QGRPX vs. QGRW

Last updated Jun 25, 2026

QGRPX (UBS US Quality Growth At Reasonable Price Fund) and QGRW (WisdomTree U.S. Quality Growth Fund) are both Large Cap Growth Equities funds. Over the past 3 years, QGRPX returned 17.63%/yr vs 26.28%/yr for QGRW. Their correlation of 0.90 suggests significant overlap in exposure. QGRPX charges 0.50%/yr vs 0.28%/yr for QGRW.

Performance

QGRPX vs. QGRW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in UBS US Quality Growth At Reasonable Price Fund (QGRPX) and WisdomTree U.S. Quality Growth Fund (QGRW). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, QGRPX achieves a -1.87% return, which is significantly lower than QGRW's 9.00% return.

QGRPX

• 1D: -1.45%
• 1M: -3.92%
• YTD: -1.87%
• 6M: -2.75%
• 1Y: 7.91%
• 3Y*: 17.63%
• 5Y*: 10.21%
• 10Y*: —

QGRW

• 1D: -0.08%
• 1M: -3.66%
• YTD: 9.00%
• 6M: 7.55%
• 1Y: 24.69%
• 3Y*: 26.28%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

QGRPX vs. QGRW - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
QGRPX UBS US Quality Growth At Reasonable Price Fund	-1.87%	15.51%	25.13%	35.52%	-4.17%
QGRW WisdomTree U.S. Quality Growth Fund	9.00%	19.20%	34.85%	56.05%	-3.07%

Correlation

The correlation between QGRPX and QGRW is 0.86, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.86
Correlation (3Y) Calculated over the trailing 3-year period	0.89
Correlation (All Time) Calculated using the full available price history since Dec 15, 2022	0.90

The correlation between QGRPX and QGRW has been stable across timeframes, ranging from 0.86 to 0.90 - a consistent structural relationship.

Return for Risk

QGRPX vs. QGRW — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

QGRPX

QGRPX Risk / Return Rank: 8
QGRPX Sharpe Ratio Rank: 9
QGRPX Sortino Ratio Rank: 9
QGRPX Omega Ratio Rank: 9
QGRPX Calmar Ratio Rank: 7
QGRPX Martin Ratio Rank: 8

QGRW

QGRW Risk / Return Rank: 40
QGRW Sharpe Ratio Rank: 42
QGRW Sortino Ratio Rank: 40
QGRW Omega Ratio Rank: 41
QGRW Calmar Ratio Rank: 36
QGRW Martin Ratio Rank: 42

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

QGRPX vs. QGRW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UBS US Quality Growth At Reasonable Price Fund (QGRPX) and WisdomTree U.S. Quality Growth Fund (QGRW). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	QGRPX	QGRW	Difference
Sharpe ratio: Return per unit of total volatility	0.68	1.33	-0.65
Sortino ratio: Return per unit of downside risk	1.04	1.84	-0.80
Omega ratio: Gain probability vs. loss probability	1.13	1.24	-0.11
Calmar ratio: Return relative to maximum drawdown	0.59	1.61	-1.01
Martin ratio: Return relative to average drawdown	1.86	5.97	-4.11

QGRPX vs. QGRW - Sharpe Ratio Comparison

The current QGRPX Sharpe Ratio is 0.68, which is lower than the QGRW Sharpe Ratio of 1.33. The chart below compares the historical Sharpe Ratios of QGRPX and QGRW, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

QGRPX vs. QGRW - Drawdown Comparison

The maximum QGRPX drawdown since its inception was -30.28%, which is greater than QGRW's maximum drawdown of -24.40%. Use the drawdown chart below to compare losses from any high point for QGRPX and QGRW.

Drawdown Indicators

	QGRPX	QGRW	Difference
Max Drawdown Largest peak-to-trough decline	-30.28%	-24.40%	-5.88%
Max Drawdown (1Y) Largest decline over 1 year	-17.45%	-15.44%	-2.01%
Max Drawdown (3Y) Largest decline over 3 years	-21.03%	-24.40%	+3.37%
Max Drawdown (5Y) Largest decline over 5 years	-30.28%	—	—
Current Drawdown Current decline from peak	-6.32%	-6.82%	+0.50%
Average Drawdown Average peak-to-trough decline	-7.53%	-3.29%	-4.24%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.38%	4.14%	+1.24%

Volatility

QGRPX vs. QGRW - Volatility Comparison

The current volatility for UBS US Quality Growth At Reasonable Price Fund (QGRPX) is 5.65%, while WisdomTree U.S. Quality Growth Fund (QGRW) has a volatility of 7.92%. This indicates that QGRPX experiences smaller price fluctuations and is considered to be less risky than QGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	QGRPX	QGRW	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.65%	7.92%	-2.27%
Volatility (6M) Calculated over the trailing 6-month period	12.44%	15.10%	-2.66%
Volatility (1Y) Calculated over the trailing 1-year period	15.36%	18.64%	-3.28%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.73%	21.27%	-1.54%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.32%	21.27%	-1.95%

QGRPX vs. QGRW - Expense Ratio Comparison

QGRPX has a 0.50% expense ratio, which is higher than QGRW's 0.28% expense ratio.

Dividends

QGRPX vs. QGRW - Dividend Comparison

QGRPX's dividend yield for the trailing twelve months is around 6.28%, more than QGRW's 0.08% yield.

Position	TTM	2025	2024	2023	2022	2021	2020
QGRPX UBS US Quality Growth At Reasonable Price Fund	6.28%	6.16%	3.62%	0.42%	1.00%	2.84%	0.37%
QGRW WisdomTree U.S. Quality Growth Fund	0.08%	0.09%	0.14%	0.11%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both QGRPX and QGRW in my portfolio?

QGRPX and QGRW have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, QGRPX or QGRW?

QGRW has higher volatility (7.92%) compared to QGRPX (5.65%). In terms of maximum drawdown, QGRPX dropped -30.28% vs QGRW's -24.40%.

Which has better risk-adjusted returns?

QGRW currently has the higher Sharpe Ratio (1.33 vs 0.68), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.