QGRPX vs. VOO
Compare and contrast key facts about UBS US Quality Growth At Reasonable Price Fund (QGRPX) and Vanguard S&P 500 ETF (VOO).
QGRPX is managed by UBS. It was launched on Jul 8, 2020. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
QGRPX vs. VOO - Performance Comparison
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QGRPX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
QGRPX UBS US Quality Growth At Reasonable Price Fund | -11.21% | 15.51% | 25.13% | 35.52% | -25.57% | 29.14% | 14.62% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 19.96% |
Returns By Period
In the year-to-date period, QGRPX achieves a -11.21% return, which is significantly lower than VOO's -3.66% return.
QGRPX
- 1D
- 3.61%
- 1M
- -5.51%
- YTD
- -11.21%
- 6M
- -10.79%
- 1Y
- 9.83%
- 3Y*
- 16.82%
- 5Y*
- 9.75%
- 10Y*
- —
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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QGRPX vs. VOO - Expense Ratio Comparison
QGRPX has a 0.50% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
QGRPX vs. VOO — Risk / Return Rank
QGRPX
VOO
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 ratioReturn per unit of total volatility | 0.54 | 1.01 | -0.46 |
Sortino ratioReturn per unit of downside risk | 0.95 | 1.53 | -0.58 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.23 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.21 | 1.55 | -1.35 |
Martin ratioReturn relative to average drawdown | 0.68 | 7.31 | -6.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| QGRPX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 1.01 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.71 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.83 | -0.20 |
Correlation
The correlation between QGRPX and VOO is 0.91, 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.
Dividends
QGRPX vs. VOO - Dividend Comparison
QGRPX's dividend yield for the trailing twelve months is around 6.94%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QGRPX UBS US Quality Growth At Reasonable Price Fund | 6.94% | 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 | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
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.
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Drawdown Indicators
| QGRPX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.28% | -33.99% | +3.71% |
Max Drawdown (1Y)Largest decline over 1 year | -17.45% | -11.98% | -5.47% |
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 DrawdownCurrent decline from peak | -14.47% | -5.55% | -8.92% |
Average DrawdownAverage peak-to-trough decline | -7.65% | -3.72% | -3.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.30% | 2.55% | +2.75% |
Volatility
QGRPX vs. VOO - Volatility Comparison
UBS US Quality Growth At Reasonable Price Fund (QGRPX) has a higher volatility of 6.13% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. 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.
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Volatility by Period
| QGRPX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.13% | 5.34% | +0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 11.43% | 9.47% | +1.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.16% | 18.11% | +3.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.60% | 16.82% | +2.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.43% | 17.99% | +1.44% |