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STLG vs. QPX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

STLG vs. QPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Factors US Growth Style ETF (STLG) and AdvisorShares Q Dynamic Growth ETF (QPX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, STLG achieves a 16.17% return, which is significantly higher than QPX's 7.30% return.


STLG

1D
-2.76%
1M
0.95%
YTD
16.17%
6M
14.60%
1Y
36.49%
3Y*
30.82%
5Y*
18.36%
10Y*

QPX

1D
-2.08%
1M
-0.66%
YTD
7.30%
6M
5.43%
1Y
26.59%
3Y*
19.68%
5Y*
11.40%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

STLG vs. QPX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
STLG
iShares Factors US Growth Style ETF
16.17%21.49%37.42%42.86%-26.75%27.99%-0.09%
QPX
AdvisorShares Q Dynamic Growth ETF
7.30%24.12%17.28%44.63%-30.90%22.29%-0.31%

Correlation

The correlation between STLG and QPX is 0.90, 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

0.90

Correlation (3Y)
Calculated over the trailing 3-year period

0.92

Correlation (5Y)
Calculated over the trailing 5-year period

0.95

Correlation (All Time)
Calculated using the full available price history since Dec 29, 2020

0.95

The correlation between STLG and QPX has been stable across timeframes, ranging from 0.90 to 0.95 - a consistent structural relationship.

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Return for Risk

STLG vs. QPX — Risk / Return Rank

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

STLG
STLG Risk / Return Rank: 5858
Overall Rank
STLG Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
STLG Sortino Ratio Rank: 5555
Sortino Ratio Rank
STLG Omega Ratio Rank: 5656
Omega Ratio Rank
STLG Calmar Ratio Rank: 5757
Calmar Ratio Rank
STLG Martin Ratio Rank: 6262
Martin Ratio Rank

QPX
QPX Risk / Return Rank: 5353
Overall Rank
QPX Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
QPX Sortino Ratio Rank: 5252
Sortino Ratio Rank
QPX Omega Ratio Rank: 5353
Omega Ratio Rank
QPX Calmar Ratio Rank: 5050
Calmar Ratio Rank
QPX Martin Ratio Rank: 5454
Martin Ratio Rank
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.

STLG vs. QPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Factors US Growth Style ETF (STLG) and AdvisorShares Q Dynamic Growth ETF (QPX). 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.


STLGQPXDifference
Sharpe ratioReturn per unit of total volatility

+0.14

Sortino ratioReturn per unit of downside risk

+0.13

Omega ratioGain probability vs. loss probability

1.33

1.31

+0.02

Calmar ratioReturn relative to maximum drawdown

2.68

2.31

+0.37

Martin ratioReturn relative to average drawdown

10.39

8.92

+1.47

STLG vs. QPX - Sharpe Ratio Comparison

The current STLG Sharpe Ratio is 1.91, which is comparable to the QPX Sharpe Ratio of 1.77. The chart below compares the historical Sharpe Ratios of STLG and QPX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

STLG vs. QPX - Drawdown Comparison

The maximum STLG drawdown since its inception was -31.34%, smaller than the maximum QPX drawdown of -34.74%. Use the drawdown chart below to compare losses from any high point for STLG and QPX.


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Drawdown Indicators


STLGQPXDifference

Max Drawdown

Largest peak-to-trough decline

-31.34%

-34.74%

+3.40%

Max Drawdown (1Y)

Largest decline over 1 year

-13.69%

-11.56%

-2.13%

Max Drawdown (3Y)

Largest decline over 3 years

-23.73%

-17.89%

-5.84%

Max Drawdown (5Y)

Largest decline over 5 years

-30.61%

-34.74%

+4.13%

Current Drawdown

Current decline from peak

-4.93%

-3.86%

-1.07%

Average Drawdown

Average peak-to-trough decline

-7.33%

-8.02%

+0.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.52%

2.99%

+0.53%

Volatility

STLG vs. QPX - Volatility Comparison

iShares Factors US Growth Style ETF (STLG) has a higher volatility of 8.62% compared to AdvisorShares Q Dynamic Growth ETF (QPX) at 6.59%. This indicates that STLG's price experiences larger fluctuations and is considered to be riskier than QPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


STLGQPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.62%

6.59%

+2.03%

Volatility (6M)

Calculated over the trailing 6-month period

15.52%

12.42%

+3.10%

Volatility (1Y)

Calculated over the trailing 1-year period

19.23%

15.13%

+4.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.22%

20.09%

+2.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.98%

20.07%

+3.91%

STLG vs. QPX - Expense Ratio Comparison

STLG has a 0.25% expense ratio, which is lower than QPX's 1.46% expense ratio.


Dividends

STLG vs. QPX - Dividend Comparison

STLG's dividend yield for the trailing twelve months is around 0.27%, while QPX has not paid dividends to shareholders.


PositionTTM202520242023202220212020
QPX
AdvisorShares Q Dynamic Growth ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%
STLG
iShares Factors US Growth Style ETF
0.27%0.31%0.38%0.75%1.85%0.67%0.75%

Frequently Asked Questions


With a correlation of 0.90, STLG and QPX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

STLG has higher volatility (8.62%) compared to QPX (6.59%). In terms of maximum drawdown, STLG dropped -31.34% vs QPX's -34.74%.

On 5-year performance, STLG leads with 18.36% vs 11.40% for QPX. On fees, STLG is cheaper at 0.25% per year. On volatility, QPX has been the lower-risk option at 6.59%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, STLG has performed better with a 18.36% return vs 11.40%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

STLG is cheaper with a 0.25% expense ratio, compared with 1.46% for QPX.

STLG has the higher dividend yield at 0.27%, compared with 0.00% for QPX.

They also come from different issuers: iShares and AdvisorShares. Their fees differ too: 0.25% for STLG and 1.46% for QPX.

STLG currently has the higher Sharpe Ratio (1.91 vs 1.77), 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.

Portfolio Optimizer

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