XSOP.L vs. QGRPX

Last updated Jun 26, 2026

XSOP.L (WisdomTree Emerging Markets ex-State-Owned Enterprises ESG Screened UCITS ETF) and QGRPX (UBS US Quality Growth At Reasonable Price Fund) are both funds - XSOP.L is a Emerging Markets Equities fund tracking the MSCI EM NR USD, while QGRPX is a Large Cap Growth Equities fund managed by UBS. Over the past 3 years, XSOP.L returned 19.59%/yr vs 16.23%/yr for QGRPX. At a 0.32 correlation, their price movements are largely independent. XSOP.L charges 0.32%/yr vs 0.50%/yr for QGRPX.

Performance

XSOP.L vs. QGRPX - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in WisdomTree Emerging Markets ex-State-Owned Enterprises ESG Screened UCITS ETF (XSOP.L) and UBS US Quality Growth At Reasonable Price Fund (QGRPX). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

XSOP.L is traded in GBp, while QGRPX is traded in USD. To make them comparable, the QGRPX values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, XSOP.L achieves a 24.44% return, which is significantly higher than QGRPX's 0.29% return.

XSOP.L

• 1D: 0.51%
• 1M: 2.01%
• YTD: 24.44%
• 6M: 25.63%
• 1Y: 46.85%
• 3Y*: 19.59%
• 5Y*: —
• 10Y*: —

QGRPX

• 1D: 0.14%
• 1M: -2.15%
• YTD: 0.29%
• 6M: -0.36%
• 1Y: 11.39%
• 3Y*: 16.23%
• 5Y*: 11.33%
• 10Y*: —

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

XSOP.L vs. QGRPX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
XSOP.L WisdomTree Emerging Markets ex-State-Owned Enterprises ESG Screened UCITS ETF	24.44%	22.58%	5.55%	3.86%	-15.50%	2.66%
QGRPX UBS US Quality Growth At Reasonable Price Fund	0.29%	7.28%	27.32%	28.75%	-16.72%	7.58%

Correlation

The correlation between XSOP.L and QGRPX is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.34
Correlation (3Y) Calculated over the trailing 3-year period	0.31
Correlation (All Time) Calculated using the full available price history since Aug 23, 2021	0.32

Return for Risk

XSOP.L vs. QGRPX — Risk / Return Rank

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

XSOP.L

XSOP.L Risk / Return Rank: 82
XSOP.L Sharpe Ratio Rank: 84
XSOP.L Sortino Ratio Rank: 80
XSOP.L Omega Ratio Rank: 83
XSOP.L Calmar Ratio Rank: 86
XSOP.L Martin Ratio Rank: 80

QGRPX

QGRPX Risk / Return Rank: 8
QGRPX Sharpe Ratio Rank: 9
QGRPX Sortino Ratio Rank: 9
QGRPX Omega Ratio Rank: 9
QGRPX Calmar Ratio Rank: 7
QGRPX Martin Ratio Rank: 8

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.

XSOP.L vs. QGRPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree Emerging Markets ex-State-Owned Enterprises ESG Screened UCITS ETF (XSOP.L) and UBS US Quality Growth At Reasonable Price Fund (QGRPX). 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.

	XSOP.L	QGRPX	Difference
Sharpe ratio: Return per unit of total volatility	2.36	0.83	+1.53
Sortino ratio: Return per unit of downside risk	3.12	1.23	+1.89
Omega ratio: Gain probability vs. loss probability	1.43	1.15	+0.28
Calmar ratio: Return relative to maximum drawdown	4.28	0.70	+3.58
Martin ratio: Return relative to average drawdown	13.76	1.85	+11.91

XSOP.L vs. QGRPX - Sharpe Ratio Comparison

The current XSOP.L Sharpe Ratio is 2.36, which is higher than the QGRPX Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of XSOP.L and QGRPX, 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

XSOP.L vs. QGRPX - Drawdown Comparison

The maximum XSOP.L drawdown since its inception was -26.27%, which is greater than QGRPX's maximum drawdown of -24.43%. Use the drawdown chart below to compare losses from any high point for XSOP.L and QGRPX.

Drawdown Indicators

	XSOP.L	QGRPX	Difference
Max Drawdown Largest peak-to-trough decline	-26.27%	-24.43%	-1.84%
Max Drawdown (1Y) Largest decline over 1 year	-10.90%	-17.60%	+6.70%
Max Drawdown (3Y) Largest decline over 3 years	-16.96%	-24.43%	+7.47%
Max Drawdown (5Y) Largest decline over 5 years	—	-24.43%	—
Current Drawdown Current decline from peak	-3.50%	-5.38%	+1.88%
Average Drawdown Average peak-to-trough decline	-12.38%	-6.05%	-6.33%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.39%	6.39%	-3.00%

Volatility

XSOP.L vs. QGRPX - Volatility Comparison

WisdomTree Emerging Markets ex-State-Owned Enterprises ESG Screened UCITS ETF (XSOP.L) has a higher volatility of 8.59% compared to UBS US Quality Growth At Reasonable Price Fund (QGRPX) at 5.32%. This indicates that XSOP.L's price experiences larger fluctuations and is considered to be riskier than QGRPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	XSOP.L	QGRPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.59%	5.32%	+3.27%
Volatility (6M) Calculated over the trailing 6-month period	17.33%	11.35%	+5.98%
Volatility (1Y) Calculated over the trailing 1-year period	19.75%	14.76%	+4.99%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.34%	18.70%	-1.36%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.34%	18.37%	-1.03%

XSOP.L vs. QGRPX - Expense Ratio Comparison

XSOP.L has a 0.32% expense ratio, which is lower than QGRPX's 0.50% expense ratio.

Dividends

XSOP.L vs. QGRPX - Dividend Comparison

XSOP.L has not paid dividends to shareholders, while QGRPX's dividend yield for the trailing twelve months is around 6.29%.

Position	TTM	2025	2024	2023	2022	2021	2020
QGRPX UBS US Quality Growth At Reasonable Price Fund	6.29%	6.16%	3.62%	0.42%	1.00%	2.84%	0.37%
XSOP.L WisdomTree Emerging Markets ex-State-Owned Enterprises ESG Screened UCITS ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both XSOP.L and QGRPX in my portfolio?

XSOP.L and QGRPX have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.