRPX has a 0.50% expense ratio, which is higher than GARP's 0.15% expense ratio.
Risk-Adjusted Performance
QGRPX vs. GARP — Risk-Adjusted Performance Rank
QGRPX
GARP
QGRPX vs. GARP - 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 iShares MSCI USA Quality GARP ETF (GARP). 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. GARP - Dividend Comparison
QGRPX's dividend yield for the trailing twelve months is around 0.42%, more than GARP's 0.38% 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% |
GARP iShares MSCI USA Quality GARP ETF | 0.38% | 0.39% | 0.75% | 1.85% | 0.67% | 0.75% |
Drawdowns
QGRPX vs. GARP - Drawdown Comparison
The maximum QGRPX drawdown since its inception was -31.81%, roughly equal to the maximum GARP drawdown of -31.34%. Use the drawdown chart below to compare losses from any high point for QGRPX and GARP. For additional features, visit the drawdowns tool.
Volatility
QGRPX vs. GARP - Volatility Comparison
The current volatility for UBS US Quality Growth At Reasonable Price Fund (QGRPX) is 4.52%, while iShares MSCI USA Quality GARP ETF (GARP) has a volatility of 5.71%. This indicates that QGRPX experiences smaller price fluctuations and is considered to be less risky than GARP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.