RBLD vs. QGRW

Last updated Jun 24, 2026

RBLD (First Trust Alerian U.S. NextGen Infrastructure ETF) and QGRW (WisdomTree U.S. Quality Growth Fund) are both exchange-traded funds - RBLD is a Industrials Equities fund tracking the Alerian US NextGen Infrastructure Index - Benchmark TR Net, while QGRW is a Large Cap Growth Equities fund tracking the WisdomTree U.S. Quality Growth Index. Both are passively managed. Over the past 3 years, RBLD returned 21.76%/yr vs 25.81%/yr for QGRW. A 0.60 correlation means they provide meaningful diversification when combined. RBLD charges 0.65%/yr vs 0.28%/yr for QGRW.

Performance

RBLD vs. QGRW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Alerian U.S. NextGen Infrastructure ETF (RBLD) and WisdomTree U.S. Quality Growth Fund (QGRW). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RBLD achieves a 19.77% return, which is significantly higher than QGRW's 9.19% return.

RBLD

• 1D: -1.44%
• 1M: 1.21%
• YTD: 19.77%
• 6M: 18.56%
• 1Y: 28.39%
• 3Y*: 21.76%
• 5Y*: 11.68%
• 10Y*: 9.13%

QGRW

• 1D: -2.33%
• 1M: -1.97%
• YTD: 9.19%
• 6M: 7.93%
• 1Y: 27.41%
• 3Y*: 25.81%
• 5Y*: —
• 10Y*: —

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

RBLD vs. QGRW - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022
RBLD First Trust Alerian U.S. NextGen Infrastructure ETF	19.77%	13.99%	17.94%	19.36%	-3.15%
QGRW WisdomTree U.S. Quality Growth Fund	9.19%	19.20%	34.85%	56.05%	-3.07%

Correlation

The correlation between RBLD and QGRW is 0.54, 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	0.54
Correlation (3Y) Calculated over the trailing 3-year period	0.58
Correlation (All Time) Calculated using the full available price history since Dec 15, 2022	0.60

The correlation between RBLD and QGRW has been stable across timeframes, ranging from 0.54 to 0.60 - a consistent structural relationship.

RBLD vs. QGRW - Sectors Allocation Comparison

Sectors	RBLD	QGRW
Industrials	40.4%	7.6%
Utilities	27.6%	0.3%
Technology	11.8%	55.0%
Energy	8.7%	0.5%
Basic Materials	6.6%	-
Real Estate	4.9%	-
Communication Services	1.0%	16.4%
Consumer Cyclical	-	11.6%
Consumer Defensive	-	0.5%
Financial Services	-	3.7%
Healthcare	-	4.4%

Return for Risk

RBLD vs. QGRW — Risk / Return Rank

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

RBLD

RBLD Risk / Return Rank: 71
RBLD Sharpe Ratio Rank: 69
RBLD Sortino Ratio Rank: 65
RBLD Omega Ratio Rank: 61
RBLD Calmar Ratio Rank: 81
RBLD Martin Ratio Rank: 77

QGRW

QGRW Risk / Return Rank: 41
QGRW Sharpe Ratio Rank: 44
QGRW Sortino Ratio Rank: 41
QGRW Omega Ratio Rank: 42
QGRW Calmar Ratio Rank: 37
QGRW Martin Ratio Rank: 43

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.

RBLD vs. QGRW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Alerian U.S. NextGen Infrastructure ETF (RBLD) 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.

	RBLD	QGRW	Difference
Sharpe ratio: Return per unit of total volatility	2.05	1.47	+0.58
Sortino ratio: Return per unit of downside risk	2.76	2.01	+0.75
Omega ratio: Gain probability vs. loss probability	1.34	1.26	+0.08
Calmar ratio: Return relative to maximum drawdown	3.97	1.78	+2.18
Martin ratio: Return relative to average drawdown	13.47	6.70	+6.77

RBLD vs. QGRW - Sharpe Ratio Comparison

The current RBLD Sharpe Ratio is 2.05, which is higher than the QGRW Sharpe Ratio of 1.47. The chart below compares the historical Sharpe Ratios of RBLD and QGRW, 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

RBLD vs. QGRW - Drawdown Comparison

The maximum RBLD drawdown since its inception was -50.07%, which is greater than QGRW's maximum drawdown of -24.40%. Use the drawdown chart below to compare losses from any high point for RBLD and QGRW.

Drawdown Indicators

	RBLD	QGRW	Difference
Max Drawdown Largest peak-to-trough decline	-50.07%	-24.40%	-25.67%
Max Drawdown (1Y) Largest decline over 1 year	-7.19%	-15.44%	+8.25%
Max Drawdown (3Y) Largest decline over 3 years	-19.14%	-24.40%	+5.26%
Max Drawdown (5Y) Largest decline over 5 years	-22.54%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-50.07%	—	—
Current Drawdown Current decline from peak	-1.44%	-6.66%	+5.22%
Average Drawdown Average peak-to-trough decline	-10.81%	-3.28%	-7.53%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.11%	4.10%	-1.99%

Volatility

RBLD vs. QGRW - Volatility Comparison

The current volatility for First Trust Alerian U.S. NextGen Infrastructure ETF (RBLD) is 4.94%, while WisdomTree U.S. Quality Growth Fund (QGRW) has a volatility of 8.12%. This indicates that RBLD 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.

Volatility by Period

	RBLD	QGRW	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.94%	8.12%	-3.18%
Volatility (6M) Calculated over the trailing 6-month period	10.87%	15.20%	-4.33%
Volatility (1Y) Calculated over the trailing 1-year period	13.97%	18.73%	-4.76%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.85%	21.29%	-4.44%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.62%	21.29%	-2.67%

RBLD vs. QGRW - Expense Ratio Comparison

RBLD has a 0.65% expense ratio, which is higher than QGRW's 0.28% expense ratio.

Dividends

RBLD vs. QGRW - Dividend Comparison

RBLD's dividend yield for the trailing twelve months is around 1.01%, more than QGRW's 0.08% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
RBLD First Trust Alerian U.S. NextGen Infrastructure ETF	1.01%	1.19%	1.31%	1.16%	2.10%	1.45%	2.88%	1.84%	1.74%	1.49%	2.01%	1.17%

Frequently Asked Questions

Can I hold both RBLD and QGRW in my portfolio?

RBLD and QGRW have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RBLD or QGRW?

QGRW has higher volatility (8.12%) compared to RBLD (4.94%). In terms of maximum drawdown, RBLD dropped -50.07% vs QGRW's -24.40%.

Which ETF is better, RBLD or QGRW?

On 3-year performance, QGRW leads with 25.81% vs 21.76% for RBLD. On fees, QGRW is cheaper at 0.28% per year. On volatility, RBLD has been the lower-risk option at 4.94%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, RBLD or QGRW?

Over the 3-year period, QGRW has performed better with a 25.81% return vs 21.76%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, RBLD or QGRW?

QGRW is cheaper with a 0.28% expense ratio, compared with 0.65% for RBLD.

Which ETF pays a higher dividend yield, RBLD or QGRW?

RBLD has the higher dividend yield at 1.01%, compared with 0.08% for QGRW.

What is the main difference between RBLD and QGRW?

RBLD is categorized as Industrials Equities, while QGRW is Large Cap Growth Equities. RBLD tracks Alerian US NextGen Infrastructure Index - Benchmark TR Net, while QGRW tracks WisdomTree U.S. Quality Growth Index. They also come from different issuers: First Trust and WisdomTree. Their fees differ too: 0.65% for RBLD and 0.28% for QGRW.

Which has better risk-adjusted returns?

RBLD currently has the higher Sharpe Ratio (2.05 vs 1.47), 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.