R1GR.AS vs. QGRW
R1GR.AS (iShares Russell 1000 Growth UCITS ETF) and QGRW (WisdomTree U.S. Quality Growth Fund) are both Large Cap Growth Equities funds - R1GR.AS tracks the Russell 1000 Growth UCITS 30/18 Capped index while QGRW tracks the WisdomTree U.S. Quality Growth Index. Both are passively managed. Over the past year, R1GR.AS returned 25.33% vs 35.04% for QGRW. A 0.57 correlation means they provide meaningful diversification when combined. R1GR.AS charges 0.18%/yr vs 0.28%/yr for QGRW.
Performance
R1GR.AS vs. QGRW - Performance Comparison
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Returns By Period
In the year-to-date period, R1GR.AS achieves a 6.45% return, which is significantly lower than QGRW's 15.43% return.
R1GR.AS
- 1D
- -0.17%
- 1M
- 5.23%
- YTD
- 6.45%
- 6M
- 6.63%
- 1Y
- 25.33%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
QGRW
- 1D
- 0.00%
- 1M
- 8.02%
- YTD
- 15.43%
- 6M
- 14.33%
- 1Y
- 35.04%
- 3Y*
- 29.12%
- 5Y*
- —
- 10Y*
- —
R1GR.AS vs. QGRW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
R1GR.AS iShares Russell 1000 Growth UCITS ETF | 6.45% | 17.57% | 35.07% | 6.55% |
QGRW WisdomTree U.S. Quality Growth Fund | 15.43% | 19.20% | 34.85% | 7.20% |
Correlation
The correlation between R1GR.AS and QGRW is 0.68, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.68 |
Correlation (All Time) Calculated using the full available price history since Aug 1, 2023 | 0.57 |
The correlation between R1GR.AS and QGRW shifts across timeframes, from 0.57 (all time) to 0.68 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
R1GR.AS vs. QGRW — Risk / Return Rank
R1GR.AS
QGRW
R1GR.AS vs. QGRW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell 1000 Growth UCITS ETF (R1GR.AS) and WisdomTree U.S. Quality Growth Fund (QGRW). 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.
| R1GR.AS | QGRW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.40 | ||
| Sortino ratioReturn per unit of downside risk | -0.35 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.35 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.59 | 2.28 | -0.69 |
| Martin ratioReturn relative to average drawdown | 5.20 | 8.92 | -3.72 |
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
| R1GR.AS | QGRW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.63 | 2.02 | -0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.32 | 1.65 | -0.33 |
Drawdowns
R1GR.AS vs. QGRW - Drawdown Comparison
The maximum R1GR.AS drawdown since its inception was -23.09%, smaller than the maximum QGRW drawdown of -24.40%. Use the drawdown chart below to compare losses from any high point for R1GR.AS and QGRW.
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Drawdown Indicators
| R1GR.AS | QGRW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.09% | -24.40% | +1.31% |
Max Drawdown (1Y)Largest decline over 1 year | -15.71% | -15.44% | -0.27% |
Max Drawdown (3Y)Largest decline over 3 years | — | -24.40% | — |
Current DrawdownCurrent decline from peak | -1.53% | -1.33% | -0.20% |
Average DrawdownAverage peak-to-trough decline | -3.34% | -3.26% | -0.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.84% | 3.94% | +0.90% |
Volatility
R1GR.AS vs. QGRW - Volatility Comparison
The current volatility for iShares Russell 1000 Growth UCITS ETF (R1GR.AS) is 4.13%, while WisdomTree U.S. Quality Growth Fund (QGRW) has a volatility of 4.69%. This indicates that R1GR.AS experiences smaller price fluctuations and is considered to be less risky than QGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| R1GR.AS | QGRW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.13% | 4.69% | -0.56% |
Volatility (6M)Calculated over the trailing 6-month period | 11.33% | 13.67% | -2.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.36% | 17.39% | -2.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.90% | 21.07% | -2.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.90% | 21.07% | -2.17% |
R1GR.AS vs. QGRW - Expense Ratio Comparison
R1GR.AS has a 0.18% expense ratio, which is lower than QGRW's 0.28% expense ratio.
Dividends
R1GR.AS vs. QGRW - Dividend Comparison
R1GR.AS has not paid dividends to shareholders, while QGRW's dividend yield for the trailing twelve months is around 0.07%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
QGRW WisdomTree U.S. Quality Growth Fund | 0.07% | 0.09% | 0.14% | 0.11% |
R1GR.AS iShares Russell 1000 Growth UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
R1GR.AS and QGRW have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, R1GR.AS is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
R1GR.AS is cheaper with a 0.18% expense ratio, compared with 0.28% for QGRW.
R1GR.AS tracks Russell 1000 Growth UCITS 30/18 Capped index, while QGRW tracks WisdomTree U.S. Quality Growth Index. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.18% for R1GR.AS and 0.28% for QGRW.
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