QGRW vs. HCMPX

Last updated Jun 26, 2026

QGRW (WisdomTree U.S. Quality Growth Fund) and HCMPX (HCM Dividend Sector Plus Fund) are both funds - QGRW is a Large Cap Growth Equities fund tracking the WisdomTree U.S. Quality Growth Index, while HCMPX is a Large Cap Value Equities fund managed by Howard Capital Management. Over the past 3 years, QGRW returned 26.28%/yr vs 22.06%/yr for HCMPX. Their correlation of 0.87 suggests significant overlap in exposure. QGRW charges 0.28%/yr vs 2.38%/yr for HCMPX.

Performance

QGRW vs. HCMPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree U.S. Quality Growth Fund (QGRW) and HCM Dividend Sector Plus Fund (HCMPX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, QGRW achieves a 9.00% return, which is significantly higher than HCMPX's 3.01% return.

QGRW

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

HCMPX

• 1D: -0.09%
• 1M: -2.75%
• YTD: 3.01%
• 6M: 0.80%
• 1Y: 21.18%
• 3Y*: 22.06%
• 5Y*: 12.18%
• 10Y*: 14.95%

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

QGRW vs. HCMPX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
QGRW WisdomTree U.S. Quality Growth Fund	9.00%	19.20%	34.85%	56.05%	-3.07%
HCMPX HCM Dividend Sector Plus Fund	3.01%	15.92%	43.56%	16.87%	-3.15%

Correlation

The correlation between QGRW and HCMPX 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	0.86
Correlation (All Time) Calculated using the full available price history since Dec 15, 2022	0.87

The correlation between QGRW and HCMPX has been stable across timeframes, ranging from 0.86 to 0.87 - a consistent structural relationship.

Return for Risk

QGRW vs. HCMPX — Risk / Return Rank

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

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

HCMPX

HCMPX Risk / Return Rank: 29
HCMPX Sharpe Ratio Rank: 26
HCMPX Sortino Ratio Rank: 22
HCMPX Omega Ratio Rank: 26
HCMPX Calmar Ratio Rank: 38
HCMPX Martin Ratio Rank: 34

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.

QGRW vs. HCMPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Quality Growth Fund (QGRW) and HCM Dividend Sector Plus Fund (HCMPX). 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.

	QGRW	HCMPX	Difference
Sharpe ratio: Return per unit of total volatility	1.33	1.20	+0.13
Sortino ratio: Return per unit of downside risk	1.84	1.62	+0.22
Omega ratio: Gain probability vs. loss probability	1.24	1.22	+0.02
Calmar ratio: Return relative to maximum drawdown	1.61	2.02	-0.41
Martin ratio: Return relative to average drawdown	5.97	6.49	-0.51

QGRW vs. HCMPX - Sharpe Ratio Comparison

The current QGRW Sharpe Ratio is 1.33, which is comparable to the HCMPX Sharpe Ratio of 1.20. The chart below compares the historical Sharpe Ratios of QGRW and HCMPX, 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

QGRW vs. HCMPX - Drawdown Comparison

The maximum QGRW drawdown since its inception was -24.40%, smaller than the maximum HCMPX drawdown of -28.88%. Use the drawdown chart below to compare losses from any high point for QGRW and HCMPX.

Drawdown Indicators

	QGRW	HCMPX	Difference
Max Drawdown Largest peak-to-trough decline	-24.40%	-28.88%	+4.48%
Max Drawdown (1Y) Largest decline over 1 year	-15.44%	-10.42%	-5.02%
Max Drawdown (3Y) Largest decline over 3 years	-24.40%	-18.43%	-5.97%
Max Drawdown (5Y) Largest decline over 5 years	—	-26.86%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-28.88%	—
Current Drawdown Current decline from peak	-6.82%	-4.64%	-2.18%
Average Drawdown Average peak-to-trough decline	-3.29%	-7.94%	+4.65%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.14%	3.24%	+0.90%

Volatility

QGRW vs. HCMPX - Volatility Comparison

WisdomTree U.S. Quality Growth Fund (QGRW) has a higher volatility of 7.92% compared to HCM Dividend Sector Plus Fund (HCMPX) at 6.96%. This indicates that QGRW's price experiences larger fluctuations and is considered to be riskier than HCMPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	QGRW	HCMPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.92%	6.96%	+0.96%
Volatility (6M) Calculated over the trailing 6-month period	15.10%	12.62%	+2.48%
Volatility (1Y) Calculated over the trailing 1-year period	18.64%	17.70%	+0.94%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.27%	19.65%	+1.62%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.27%	20.18%	+1.09%

QGRW vs. HCMPX - Expense Ratio Comparison

QGRW has a 0.28% expense ratio, which is lower than HCMPX's 2.38% expense ratio.

Dividends

QGRW vs. HCMPX - Dividend Comparison

QGRW's dividend yield for the trailing twelve months is around 0.08%, less than HCMPX's 0.42% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
HCMPX HCM Dividend Sector Plus Fund	0.42%	0.43%	29.52%	5.15%	8.57%	0.00%	0.00%	0.15%	12.87%	8.64%	4.18%	2.18%
QGRW WisdomTree U.S. Quality Growth Fund	0.08%	0.09%	0.14%	0.11%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both QGRW and HCMPX in my portfolio?

QGRW and HCMPX 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, QGRW or HCMPX?

QGRW has higher volatility (7.92%) compared to HCMPX (6.96%). In terms of maximum drawdown, QGRW dropped -24.40% vs HCMPX's -28.88%.

Which has better risk-adjusted returns?

QGRW currently has the higher Sharpe Ratio (1.33 vs 1.20), 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.