RBLD vs. QGRW
Compare and contrast key facts about First Trust Alerian U.S. NextGen Infrastructure ETF (RBLD) and WisdomTree U.S. Quality Growth Fund (QGRW).
RBLD and QGRW are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RBLD is a passively managed fund by First Trust that tracks the performance of the Alerian US NextGen Infrastructure Index - Benchmark TR Net. It was launched on Oct 13, 2008. QGRW is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. Quality Growth Index. It was launched on Dec 15, 2022. Both RBLD and QGRW are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RBLD or QGRW.
Correlation
The correlation between RBLD and QGRW is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
RBLD vs. QGRW - Performance Comparison
Key characteristics
RBLD:
1.65
QGRW:
1.47
RBLD:
2.33
QGRW:
1.99
RBLD:
1.29
QGRW:
1.27
RBLD:
2.40
QGRW:
2.01
RBLD:
6.52
QGRW:
7.26
RBLD:
3.40%
QGRW:
4.03%
RBLD:
13.45%
QGRW:
19.87%
RBLD:
-50.07%
QGRW:
-14.54%
RBLD:
-4.33%
QGRW:
-1.05%
Returns By Period
In the year-to-date period, RBLD achieves a 4.96% return, which is significantly higher than QGRW's 3.30% return.
RBLD
4.96%
-2.08%
10.55%
22.22%
9.16%
6.06%
QGRW
3.30%
1.17%
14.95%
31.60%
N/A
N/A
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RBLD vs. QGRW - Expense Ratio Comparison
RBLD has a 0.65% expense ratio, which is higher than QGRW's 0.28% expense ratio.
Risk-Adjusted Performance
RBLD vs. QGRW — Risk-Adjusted Performance Rank
RBLD
QGRW
RBLD vs. QGRW - Risk-Adjusted Performance 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.
Dividends
RBLD vs. QGRW - Dividend Comparison
RBLD's dividend yield for the trailing twelve months is around 1.25%, more than QGRW's 0.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RBLD First Trust Alerian U.S. NextGen Infrastructure ETF | 1.25% | 1.31% | 1.17% | 2.10% | 1.45% | 2.88% | 1.84% | 1.74% | 1.49% | 2.01% | 1.17% | 1.66% |
QGRW WisdomTree U.S. Quality Growth Fund | 0.14% | 0.14% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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 -14.54%. Use the drawdown chart below to compare losses from any high point for RBLD and QGRW. For additional features, visit the drawdowns tool.
Volatility
RBLD vs. QGRW - Volatility Comparison
The current volatility for First Trust Alerian U.S. NextGen Infrastructure ETF (RBLD) is 3.86%, while WisdomTree U.S. Quality Growth Fund (QGRW) has a volatility of 5.73%. 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.