GQG Partners US Select Quality Equity Fund (GQEIX) belongs to the Quality Factor category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GQEIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GQEIX
GQEIX charges 0.49% annually. There are 4 mutual funds in the Quality Factor category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI U.S. Quality Index Fund | 0.10% | — | Oct 2015 | GQEIX vs FUQIX | |
| Fidelity SAI International Quality Index Fund | 0.19% | — | May 2020 | GQEIX vs FQITX | |
| Northern U.S. Quality ESG Fund | 0.39% | — | Oct 2017 | GQEIX vs NUESX | |
| GMO Quality Fund Class IV | 0.47% | — | Feb 2004 | GQEIX vs GQEFX | |
| GMO Quality Fund | 0.49% | — | Feb 2004 | GQEIX vs GQETX |
Best Risk-Adjusted Alternatives to GQEIX
GQEIX has a PortfoliosLab risk / return rank of 15. There are 16 mutual funds in the Quality Factor category with higher risk-adjusted ranks, going as high as 71.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GQG Partners International Quality Dividend Income... | 71 | — | Jun 2021 | GQEIX vs GQJPX | |
| GQG Partners Global Quality Dividend Income Fund | 70 | — | Jun 2021 | GQEIX vs GQFPX | |
| GQG Partners US Quality Dividend Income Fund | 62 | — | Jun 2021 | GQEIX vs GQHPX | |
| GMO Quality Fund | 52 | — | Feb 2004 | GQEIX vs GQETX | |
| GMO Quality Fund Class IV | 47 | — | Feb 2004 | GQEIX vs GQEFX |
Top Performing GQEIX Alternatives (YTD)
GQEIX is at 5.88% YTD. There are 14 mutual funds in the Quality Factor category with higher YTD returns, going as high as 14.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Westwood Quality SmallCap Fund | 14.97% | — | Apr 2007 | GQEIX vs WHGSX | |
| Westwood Quality SMidCap Fund | 14.93% | — | Dec 2005 | GQEIX vs WHGMX | |
| GQG Partners US Quality Dividend Income Fund | 13.55% | — | Jun 2021 | GQEIX vs GQHPX | |
| GQG Partners Global Quality Dividend Income Fund | 11.60% | — | Jun 2021 | GQEIX vs GQFPX | |
| Fidelity SAI International Quality Index Fund | 11.52% | — | May 2020 | GQEIX vs FQITX |
Lowest Volatility Alternatives to GQEIX
GQEIX has 10.61% 1-year volatility. There are 9 mutual funds in the Quality Factor category with lower 1-year volatility, going as low as 9.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GQG Partners Global Quality Equity Fund Institutio... | 9.45% | — | Mar 2019 | GQEIX vs GQRIX | |
| GQG Partners Global Quality Equity Fund | 9.47% | — | Mar 2019 | GQEIX vs GQRPX | |
| Westwood Quality Value Fund | 10.06% | — | Jun 2006 | GQEIX vs WHGLX | |
| GQG Partners Global Quality Dividend Income Fund | 10.18% | — | Jun 2021 | GQEIX vs GQFPX | |
| Haverford Quality Growth Stock Fund | 10.27% | — | Jun 2004 | GQEIX vs HAVGX |
Lowest Drawdown Alternatives to GQEIX
GQEIX has a 1-year max drawdown of -8.45%. There are 6 mutual funds in the Quality Factor category with shallower 1-year drawdowns, going as shallow as -6.28%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GQG Partners Global Quality Dividend Income Fund | -6.28% | — | Jun 2021 | GQEIX vs GQFPX | |
| GQG Partners US Quality Dividend Income Fund | -6.50% | — | Jun 2021 | GQEIX vs GQHPX | |
| Westwood Quality Value Fund | -6.96% | — | Jun 2006 | GQEIX vs WHGLX | |
| GQG Partners Global Quality Equity Fund Institutio... | -7.00% | — | Mar 2019 | GQEIX vs GQRIX | |
| GQG Partners Global Quality Equity Fund | -7.02% | — | Mar 2019 | GQEIX vs GQRPX |
Other Mutual Funds from GQG Partners
The 3 most viewed GQG Partners mutual funds shown here include GQEPX, GQGIX, GQGPX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | Quality Factor, Large Cap Growth Equities | 15 | 5.74% | — | Sep 2018 | GQEIX vs GQEPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | Emerging Markets Equities | 45 | 7.64% | — | — | GQEIX vs GQGIX | |
| GQG Partners Emerging Markets Equity Fund | Emerging Markets Equities | 43 | 7.51% | — | Dec 2016 | GQEIX vs GQGPX |
Often Compared With GQEIX
Investors most often compare GQEIX with SPY, VOO, CGDV. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare GQEIX with Any Fund or Stock
Compare GQEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GQEIX with funds that move differently
GQG Partners US Select Quality Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GQEIX.
Explore GQEIX Diversifiers