GMO Quality Fund (GQETX) 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 GQETX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GQETX
GQETX 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 | GQETX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | GQETX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | GQETX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | GQETX vs FLCPX | |
| Vanguard Institutional Total Stock Market Index Fu... | 0.02% | 35.20B | May 2001 | GQETX vs VITPX |
Best Risk-Adjusted Alternatives to GQETX
GQETX has a PortfoliosLab risk / return rank of 32. There are 315 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 | GQETX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | GQETX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | GQETX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | GQETX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | GQETX vs IGIAX |
Top Performing GQETX Alternatives (YTD)
GQETX is at 3.91% YTD. There are 346 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | GQETX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | GQETX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | GQETX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | GQETX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | GQETX vs FLVCX |
Lowest Volatility Alternatives to GQETX
GQETX has 12.68% 1-year volatility. There are 197 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | GQETX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | GQETX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | GQETX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | GQETX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | GQETX vs FSUVX |
Lowest Drawdown Alternatives to GQETX
GQETX has a 1-year max drawdown of -12.76%. There are 366 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 | GQETX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | GQETX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | GQETX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | GQETX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | GQETX vs QUERX |
Other Mutual Funds from GMO
The 10 most viewed GMO mutual funds shown here include GMOIX, GMOQX, GUSTX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| GMO International Equity Fund | Foreign Large Cap Equities | 86 | 21.29% | — | Mar 1987 | GQETX vs GMOIX | |
| GMO Emerging Country Debt Fund Class VI | Emerging Markets Bonds | 98 | 9.35% | — | Apr 1994 | GQETX vs GMOQX | |
| GMO U.S. Treasury Fund | Government Bonds | 99 | 1.26% | — | Mar 2009 | GQETX vs GUSTX | |
| GMO Global Equity Allocation Fund | Global Equities | 91 | 18.76% | — | Nov 1996 | GQETX vs GMGEX | |
| GMO International Developed Equity Allocation Fund | Foreign Large Cap Equities | 89 | 19.59% | — | Jun 2006 | GQETX vs GIOTX | |
| GMO Multi-Sector Fixed Income Fund | Intermediate Core-Plus Bond | 76 | 0.96% | — | Apr 1997 | GQETX vs GUGAX | |
| GMO Benchmark-Free Fund | Global Allocation | 95 | 10.65% | — | Jun 2011 | GQETX vs GBFFX | |
| GMO Asset Allocation Bond Fund | Inflation-Protected Bonds | 3 | -4.93% | — | Mar 2009 | GQETX vs GABFX | |
| GMO Alternative Allocation Fund | Multistrategy | 69 | 1.36% | — | May 2019 | GQETX vs GAAVX | |
| GMO Tax-Managed International Equities Fund | Foreign Large Cap Equities | 91 | 13.12% | — | Jul 1998 | GQETX vs GTMIX |
Often Compared With GQETX
Investors most often compare GQETX with GQEPX, THD, TRBUX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare GQETX with Any Fund or Stock
Compare GQETX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GQETX with funds that move differently
GMO Quality Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GQETX.
Explore GQETX Diversifiers