QGRW vs APUE
Comparison between WISDOMTREE U.S. QUALITY GROWTH FUND (QGRW, ETF) and ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF).
QGRW vs APUE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
QGRW
$2.10B
Winner
APUE
$2.20B
Expense Ratio
Winner
QGRW
0.28%
APUE
0.31%
Max Drawdown
QGRW
24.50%
Winner
APUE
19.07%
Sharpe Ratio
QGRW
1.85
Winner
APUE
2.06
5Y Beta
QGRW
1.30
Winner
APUE
0.95
P/E Ratio
QGRW
37.58
Winner
APUE
26.78
Forward P/E
QGRW
26.29
Winner
APUE
20.97
PEG Ratio
QGRW
0.53
Winner
APUE
0.49
5Y EPS CAGR
Winner
QGRW
38.63%
APUE
27.89%
Debt to Equity
Winner
QGRW
27.46%
APUE
29.22%
P/S Ratio
QGRW
9.17
Winner
APUE
3.37
P/B Ratio
QGRW
13.38
Winner
APUE
5.17
QGRW vs APUE - Holdings Comparison
QGRW and APUE have 74 common holdings. Overlap is 39.52%
QGRW's top 25 holdings weight is 79.72%. APUE's top 25 holdings weight is 49.01%.
| Rank | QGRW | APUE |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 14.83% | NVIDIA CORP (NVDA) - 7.32% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 9.24% | APPLE INC (AAPL) - 5.88% |
| #3 | META PLATFORMS INC CLASS A (META) - 7.20% | MICROSOFT CORP (MSFT) - 4.75% |
| #4 | MICROSOFT CORP (MSFT) - 6.56% | DIMENSIONAL US SMALL CAP ETF (DFAS) - 4.64% |
| #5 | APPLE INC (AAPL) - 6.44% | AMAZON.COM INC (AMZN) - 3.70% |
| #6 | AMAZON.COM INC (AMZN) - 4.80% | ALPHABET INC CLASS A (GOOGL) - 3.14% |
| #7 | BROADCOM INC (AVGO) - 4.04% | BROADCOM INC (AVGO) - 2.82% |
| #8 | MICRON TECHNOLOGY INC (MU) - 2.65% | ALPHABET INC CLASS C (GOOG) - 2.50% |
| #9 | TESLA INC (TSLA) - 2.54% | META PLATFORMS INC CLASS A (META) - 2.16% |
| #10 | ELI LILLY AND CO (LLY) - 2.53% | TESLA INC (TSLA) - 1.58% |
| #11 | ORACLE CORP (ORCL) - 2.12% | JPMORGAN CHASE & CO (JPM) - 1.31% |
| #12 | VISA INC CLASS A (V) - 1.73% | ELI LILLY AND CO (LLY) - 1.11% |
| #13 | MASTERCARD INC CLASS A (MA) - 1.53% | EXXON MOBIL CORP (XOM) - 1.00% |
| #14 | NETFLIX INC (NFLX) - 1.45% | JOHNSON & JOHNSON (JNJ) - 0.94% |
| #15 | ADVANCED MICRO DEVICES INC (AMD) - 1.40% | WALMART INC (WMT) - 0.92% |
| #16 | LAM RESEARCH CORP (LRCX) - 1.34% | MICRON TECHNOLOGY INC (MU) - 0.88% |
| #17 | CATERPILLAR INC (CAT) - 1.31% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.83% |
| #18 | APPLIED MATERIALS INC (AMAT) - 1.24% | ADVANCED MICRO DEVICES INC (AMD) - 0.79% |
| #19 | GE VERNOVA INC (GEV) - 1.19% | VISA INC CLASS A (V) - 0.70% |
| #20 | GE AEROSPACE (GE) - 1.18% | CISCO SYSTEMS INC (CSCO) - 0.59% |
| #21 | n/a (PLTR) - 1.08% | GILEAD SCIENCES INC (GILD) - 0.30% |
| #22 | KLA CORP (KLAC) - 1.01% | ANALOG DEVICES INC (ADI) - 0.29% |
| #23 | ARISTA NETWORKS INC (ANET) - 0.83% | ABBOTT LABORATORIES (ABT) - 0.29% |
| #24 | VERTIV HOLDINGS CO CLASS A (VRT) - 0.74% | VERIZON COMMUNICATIONS INC (VZ) - 0.29% |
| #25 | AMPHENOL CORP CLASS A (APH) - 0.74% | MEDTRONIC PLC (MDT) - 0.28% |
| Total Holdings | 100 | 404 |
QGRW vs APUE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
QGRW
+15.34%
APUE
+8.60%
3M
Winner
QGRW
+12.19%
APUE
+5.83%
6M
Winner
QGRW
+11.41%
APUE
+11.20%
1Y
Winner
QGRW
+40.78%
APUE
+32.89%
Max(CAGR)
Winner
QGRW
+33.74%
APUE
+23.10%
QGRW vs APUE - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | QGRW | APUE |
|---|---|---|
| 2026 | +10.49% | +8.34% |
| 2025 | +19.30% | +17.72% |
| 2024 | +37.48% | +24.70% |
| 2023 | +57.20% | +18.42% |
| 2022 | -3.30% | N/A |
QGRW vs APUE Drawdown Comparison
The maximum drawdown for QGRW was -24.40%, occurring on Apr 8, 2025. Recovery took 130 trading sessions.
The maximum drawdown for APUE was -18.83%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
| Rank | QGRW | APUE |
|---|---|---|
| #1 | -24.40% Dec 16, 2024 - Jun 26, 2025 | -18.83% Feb 19, 2025 - Jun 27, 2025 |
| #2 | -15.44% Oct 29, 2025 - Apr 17, 2026 | -10.08% Jul 31, 2023 - Dec 1, 2023 |
| #3 | -14.54% Jul 10, 2024 - Oct 29, 2024 | -8.98% Feb 9, 2026 - Apr 15, 2026 |
| #4 | -11.75% Jul 18, 2023 - Nov 16, 2023 | -8.50% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -7.63% Apr 11, 2024 - May 15, 2024 | -5.79% Mar 28, 2024 - May 15, 2024 |
| #6 | -7.28% Feb 2, 2023 - Mar 21, 2023 | -4.68% Oct 28, 2025 - Nov 28, 2025 |
| #7 | -5.52% Dec 15, 2022 - Jan 11, 2023 | -4.66% Dec 4, 2024 - Jan 23, 2025 |
| #8 | -3.97% Dec 28, 2023 - Jan 18, 2024 | -3.06% Oct 8, 2025 - Oct 24, 2025 |
| #9 | -3.65% Oct 8, 2025 - Oct 24, 2025 | -2.52% Dec 11, 2025 - Dec 23, 2025 |
| #10 | -3.57% Oct 29, 2024 - Nov 6, 2024 | -2.52% Jul 25, 2025 - Aug 12, 2025 |
| #11 | -3.10% Feb 9, 2024 - Feb 22, 2024 | -2.51% Oct 18, 2024 - Nov 6, 2024 |
| #12 | -3.06% Nov 11, 2024 - Dec 2, 2024 | -2.39% Jan 12, 2026 - Jan 27, 2026 |
| #13 | -2.94% Apr 18, 2023 - Apr 27, 2023 | -2.34% Jan 27, 2026 - Feb 9, 2026 |
| #14 | -2.92% Jun 15, 2023 - Jun 30, 2023 | -2.22% Dec 28, 2023 - Jan 19, 2024 |
| #15 | -2.64% Jul 28, 2025 - Aug 12, 2025 | -2.21% Nov 11, 2024 - Nov 25, 2024 |
Correlation
Correlation between QGRW and APUE is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2023 - 2025)
QGRW vs APUE dividend yield comparison.
| Year | QGRW | APUE |
|---|---|---|
| 2025 | 0.09% | 0.83% |
| 2024 | 0.14% | 0.79% |
| 2023 | 0.11% | 0.41% |
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