QGRPX vs. IWF
Compare and contrast key facts about UBS US Quality Growth At Reasonable Price Fund (QGRPX) and iShares Russell 1000 Growth ETF (IWF).
QGRPX is managed by UBS Asset Management. It was launched on Jul 8, 2020. IWF is a passively managed fund by iShares that tracks the performance of the Russell 1000 Growth Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: QGRPX or IWF.
Correlation
The correlation between QGRPX and IWF is 0.97, 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. IWF - Performance Comparison
Key characteristics
QGRPX:
1.14
IWF:
1.66
QGRPX:
1.57
IWF:
2.21
QGRPX:
1.21
IWF:
1.30
QGRPX:
1.76
IWF:
2.22
QGRPX:
5.77
IWF:
8.38
QGRPX:
3.22%
IWF:
3.52%
QGRPX:
16.28%
IWF:
17.77%
QGRPX:
-31.81%
IWF:
-64.18%
QGRPX:
-2.47%
IWF:
-0.51%
Returns By Period
In the year-to-date period, QGRPX achieves a 4.41% return, which is significantly higher than IWF's 3.68% return.
QGRPX
4.41%
3.87%
7.83%
17.06%
N/A
N/A
IWF
3.68%
2.83%
14.77%
27.70%
17.73%
16.58%
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QGRPX vs. IWF - Expense Ratio Comparison
QGRPX has a 0.50% expense ratio, which is higher than IWF's 0.19% expense ratio.
Risk-Adjusted Performance
QGRPX vs. IWF — Risk-Adjusted Performance Rank
QGRPX
IWF
QGRPX vs. IWF - 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 Russell 1000 Growth ETF (IWF). 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. IWF - Dividend Comparison
QGRPX's dividend yield for the trailing twelve months is around 0.41%, less than IWF's 0.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QGRPX UBS US Quality Growth At Reasonable Price Fund | 0.41% | 0.43% | 0.42% | 0.00% | 0.19% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWF iShares Russell 1000 Growth ETF | 0.44% | 0.46% | 0.67% | 0.91% | 0.50% | 0.66% | 0.99% | 1.27% | 1.10% | 1.43% | 1.37% | 1.33% |
Drawdowns
QGRPX vs. IWF - Drawdown Comparison
The maximum QGRPX drawdown since its inception was -31.81%, smaller than the maximum IWF drawdown of -64.18%. Use the drawdown chart below to compare losses from any high point for QGRPX and IWF. For additional features, visit the drawdowns tool.
Volatility
QGRPX vs. IWF - Volatility Comparison
The current volatility for UBS US Quality Growth At Reasonable Price Fund (QGRPX) is 4.39%, while iShares Russell 1000 Growth ETF (IWF) has a volatility of 5.16%. This indicates that QGRPX experiences smaller price fluctuations and is considered to be less risky than IWF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.