QGRPX vs. VOO

Last updated Jun 4, 2026

QGRPX (UBS US Quality Growth At Reasonable Price Fund) and VOO (Vanguard S&P 500 ETF) are both funds - QGRPX is a Large Cap Growth Equities fund managed by UBS, while VOO is a S&P 500 fund tracking the S&P 500 Index. Over the past 5 years, QGRPX returned 12.43%/yr vs 13.90%/yr for VOO. Their correlation of 0.90 suggests significant overlap in exposure. QGRPX charges 0.50%/yr vs 0.03%/yr for VOO.

Performance

QGRPX vs. VOO - 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 Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, QGRPX achieves a 4.11% return, which is significantly lower than VOO's 10.91% return.

QGRPX

• 1D: -0.61%
• 1M: 5.18%
• YTD: 4.11%
• 6M: 3.50%
• 1Y: 17.94%
• 3Y*: 20.49%
• 5Y*: 12.43%
• 10Y*: —

VOO

• 1D: -0.70%
• 1M: 5.04%
• YTD: 10.91%
• 6M: 10.93%
• 1Y: 28.04%
• 3Y*: 22.44%
• 5Y*: 13.90%
• 10Y*: 15.56%

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

QGRPX vs. VOO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020
QGRPX UBS US Quality Growth At Reasonable Price Fund	4.11%	15.51%	25.13%	35.52%	-25.57%	29.14%	14.62%
VOO Vanguard S&P 500 ETF	10.91%	17.82%	24.98%	26.32%	-18.17%	28.79%	19.96%

Correlation

The correlation between QGRPX and VOO is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.79
Correlation (3Y) Calculated over the trailing 3-year period	0.84
Correlation (5Y) Calculated over the trailing 5-year period	0.90
Correlation (All Time) Calculated using the full available price history since Jul 10, 2020	0.90

The correlation between QGRPX and VOO shifts across timeframes, from 0.79 (1 year) to 0.90 (all time), reflecting how their relationship changes across market environments.

Return for Risk

QGRPX vs. VOO — Risk / Return Rank

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

QGRPX

QGRPX Risk / Return Rank: 19
QGRPX Sharpe Ratio Rank: 24
QGRPX Sortino Ratio Rank: 22
QGRPX Omega Ratio Rank: 22
QGRPX Calmar Ratio Rank: 12
QGRPX Martin Ratio Rank: 12

VOO

VOO Risk / Return Rank: 70
VOO Sharpe Ratio Rank: 71
VOO Sortino Ratio Rank: 70
VOO Omega Ratio Rank: 70
VOO Calmar Ratio Rank: 62
VOO Martin Ratio Rank: 75

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. VOO - 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 Vanguard S&P 500 ETF (VOO). 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.

	QGRPX	VOO	Difference
Sharpe ratio Return per unit of total volatility	1.39	2.39	-1.00
Sortino ratio Return per unit of downside risk	1.99	3.25	-1.26
Omega ratio Gain probability vs. loss probability	1.25	1.43	-0.19
Calmar ratio Return relative to maximum drawdown	1.16	3.16	-2.01
Martin ratio Return relative to average drawdown	3.68	14.73	-11.04
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

QGRPX vs. VOO - Sharpe Ratio Comparison

The current QGRPX Sharpe Ratio is 1.39, which is lower than the VOO Sharpe Ratio of 2.39. The chart below compares the historical Sharpe Ratios of QGRPX and VOO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	QGRPX	VOO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.39	2.39	-1.00
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.65	0.83	-0.18
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.87	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.78	0.89	-0.11

Drawdowns

QGRPX vs. VOO - Drawdown Comparison

The maximum QGRPX drawdown since its inception was -30.28%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for QGRPX and VOO.

Drawdown Indicators

	QGRPX	VOO	Difference
Max Drawdown Largest peak-to-trough decline	-30.28%	-33.99%	+3.71%
Max Drawdown (1Y) Largest decline over 1 year	-17.45%	-8.90%	-8.55%
Max Drawdown (3Y) Largest decline over 3 years	-21.03%	-18.69%	-2.34%
Max Drawdown (5Y) Largest decline over 5 years	-30.28%	-24.52%	-5.76%
Max Drawdown (10Y) Largest decline over 10 years	—	-33.99%	—
Current Drawdown Current decline from peak	-0.61%	-0.70%	+0.09%
Average Drawdown Average peak-to-trough decline	-7.56%	-3.69%	-3.87%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.29%	1.91%	+3.38%

Volatility

QGRPX vs. VOO - Volatility Comparison

UBS US Quality Growth At Reasonable Price Fund (QGRPX) has a higher volatility of 3.16% compared to Vanguard S&P 500 ETF (VOO) at 2.84%. This indicates that QGRPX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	QGRPX	VOO	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.16%	2.84%	+0.32%
Volatility (6M) Calculated over the trailing 6-month period	11.75%	8.90%	+2.85%
Volatility (1Y) Calculated over the trailing 1-year period	14.54%	11.80%	+2.74%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.60%	16.81%	+2.79%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.29%	18.01%	+1.28%

QGRPX vs. VOO - Expense Ratio Comparison

QGRPX has a 0.50% expense ratio, which is higher than VOO's 0.03% expense ratio.

Dividends

QGRPX vs. VOO - Dividend Comparison

QGRPX's dividend yield for the trailing twelve months is around 5.92%, more than VOO's 1.03% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
QGRPX UBS US Quality Growth At Reasonable Price Fund	5.92%	6.16%	3.62%	0.42%	1.00%	2.84%	0.37%	0.00%	0.00%	0.00%	0.00%	0.00%
VOO Vanguard S&P 500 ETF	1.03%	1.13%	1.24%	1.46%	1.69%	1.25%	1.54%	1.88%	2.06%	1.78%	2.02%	2.10%

Frequently Asked Questions

Can I hold both QGRPX and VOO in my portfolio?

QGRPX and VOO have a correlation of 0.79, 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 VOO?

QGRPX has higher volatility (3.16%) compared to VOO (2.84%). In terms of maximum drawdown, QGRPX dropped -30.28% vs VOO's -33.99%.

Which has better risk-adjusted returns?

VOO currently has the higher Sharpe Ratio (2.39 vs 1.39), 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.