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QGRW vs. MPT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

QGRW vs. MPT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree U.S. Quality Growth Fund (QGRW) and Medical Properties Trust, Inc (MPT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, QGRW achieves a 10.35% return, which is significantly higher than MPT's 1.04% return.


QGRW

1D
0.15%
1M
-0.58%
YTD
10.35%
6M
11.58%
1Y
29.61%
3Y*
26.27%
5Y*
10Y*

MPT

1D
-0.20%
1M
-1.78%
YTD
1.04%
6M
-0.94%
1Y
20.70%
3Y*
-11.46%
5Y*
-19.15%
10Y*
-3.69%
*Multi-year figures are annualized to reflect compound growth (CAGR)

QGRW vs. MPT - Yearly Performance Comparison


2026 (YTD)2025202420232022
QGRW
WisdomTree U.S. Quality Growth Fund
10.35%19.20%34.85%56.05%-3.07%
MPT
Medical Properties Trust, Inc
1.04%35.16%-11.55%-50.35%-6.07%

Correlation

The correlation between QGRW and MPT is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.04

Correlation (3Y)
Calculated over the trailing 3-year period

0.15

Correlation (All Time)
Calculated using the full available price history since Dec 15, 2022

0.18

The correlation between QGRW and MPT shifts across timeframes, from 0.04 (1 year) to 0.18 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

QGRW vs. MPT — Risk / Return Rank

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

QGRW
QGRW Risk / Return Rank: 4747
Overall Rank
QGRW Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
QGRW Sortino Ratio Rank: 4646
Sortino Ratio Rank
QGRW Omega Ratio Rank: 4848
Omega Ratio Rank
QGRW Calmar Ratio Rank: 4141
Calmar Ratio Rank
QGRW Martin Ratio Rank: 4747
Martin Ratio Rank

MPT
MPT Risk / Return Rank: 5959
Overall Rank
MPT Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
MPT Sortino Ratio Rank: 5858
Sortino Ratio Rank
MPT Omega Ratio Rank: 5555
Omega Ratio Rank
MPT Calmar Ratio Rank: 6060
Calmar Ratio Rank
MPT Martin Ratio Rank: 6161
Martin Ratio Rank
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. MPT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Quality Growth Fund (QGRW) and Medical Properties Trust, Inc (MPT). 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.


QGRWMPTDifference
Sharpe ratioReturn per unit of total volatility

+1.01

Sortino ratioReturn per unit of downside risk

+1.00

Omega ratioGain probability vs. loss probability

1.27

1.13

+0.14

Calmar ratioReturn relative to maximum drawdown

1.80

0.80

+1.00

Martin ratioReturn relative to average drawdown

6.86

1.79

+5.07

QGRW vs. MPT - Sharpe Ratio Comparison

The current QGRW Sharpe Ratio is 1.52, which is higher than the MPT Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of QGRW and MPT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

QGRW vs. MPT - Drawdown Comparison

The maximum QGRW drawdown since its inception was -24.40%, smaller than the maximum MPT drawdown of -84.50%. Use the drawdown chart below to compare losses from any high point for QGRW and MPT.


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Drawdown Indicators


QGRWMPTDifference

Max Drawdown

Largest peak-to-trough decline

-24.40%

-84.50%

+60.10%

Max Drawdown (1Y)

Largest decline over 1 year

-15.44%

-23.35%

+7.91%

Max Drawdown (3Y)

Largest decline over 3 years

-24.40%

-69.52%

+45.12%

Max Drawdown (5Y)

Largest decline over 5 years

-84.50%

Max Drawdown (10Y)

Largest decline over 10 years

-84.50%

Current Drawdown

Current decline from peak

-5.67%

-70.06%

+64.39%

Average Drawdown

Average peak-to-trough decline

-3.27%

-24.29%

+21.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.04%

10.36%

-6.32%

Volatility

QGRW vs. MPT - Volatility Comparison

WisdomTree U.S. Quality Growth Fund (QGRW) has a higher volatility of 7.09% compared to Medical Properties Trust, Inc (MPT) at 6.58%. This indicates that QGRW's price experiences larger fluctuations and is considered to be riskier than MPT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


QGRWMPTDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.09%

6.58%

+0.51%

Volatility (6M)

Calculated over the trailing 6-month period

14.83%

24.72%

-9.89%

Volatility (1Y)

Calculated over the trailing 1-year period

18.25%

36.26%

-18.01%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.20%

49.70%

-28.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.20%

41.47%

-20.27%

Dividends

QGRW vs. MPT - Dividend Comparison

QGRW's dividend yield for the trailing twelve months is around 0.08%, less than MPT's 6.85% yield.


PositionTTM20252024202320222021202020192018201720162015
MPT
Medical Properties Trust, Inc
6.85%6.60%11.65%17.92%10.41%4.74%4.96%4.83%6.22%6.97%7.40%7.65%
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


QGRW and MPT have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

QGRW has higher volatility (7.09%) compared to MPT (6.58%). In terms of maximum drawdown, QGRW dropped -24.40% vs MPT's -84.50%.

QGRW currently has the higher Sharpe Ratio (1.52 vs 0.51), 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.

Portfolio Optimizer

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