AQR Global Equity Fund (AQGIX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AQGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AQGIX
AQGIX charges 0.80% annually. There are 71 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | AQGIX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | AQGIX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | AQGIX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | AQGIX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | AQGIX vs UCEQX |
Best Risk-Adjusted Alternatives to AQGIX
AQGIX has a PortfoliosLab risk / return rank of 77. There are 32 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | AQGIX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | AQGIX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | AQGIX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | AQGIX vs FMIEX | |
| Polaris Global Value Fund | 91 | — | May 1998 | AQGIX vs PGVFX |
Top Performing AQGIX Alternatives (YTD)
AQGIX is at 12.78% YTD. There are 76 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 35.11% | — | Nov 2016 | AQGIX vs PGTIX | |
| Oberweis Global Opportunities Fund | 25.41% | — | Jan 1987 | AQGIX vs OBEGX | |
| LSV Global Value Fund | 23.91% | — | Jun 2014 | AQGIX vs LVAGX | |
| Ariel Global Fund | 23.00% | — | Dec 2011 | AQGIX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 22.30% | — | — | AQGIX vs YFSNX |
Lowest Volatility Alternatives to AQGIX
AQGIX has 14.19% 1-year volatility. There are 128 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | AQGIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | AQGIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | AQGIX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | AQGIX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | Jan 2016 | AQGIX vs SGMAX |
Lowest Drawdown Alternatives to AQGIX
AQGIX has a 1-year max drawdown of -9.88%. There are 80 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | AQGIX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | AQGIX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | AQGIX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | AQGIX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | AQGIX vs CSUAX |
Other Mutual Funds from AQR Funds
The 10 most viewed AQR Funds mutual funds shown here include QLEIX, QLENX, QMNNX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AQR Long-Short Equity Fund | Long-Short | 61 | -1.65% | — | Jul 2013 | AQGIX vs QLEIX | |
| AQR Long-Short Equity Fund Class N | Long-Short, Actively Managed | 58 | -1.80% | — | Jul 2013 | AQGIX vs QLENX | |
| AQR Equity Market Neutral Fund Class N | Equity Market Neutral | 7 | -8.36% | — | Oct 2014 | AQGIX vs QMNNX | |
| AQR Managed Futures Strategy Fund | Systematic Trend | 91 | 10.03% | — | Jan 2010 | AQGIX vs AQMIX | |
| AQR Alternative Risk Premia Fund | Multistrategy | 97 | 17.69% | — | Sep 2017 | AQGIX vs QRPIX | |
| AQR Style Premia Alternative Fund | Multistrategy | 78 | 12.37% | — | Oct 2013 | AQGIX vs QSPIX | |
| AQR Trend Total Return Fund | Systematic Trend | 93 | 14.04% | — | Dec 2021 | AQGIX vs QNZNX | |
| AQR Managed Futures Strategy HV Fund | Systematic Trend | 85 | 12.18% | — | Jul 2013 | AQGIX vs QMHIX | |
| AQR Multi-Asset Fund | Tactical Allocation | 73 | 8.96% | — | Sep 2010 | AQGIX vs AQRIX | |
| AQR Diversifying Strategies Fund Class N | Tactical Allocation | 91 | 4.37% | — | Jun 2020 | AQGIX vs QDSNX |
Often Compared With AQGIX
Investors most often compare AQGIX with RICGX, JPM, DHAMX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare AQGIX with Any Fund or Stock
Compare AQGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AQGIX with funds that move differently
AQR Global Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AQGIX.
Explore AQGIX Diversifiers