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 3 years, R1GR.AS returned 20.36%/yr vs 23.38%/yr for QGRW. A 0.62 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 2.47% return, which is significantly lower than QGRW's 10.02% return.
R1GR.AS
- 1D
- 0.00%
- 1M
- -1.01%
- 6M
- 3.65%
- YTD
- 2.47%
- 1Y
- 12.60%
- 3Y*
- 20.36%
- 5Y*
- —
- 10Y*
- —
QGRW
- 1D
- -1.45%
- 1M
- -0.71%
- 6M
- 9.47%
- YTD
- 10.02%
- 1Y
- 21.10%
- 3Y*
- 23.38%
- 5Y*
- —
- 10Y*
- —
R1GR.AS vs. QGRW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
R1GR.AS iShares Russell 1000 Growth UCITS ETF | 2.47% | 17.57% | 35.07% | 11.97% |
QGRW WisdomTree U.S. Quality Growth Fund | 10.02% | 19.20% | 34.85% | 13.05% |
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 (3Y) Calculated over the trailing 3-year period | 0.62 |
Correlation (All Time) Calculated using the full available price history since Jun 28, 2023 | 0.62 |
The correlation between R1GR.AS and QGRW has been stable across timeframes, ranging from 0.62 to 0.68 - a consistent structural relationship.
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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.
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.
| R1GR.AS | QGRW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.36 | ||
| Sortino ratioReturn per unit of downside risk | -0.40 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.20 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.80 | 1.37 | -0.58 |
| Martin ratioReturn relative to average drawdown | 2.42 | 4.93 | -2.51 |
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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 | -23.09% | -24.40% | +1.31% |
Current DrawdownCurrent decline from peak | -5.22% | -5.94% | +0.72% |
Average DrawdownAverage peak-to-trough decline | -3.43% | -3.31% | -0.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.18% | 4.29% | +0.89% |
Volatility
R1GR.AS vs. QGRW - Volatility Comparison
iShares Russell 1000 Growth UCITS ETF (R1GR.AS) and WisdomTree U.S. Quality Growth Fund (QGRW) have volatilities of 5.92% and 5.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. 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 | 5.92% | 5.76% | +0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 12.81% | 15.54% | -2.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.63% | 18.99% | -2.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.88% | 21.22% | -3.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.88% | 21.22% | -3.34% |
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 0.08%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
QGRW WisdomTree U.S. Quality Growth Fund | 0.08% | 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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