QGRW vs. QGRPX

Last updated Jun 5, 2026

QGRW (WisdomTree U.S. Quality Growth Fund) and QGRPX (UBS US Quality Growth At Reasonable Price Fund) are both Large Cap Growth Equities funds. Over the past 3 years, QGRW returned 29.12%/yr vs 19.96%/yr for QGRPX. Their correlation of 0.90 suggests significant overlap in exposure. QGRW charges 0.28%/yr vs 0.50%/yr for QGRPX.

Performance

QGRW vs. QGRPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree U.S. Quality Growth Fund (QGRW) and UBS US Quality Growth At Reasonable Price Fund (QGRPX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, QGRW achieves a 15.43% return, which is significantly higher than QGRPX's 2.72% return.

QGRW

• 1D: 0.00%
• 1M: 8.02%
• YTD: 15.43%
• 6M: 14.33%
• 1Y: 35.04%
• 3Y*: 29.12%
• 5Y*: —
• 10Y*: —

QGRPX

• 1D: -1.33%
• 1M: 3.55%
• YTD: 2.72%
• 6M: 1.92%
• 1Y: 15.64%
• 3Y*: 19.96%
• 5Y*: 11.92%
• 10Y*: —

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

QGRW vs. QGRPX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
QGRW WisdomTree U.S. Quality Growth Fund	15.43%	19.20%	34.85%	56.05%	-3.30%
QGRPX UBS US Quality Growth At Reasonable Price Fund	2.72%	15.51%	25.13%	35.52%	-1.43%

Correlation

The correlation between QGRW and QGRPX 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	0.89
Correlation (All Time) Calculated using the full available price history since Dec 16, 2022	0.90

The correlation between QGRW and QGRPX has been stable across timeframes, ranging from 0.86 to 0.90 - a consistent structural relationship.

Return for Risk

QGRW vs. QGRPX — Risk / Return Rank

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

QGRW

QGRW Risk / Return Rank: 55
QGRW Sharpe Ratio Rank: 62
QGRW Sortino Ratio Rank: 58
QGRW Omega Ratio Rank: 58
QGRW Calmar Ratio Rank: 47
QGRW Martin Ratio Rank: 53

QGRPX

QGRPX Risk / Return Rank: 15
QGRPX Sharpe Ratio Rank: 18
QGRPX Sortino Ratio Rank: 18
QGRPX Omega Ratio Rank: 17
QGRPX Calmar Ratio Rank: 11
QGRPX Martin Ratio Rank: 12

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. QGRPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Quality Growth Fund (QGRW) and UBS US Quality Growth At Reasonable Price Fund (QGRPX). 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.

	QGRW	QGRPX	Difference
Sharpe ratio: Return per unit of total volatility	2.02	1.22	+0.81
Sortino ratio: Return per unit of downside risk	2.71	1.76	+0.95
Omega ratio: Gain probability vs. loss probability	1.35	1.22	+0.13
Calmar ratio: Return relative to maximum drawdown	2.28	1.02	+1.26
Martin ratio: Return relative to average drawdown	8.92	3.23	+5.69
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

QGRW vs. QGRPX - Sharpe Ratio Comparison

The current QGRW Sharpe Ratio is 2.02, which is higher than the QGRPX Sharpe Ratio of 1.22. The chart below compares the historical Sharpe Ratios of QGRW and QGRPX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	QGRW	QGRPX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.02	1.22	+0.81
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.62	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.65	0.76	+0.89

Drawdowns

QGRW vs. QGRPX - Drawdown Comparison

The maximum QGRW drawdown since its inception was -24.40%, smaller than the maximum QGRPX drawdown of -30.28%. Use the drawdown chart below to compare losses from any high point for QGRW and QGRPX.

Drawdown Indicators

	QGRW	QGRPX	Difference
Max Drawdown Largest peak-to-trough decline	-24.40%	-30.28%	+5.88%
Max Drawdown (1Y) Largest decline over 1 year	-15.44%	-17.45%	+2.01%
Max Drawdown (3Y) Largest decline over 3 years	-24.40%	-21.03%	-3.37%
Max Drawdown (5Y) Largest decline over 5 years	—	-30.28%	—
Current Drawdown Current decline from peak	-1.33%	-1.94%	+0.61%
Average Drawdown Average peak-to-trough decline	-3.26%	-7.56%	+4.30%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.94%	5.29%	-1.35%

Volatility

QGRW vs. QGRPX - Volatility Comparison

WisdomTree U.S. Quality Growth Fund (QGRW) has a higher volatility of 4.69% compared to UBS US Quality Growth At Reasonable Price Fund (QGRPX) at 3.51%. This indicates that QGRW's price experiences larger fluctuations and is considered to be riskier than QGRPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	QGRW	QGRPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.69%	3.51%	+1.18%
Volatility (6M) Calculated over the trailing 6-month period	13.67%	11.77%	+1.90%
Volatility (1Y) Calculated over the trailing 1-year period	17.39%	14.60%	+2.79%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.07%	19.61%	+1.46%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.07%	19.30%	+1.77%

QGRW vs. QGRPX - Expense Ratio Comparison

QGRW has a 0.28% expense ratio, which is lower than QGRPX's 0.50% expense ratio.

Dividends

QGRW vs. QGRPX - Dividend Comparison

QGRW's dividend yield for the trailing twelve months is around 0.07%, less than QGRPX's 6.00% yield.

Position	TTM	2025	2024	2023	2022	2021	2020
QGRPX UBS US Quality Growth At Reasonable Price Fund	6.00%	6.16%	3.62%	0.42%	1.00%	2.84%	0.37%
QGRW WisdomTree U.S. Quality Growth Fund	0.07%	0.09%	0.14%	0.11%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both QGRW and QGRPX in my portfolio?

QGRW and QGRPX 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 QGRPX?

QGRW has higher volatility (4.69%) compared to QGRPX (3.51%). In terms of maximum drawdown, QGRW dropped -24.40% vs QGRPX's -30.28%.

Which has better risk-adjusted returns?

QGRW currently has the higher Sharpe Ratio (2.02 vs 1.22), 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.