GMO Quality Fund (GQETX) 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 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 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 | GQETX vs FUQIX | |
| Fidelity SAI International Quality Index Fund | 0.19% | — | May 2020 | GQETX vs FQITX | |
| Northern U.S. Quality ESG Fund | 0.39% | — | Oct 2017 | GQETX vs NUESX | |
| GMO Quality Fund Class IV | 0.47% | — | Feb 2004 | GQETX vs GQEFX | |
| GQG Partners US Select Quality Equity Fund | 0.49% | — | Sep 2018 | GQETX vs GQEIX |
Best Risk-Adjusted Alternatives to GQETX
GQETX has a PortfoliosLab risk / return rank of 53. There are 3 mutual funds in the Quality Factor category with higher risk-adjusted ranks, going as high as 68.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GQG Partners Global Quality Dividend Income Fund | 68 | — | Jun 2021 | GQETX vs GQFPX | |
| GQG Partners International Quality Dividend Income... | 68 | — | Jun 2021 | GQETX vs GQJPX | |
| GQG Partners US Quality Dividend Income Fund | 58 | — | Jun 2021 | GQETX vs GQHPX | |
| GMO Quality Fund Class IV | 52 | — | Feb 2004 | GQETX vs GQEFX | |
| Northern U.S. Quality ESG Fund | 43 | — | Oct 2017 | GQETX vs NUESX |
Top Performing GQETX Alternatives (YTD)
GQETX is at 7.37% YTD. There are 12 mutual funds in the Quality Factor category with higher YTD returns, going as high as 15.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Westwood Quality SmallCap Fund | 15.34% | — | Apr 2007 | GQETX vs WHGSX | |
| Westwood Quality SMidCap Fund | 14.93% | — | Dec 2005 | GQETX vs WHGMX | |
| GQG Partners US Quality Dividend Income Fund | 13.55% | — | Jun 2021 | GQETX vs GQHPX | |
| GQG Partners Global Quality Dividend Income Fund | 11.44% | — | Jun 2021 | GQETX vs GQFPX | |
| GQG Partners International Quality Dividend Income... | 10.50% | — | Jun 2021 | GQETX vs GQJPX |
Lowest Volatility Alternatives to GQETX
GQETX has 12.83% 1-year volatility. There are 14 mutual funds in the Quality Factor category with lower 1-year volatility, going as low as 9.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GQG Partners Global Quality Equity Fund Institutio... | 9.47% | — | Mar 2019 | GQETX vs GQRIX | |
| GQG Partners Global Quality Equity Fund | 9.50% | — | Mar 2019 | GQETX vs GQRPX | |
| Westwood Quality Value Fund | 10.06% | — | Jun 2006 | GQETX vs WHGLX | |
| GQG Partners Global Quality Dividend Income Fund | 10.18% | — | Jun 2021 | GQETX vs GQFPX | |
| Haverford Quality Growth Stock Fund | 10.26% | — | Jun 2004 | GQETX vs HAVGX |
Lowest Drawdown Alternatives to GQETX
GQETX has a 1-year max drawdown of -12.76%. There are 18 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 | GQETX vs GQFPX | |
| GQG Partners US Quality Dividend Income Fund | -6.50% | — | Jun 2021 | GQETX vs GQHPX | |
| Westwood Quality Value Fund | -6.96% | — | Jun 2006 | GQETX vs WHGLX | |
| GQG Partners Global Quality Equity Fund Institutio... | -7.00% | — | Mar 2019 | GQETX vs GQRIX | |
| GQG Partners Global Quality Equity Fund | -7.02% | — | Mar 2019 | GQETX vs GQRPX |
Other Mutual Funds from GMO
The 10 most viewed GMO mutual funds shown here include GMGEX, GMOIX, GMOQX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | Global Equities | 94 | 19.72% | — | Nov 1996 | GQETX vs GMGEX | |
| GMO International Equity Fund | Foreign Large Cap Equities | 87 | 19.87% | — | Mar 1987 | GQETX vs GMOIX | |
| GMO Emerging Country Debt Fund Class VI | Emerging Markets Bonds | 98 | 8.28% | — | Apr 1994 | GQETX vs GMOQX | |
| GMO U.S. Treasury Fund | Government Bonds | 99 | 1.59% | — | Mar 2009 | GQETX vs GUSTX | |
| GMO International Developed Equity Allocation Fund | Foreign Large Cap Equities | 92 | 20.64% | — | Jun 2006 | GQETX vs GIOTX | |
| GMO Tax-Managed International Equities Fund | Foreign Large Cap Equities | 97 | 21.02% | — | Jul 1998 | GQETX vs GTMIX | |
| GMO Benchmark-Free Fund | Global Allocation | 97 | 13.32% | — | Jun 2011 | GQETX vs GBFFX | |
| GMO Multi-Sector Fixed Income Fund | Intermediate Core-Plus Bond | 89 | 0.96% | — | Apr 1997 | GQETX vs GUGAX | |
| GMO Global Developed Equity Allocation Fund | Global Equities | 94 | 17.69% | — | Jun 2005 | GQETX vs GWOAX | |
| GMO Asset Allocation Bond Fund | Inflation-Protected Bonds | 2 | -7.28% | — | Mar 2009 | GQETX vs GABFX |
Often Compared With GQETX
Investors most often compare GQETX with THD, GQEPX, TRBUX. These 20 comparison targets span 16 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