QGRPX vs. VOO

In the year-to-date period, QGRPX achieves a 0.70% return, which is significantly lower than VOO's 0.90% return.

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

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.

The current QGRPX Sharpe Ratio is 0.67, which is comparable to the VOO Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of QGRPX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

QGRPX's dividend yield for the trailing twelve months is around 3.60%, more than VOO's 1.29% yield.

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.

UBS US Quality Growth At Reasonable Price Fund (QGRPX) has a higher volatility of 5.46% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. 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.