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WDNA vs. QGRW
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

WDNA vs. QGRW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree BioRevolution Fund (WDNA) 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, WDNA achieves a 15.26% return, which is significantly higher than QGRW's 10.91% return.


WDNA

1D
-2.29%
1M
-7.98%
6M
8.18%
YTD
15.26%
1Y
47.46%
3Y*
4.46%
5Y*
-4.37%
10Y*
ALL TIME*
-3.49%

QGRW

1D
2.15%
1M
-0.09%
6M
10.31%
YTD
10.91%
1Y
22.76%
3Y*
24.09%
5Y*
10Y*
ALL TIME*
31.48%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$11.15M$14.16M$19.72M
$25.97K$30.05K$24.07K

WDNA vs. QGRW - Yearly Performance Comparison


2026 (YTD)2025202420232022
WDNA
WisdomTree BioRevolution Fund
15.26%22.68%-14.18%-2.07%-4.83%
QGRW
WisdomTree U.S. Quality Growth Fund
10.91%19.20%34.85%56.05%-3.07%

Correlation

The correlation between WDNA and QGRW is 0.41, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.41

Correlation (3Y)
Balances recent behavior with more history.

0.46

Correlation (All Time)
Calculated using the full available price history since Dec 15, 2022

0.48

WDNA vs. QGRW - Sectors Allocation Comparison


Sectors
WDNA
QGRW

Healthcare

90.0%
5.5%

Basic Materials

6.3%

-

Consumer Defensive

3.7%
0.5%

Energy

1.1%
0.5%

Communication Services

-

15.4%

Consumer Cyclical

-

13.4%

Financial Services

-

3.7%

Industrials

-

9.3%

Real Estate

-

-

Technology

-

50.7%

Utilities

-

0.9%

Healthcare

WDNA
90.0%
QGRW
5.5%

Basic Materials

WDNA
6.3%
QGRW

-

Consumer Defensive

WDNA
3.7%
QGRW
0.5%

Energy

WDNA
1.1%
QGRW
0.5%

Communication Services

WDNA

-

QGRW
15.4%

Consumer Cyclical

WDNA

-

QGRW
13.4%

Financial Services

WDNA

-

QGRW
3.7%

Industrials

WDNA

-

QGRW
9.3%

Real Estate

WDNA

-

QGRW

-

Technology

WDNA

-

QGRW
50.7%

Utilities

WDNA

-

QGRW
0.9%

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Return for Risk

WDNA vs. QGRW — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

WDNA
WDNA Risk / Return Rank: 8080
Overall Rank
WDNA Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
WDNA Sortino Ratio Rank: 8080
Sortino Ratio Rank
WDNA Omega Ratio Rank: 7272
Omega Ratio Rank
WDNA Calmar Ratio Rank: 9191
Calmar Ratio Rank
WDNA Martin Ratio Rank: 7474
Martin Ratio Rank

QGRW
QGRW Risk / Return Rank: 4040
Overall Rank
QGRW Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
QGRW Sortino Ratio Rank: 4141
Sortino Ratio Rank
QGRW Omega Ratio Rank: 3939
Omega Ratio Rank
QGRW Calmar Ratio Rank: 3838
Calmar Ratio Rank
QGRW Martin Ratio Rank: 4141
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

WDNA vs. QGRW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree BioRevolution Fund (WDNA) 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.


WDNAQGRWDifference
Sharpe ratioReturn per unit of total volatility

+0.81

Sortino ratioReturn per unit of downside risk

+1.11

Omega ratioGain probability vs. loss probability

1.30

1.19

+0.12

Calmar ratioReturn relative to maximum drawdown

4.00

1.30

+2.71

Martin ratioReturn relative to average drawdown

9.29

4.44

+4.85

WDNA vs. QGRW - Sharpe Ratio Comparison

The current WDNA Sharpe Ratio is 1.84, which is higher than the QGRW Sharpe Ratio of 1.03. The chart below compares the historical Sharpe Ratios of WDNA 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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Drawdowns

WDNA vs. QGRW - Drawdown Comparison

The maximum WDNA drawdown since its inception was -58.87%, which is greater than QGRW's maximum drawdown of -24.40%. Use the drawdown chart below to compare losses from any high point for WDNA and QGRW.


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Drawdown Indicators


WDNAQGRWDifference

Max Drawdown

Largest peak-to-trough decline

-58.87%

-24.40%

-34.47%

Max Drawdown (1Y)

Largest decline over 1 year

-11.70%

-15.44%

+3.74%

Max Drawdown (3Y)

Largest decline over 3 years

-36.65%

-24.40%

-12.25%

Max Drawdown (5Y)

Largest decline over 5 years

-58.87%

Current Drawdown

Current decline from peak

-25.81%

-5.19%

-20.62%

Average Drawdown

Average peak-to-trough decline

-35.30%

-3.34%

-31.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.03%

4.51%

+0.52%

Volatility

WDNA vs. QGRW - Volatility Comparison

WisdomTree BioRevolution Fund (WDNA) has a higher volatility of 7.04% compared to WisdomTree U.S. Quality Growth Fund (QGRW) at 5.89%. This indicates that WDNA's price experiences larger fluctuations and is considered to be riskier 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


WDNAQGRWDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.04%

5.89%

+1.15%

Volatility (6M)

Calculated over the trailing 6-month period

17.23%

15.87%

+1.36%

Volatility (1Y)

Calculated over the trailing 1-year period

25.54%

19.49%

+6.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.26%

21.24%

+4.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

25.04%

21.24%

+3.80%

WDNA vs. QGRW - Expense Ratio Comparison

WDNA has a 0.45% expense ratio, which is higher than QGRW's 0.28% expense ratio.


Dividends

WDNA vs. QGRW - Dividend Comparison

WDNA's dividend yield for the trailing twelve months is around 3.96%, more than QGRW's 0.08% yield.


PositionTTM20252024202320222021
QGRW
WisdomTree U.S. Quality Growth Fund
0.08%0.09%0.14%0.11%0.00%0.00%
WDNA
WisdomTree BioRevolution Fund
3.96%4.57%0.75%0.80%0.38%0.10%

Frequently Asked Questions


WDNA and QGRW have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

WDNA has higher volatility (7.04%) compared to QGRW (5.89%). In terms of maximum drawdown, WDNA dropped -58.87% vs QGRW's -24.40%.

On 3-year performance, QGRW leads with 24.09% vs 4.46% for WDNA. On fees, QGRW is cheaper at 0.28% per year. On volatility, QGRW has been the lower-risk option at 5.89%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, QGRW has performed better with a 24.09% return vs 4.46%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

QGRW is cheaper with a 0.28% expense ratio, compared with 0.45% for WDNA.

WDNA has the higher dividend yield at 3.96%, compared with 0.08% for QGRW.

WDNA is categorized as Health & Biotech Equities, while QGRW is Quality Factor. WDNA tracks WisdomTree BioRevolution Index, while QGRW tracks WisdomTree U.S. Quality Growth Index. Their fees differ too: 0.45% for WDNA and 0.28% for QGRW.

WDNA currently has the higher Sharpe Ratio (1.84 vs 1.03), 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

Find the right allocation for WDNA and QGRW

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