GQG Partners US Select Quality Equity Fund (GQEIX) belongs to the Large Cap Blend Equities 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 130 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | GQEIX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | GQEIX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | GQEIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | GQEIX vs FLCPX | |
| iShares Total U.S. Stock Market Index Fund Class K | 0.02% | — | Aug 2015 | GQEIX vs BKTSX |
Best Risk-Adjusted Alternatives to GQEIX
GQEIX has a PortfoliosLab risk / return rank of 4. There are 385 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | GQEIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 94 | 92.00B | Nov 2001 | GQEIX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 93 | — | Nov 2004 | GQEIX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | GQEIX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | GQEIX vs IGIAX |
Top Performing GQEIX Alternatives (YTD)
GQEIX is at 2.54% YTD. There are 356 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 32.08%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 32.08% | 17.20B | Dec 2004 | GQEIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 28.16% | 92.00B | Nov 2001 | GQEIX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.37% | — | Jan 1995 | GQEIX vs IGIAX | |
| Archer Multi Cap Fund | 25.38% | — | Dec 2019 | GQEIX vs ALSMX | |
| PrimeCap Odyssey Stock Fund | 25.29% | — | Nov 2004 | GQEIX vs POSKX |
Lowest Volatility Alternatives to GQEIX
GQEIX has 10.48% 1-year volatility. There are 36 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | GQEIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | GQEIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.37% | — | Jul 2012 | GQEIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.38% | — | Jul 2012 | GQEIX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.56% | — | May 2015 | GQEIX vs FSUVX |
Lowest Drawdown Alternatives to GQEIX
GQEIX has a 1-year max drawdown of -8.45%. There are 71 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | GQEIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | GQEIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | GQEIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | GQEIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | GQEIX vs QUERX |
Other Mutual Funds from GQG Partners Inc
The 6 most viewed GQG Partners Inc mutual funds shown here include GQEPX, GQGPX, GQRIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | Large Cap Growth Equities | 4 | 2.45% | — | Sep 2018 | GQEIX vs GQEPX | |
| GQG Partners Emerging Markets Equity Fund | Emerging Markets Diversified | 17 | 5.31% | — | Dec 2016 | GQEIX vs GQGPX | |
| GQG Partners Global Quality Equity Fund Institutio... | Global Equities | 7 | 3.79% | — | Mar 2019 | GQEIX vs GQRIX | |
| GQG Partners International Quality Dividend Income... | Foreign Large Cap Equities | 19 | 3.92% | — | Jun 2021 | GQEIX vs GQJPX | |
| GQG Partners US Quality Dividend Income Fund | Large Cap Value Equities | 16 | 6.82% | — | Jun 2021 | GQEIX vs GQHPX | |
| GQG Partners Global Quality Dividend Income Fund | Global Equities | 27 | 6.17% | — | Jun 2021 | GQEIX vs GQFPX |
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