QGRW vs VTI
WisdomTree US Quality Growth Fund vs Vanguard Morningstar Total Stock Market ETF
Which is better, QGRW or VTI?
Large Cap Growth against Large Cap Blend.
VTI has a lower expense ratio. QGRW led over 3Y and the full window, VTI over 1Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | QGRW | VTI |
|---|---|---|
| Expense Ratio | 0.28% | 0.03%Best |
| AUM | $3.1B | $689.2B |
| Dividend Yield | 0.08% | 1.06% |
| Holdings | 203 | 3,542 |
| YTD Return | +8.77% | +10.82%Best |
| 1Y Return | +7.14% | +11.60%Best |
| 3Y Return (annualized) | +23.91%Best | +20.95% |
| 5Y Return (annualized) | - | +10.57% |
| Volatility (annualized) | 18.1% | 12.8%Best |
| Max Drawdown | -24.4% | -19.3%Best |
| $10,000 over 3.9 years | $26,389Best | $20,006 |
| Fund Family | WisdomTree Investments | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Dec 15, 2022 | May 24, 2001 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.9 years row, are measured over the window both funds cover: Dec 15, 2022 to Nov 10, 2026 (3.9 years).
QGRW vs VTI growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.9 years both funds cover.
QGRW vs VTI Performance
WisdomTree US Quality Growth Fund (QGRW) is an ETF from WisdomTree Investments and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year QGRW returned +7.14% while VTI returned +11.60%. Year to date, QGRW is up 8.77% versus a gain of 10.82% for VTI.
Over three years, QGRW compounded at +23.91% per year against +20.95% for VTI. Across the full 4-year window we track, QGRW has the edge at +28.25% annualized vs +19.46%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QGRW has been the more volatile fund, with annualized monthly volatility of 18.1% compared with 12.8% for VTI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -24.4% for QGRW and -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
QGRW charges 0.28% per year while VTI charges 0.03%. On a $10,000 position that is $28 vs $3 annually, a gap of $25 per year that compounds over a long holding period. On income, QGRW currently yields 0.08% against 1.06% for VTI.
Holdings Overlap
At least 41.0% of VTI's money is in holdings QGRW also owns.
Stated as a floor: for QGRW, our book for it covers 91.9% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
90 positions in common, counted across the 98 positions we hold weights for in QGRW and 3,464 in VTI, against full books of 203 and 3,542.
Top Shared Holdings
| Stock | Weight in QGRW | Weight in VTI | Difference |
|---|---|---|---|
| NVDANvidia Corp | 11.95% | 7.13% | 4.82% |
| MSFTMicrosoft Corp | 10.04% | 5.19% | 4.85% |
| AMZNAmazon.Com Inc | 7.01% | 3.30% | 3.71% |
| AAPLApple Inc | 3.23% | 6.63% | 3.40% |
| AVGOBroadcom Inc | 2.78% | 2.28% | 0.50% |
| LLYEli Lilly & Co | 3.36% | 1.34% | 2.02% |
| MUMicron Technology, Inc. | 2.44% | 1.64% | 0.80% |
| AMDAdvanced Micro Devices Inc | 2.44% | 1.36% | 1.08% |
| MAMastercard Inc | 1.75% | 0.59% | 1.16% |
| PLTRPalantir Technologies Inc. | 1.50% | 0.56% | 0.94% |
41.0% of VTI is already inside QGRW.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, QGRW or VTI?
QGRW has an expense ratio of 0.28% while VTI charges 0.03%. VTI is the cheaper option, by $25 a year on a $10,000 investment.
Which performed better, QGRW or VTI?
Over the past year QGRW returned +7.14% vs +11.60% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (4 years), QGRW annualized +28.25% vs +19.46% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QGRW or VTI?
QGRW has been the more volatile fund at 18.1% annualized versus 12.8% for VTI. Worst drawdown: QGRW -24.4% vs VTI -19.3%.
Should I hold both QGRW and VTI?
QGRW and VTI have a monthly-return correlation of 0.89, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between QGRW and VTI?
At least 41.0% of VTI's money is in holdings QGRW also owns. Our book for QGRW is partial, so the real figure is this or higher. They hold 90 positions in common, counted across the 98 positions we hold weights for in QGRW and 3,464 in VTI.
Which pays a higher dividend, QGRW or VTI?
QGRW yields 0.08% while VTI yields 1.06%, so VTI currently pays the higher dividend yield.
Is VTI better than QGRW?
VTI has a lower expense ratio. QGRW led over 3Y and the full window, VTI over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.