2024-04-29 15:58:21 ET
Summary
- WisdomTree U.S. Quality Growth Fund has recently outperformed comparable large growth funds due to its holdings selection process.
- QGRW has a higher expense ratio and lower dividend yield than peer funds, but its current holdings mix outweighs these shortcomings.
- QGRW has a lower weight on Apple, heavier weight on Meta Platforms, and excludes Eli Lilly, which I argue provides competitive advantages over peer growth funds.
Investment Thesis
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QGRW: Quality Growth ETF That Outshines Larger, More Popular Funds