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USIN vs. QGRW
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

USIN vs. QGRW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree 7-10 Year Laddered Treasury Fund (USIN) and WisdomTree U.S. Quality Growth Fund (QGRW). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, USIN achieves a -0.70% return, which is significantly lower than QGRW's 15.43% return.


USIN

1D
-0.24%
1M
-0.11%
YTD
-0.70%
6M
-1.21%
1Y
4.04%
3Y*
5Y*
10Y*

QGRW

1D
-1.04%
1M
9.03%
YTD
15.43%
6M
14.57%
1Y
35.66%
3Y*
29.10%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

USIN vs. QGRW - Yearly Performance Comparison


2026 (YTD)20252024
USIN
WisdomTree 7-10 Year Laddered Treasury Fund
-0.70%7.97%1.59%
QGRW
WisdomTree U.S. Quality Growth Fund
15.43%19.20%21.32%

Correlation

The correlation between USIN and QGRW is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.15

Correlation (All Time)
Calculated using the full available price history since Mar 15, 2024

0.06

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Return for Risk

USIN vs. QGRW — Risk / Return Rank

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

USIN
USIN Risk / Return Rank: 2424
Overall Rank
USIN Sharpe Ratio Rank: 2525
Sharpe Ratio Rank
USIN Sortino Ratio Rank: 2525
Sortino Ratio Rank
USIN Omega Ratio Rank: 2323
Omega Ratio Rank
USIN Calmar Ratio Rank: 2323
Calmar Ratio Rank
USIN Martin Ratio Rank: 2424
Martin Ratio Rank

QGRW
QGRW Risk / Return Rank: 5454
Overall Rank
QGRW Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
QGRW Sortino Ratio Rank: 5656
Sortino Ratio Rank
QGRW Omega Ratio Rank: 5757
Omega Ratio Rank
QGRW Calmar Ratio Rank: 4646
Calmar Ratio Rank
QGRW Martin Ratio Rank: 5252
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.

USIN vs. QGRW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree 7-10 Year Laddered Treasury Fund (USIN) 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.


USINQGRWDifference
Sharpe ratioReturn per unit of total volatility

-1.20

Sortino ratioReturn per unit of downside risk

-1.47

Omega ratioGain probability vs. loss probability

1.15

1.35

-0.21

Calmar ratioReturn relative to maximum drawdown

0.99

2.32

-1.33

Martin ratioReturn relative to average drawdown

2.96

9.08

-6.12

USIN vs. QGRW - Sharpe Ratio Comparison

The current USIN Sharpe Ratio is 0.86, which is lower than the QGRW Sharpe Ratio of 2.06. The chart below compares the historical Sharpe Ratios of USIN 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.


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Sharpe Ratios by Period


USINQGRWDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.86

2.06

-1.20

Sharpe Ratio (All Time)

Calculated using the full available price history

0.67

1.66

-0.98

Drawdowns

USIN vs. QGRW - Drawdown Comparison

The maximum USIN drawdown since its inception was -6.88%, smaller than the maximum QGRW drawdown of -24.40%. Use the drawdown chart below to compare losses from any high point for USIN and QGRW.


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Drawdown Indicators


USINQGRWDifference

Max Drawdown

Largest peak-to-trough decline

-6.88%

-24.40%

+17.52%

Max Drawdown (1Y)

Largest decline over 1 year

-4.09%

-15.44%

+11.35%

Max Drawdown (3Y)

Largest decline over 3 years

-24.40%

Current Drawdown

Current decline from peak

-2.85%

-1.33%

-1.52%

Average Drawdown

Average peak-to-trough decline

-1.86%

-3.26%

+1.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.37%

3.94%

-2.57%

Volatility

USIN vs. QGRW - Volatility Comparison

The current volatility for WisdomTree 7-10 Year Laddered Treasury Fund (USIN) is 1.52%, while WisdomTree U.S. Quality Growth Fund (QGRW) has a volatility of 4.71%. This indicates that USIN 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


USINQGRWDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.52%

4.71%

-3.19%

Volatility (6M)

Calculated over the trailing 6-month period

3.30%

13.67%

-10.37%

Volatility (1Y)

Calculated over the trailing 1-year period

4.74%

17.40%

-12.66%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.86%

21.08%

-15.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.86%

21.08%

-15.22%

USIN vs. QGRW - Expense Ratio Comparison

USIN has a 0.15% expense ratio, which is lower than QGRW's 0.28% expense ratio.


Dividends

USIN vs. QGRW - Dividend Comparison

USIN's dividend yield for the trailing twelve months is around 3.98%, more than QGRW's 0.07% yield.


PositionTTM202520242023
QGRW
WisdomTree U.S. Quality Growth Fund
0.07%0.09%0.14%0.11%
USIN
WisdomTree 7-10 Year Laddered Treasury Fund
3.98%3.85%3.25%0.00%

Frequently Asked Questions


USIN and QGRW have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

QGRW has higher volatility (4.71%) compared to USIN (1.52%). In terms of maximum drawdown, USIN dropped -6.88% vs QGRW's -24.40%.

On 1-year performance, QGRW leads with 35.66% vs 4.04% for USIN. On fees, USIN is cheaper at 0.15% per year. On volatility, USIN has been the lower-risk option at 1.52%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, QGRW has performed better with a 35.66% return vs 4.04%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

USIN is cheaper with a 0.15% expense ratio, compared with 0.28% for QGRW.

USIN has the higher dividend yield at 3.98%, compared with 0.07% for QGRW.

USIN is categorized as Government Bonds, while QGRW is Large Cap Growth Equities. USIN tracks Bloomberg US Treasury 7-10 Year Laddered Index, while QGRW tracks WisdomTree U.S. Quality Growth Index. Their fees differ too: 0.15% for USIN and 0.28% for QGRW.

QGRW currently has the higher Sharpe Ratio (2.06 vs 0.86), 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.

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