QGRPX vs. VOOG
Compare and contrast key facts about UBS US Quality Growth At Reasonable Price Fund (QGRPX) and Vanguard S&P 500 Growth ETF (VOOG).
QGRPX is managed by UBS. It was launched on Jul 8, 2020. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth Index. It was launched on Apr 5, 2019.
Performance
QGRPX vs. VOOG - Performance Comparison
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QGRPX vs. VOOG - 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% |
VOOG Vanguard S&P 500 Growth ETF | -6.97% | 22.11% | 35.89% | 29.96% | -29.48% | 31.95% | 18.88% |
Returns By Period
In the year-to-date period, QGRPX achieves a -11.21% return, which is significantly lower than VOOG's -6.97% return.
QGRPX
- 1D
- 3.61%
- 1M
- -5.51%
- YTD
- -11.21%
- 6M
- -10.79%
- 1Y
- 9.83%
- 3Y*
- 16.82%
- 5Y*
- 9.75%
- 10Y*
- —
VOOG
- 1D
- 1.30%
- 1M
- -4.28%
- YTD
- -6.97%
- 6M
- -5.29%
- 1Y
- 23.21%
- 3Y*
- 22.32%
- 5Y*
- 12.46%
- 10Y*
- 15.86%
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QGRPX vs. VOOG - Expense Ratio Comparison
QGRPX has a 0.50% expense ratio, which is higher than VOOG's 0.07% expense ratio.
Return for Risk
QGRPX vs. VOOG — Risk / Return Rank
QGRPX
VOOG
QGRPX vs. VOOG - 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 Growth ETF (VOOG). 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 | VOOG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 1.05 | -0.50 |
Sortino ratioReturn per unit of downside risk | 0.95 | 1.62 | -0.67 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.23 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.21 | 1.76 | -1.55 |
Martin ratioReturn relative to average drawdown | 0.68 | 6.81 | -6.13 |
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 | VOOG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 1.05 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.59 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.84 | -0.21 |
Correlation
The correlation between QGRPX and VOOG is 0.94, 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. VOOG - Dividend Comparison
QGRPX's dividend yield for the trailing twelve months is around 6.94%, more than VOOG's 0.53% 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% |
VOOG Vanguard S&P 500 Growth ETF | 0.53% | 0.49% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% |
Drawdowns
QGRPX vs. VOOG - Drawdown Comparison
The maximum QGRPX drawdown since its inception was -30.28%, smaller than the maximum VOOG drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for QGRPX and VOOG.
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Drawdown Indicators
| QGRPX | VOOG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.28% | -32.73% | +2.45% |
Max Drawdown (1Y)Largest decline over 1 year | -17.45% | -13.71% | -3.74% |
Max Drawdown (5Y)Largest decline over 5 years | -30.28% | -32.73% | +2.45% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.73% | — |
Current DrawdownCurrent decline from peak | -14.47% | -9.07% | -5.40% |
Average DrawdownAverage peak-to-trough decline | -7.65% | -5.01% | -2.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.30% | 3.54% | +1.76% |
Volatility
QGRPX vs. VOOG - Volatility Comparison
The current volatility for UBS US Quality Growth At Reasonable Price Fund (QGRPX) is 6.13%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 7.28%. This indicates that QGRPX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| QGRPX | VOOG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.13% | 7.28% | -1.15% |
Volatility (6M)Calculated over the trailing 6-month period | 11.43% | 12.68% | -1.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.16% | 22.28% | -1.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.60% | 21.16% | -1.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.43% | 20.65% | -1.22% |