GQG Partners Emerging Markets Equity Fund Institutional Shares (GQGIX) belongs to the Emerging Markets Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GQGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GQGIX
GQGIX charges 0.98% annually. There are 72 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Emerging Markets Opportunities Fun... | 0.01% | — | Dec 2008 | GQGIX vs FEMSX | |
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | GQGIX vs FHKFX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.06% | — | Jun 2000 | GQGIX vs VEMIX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | GQGIX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | GQGIX vs FERGX |
Best Risk-Adjusted Alternatives to GQGIX
GQGIX has a PortfoliosLab risk / return rank of 44. There are 172 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Lazard Emerging Markets Equity Portfolio | 96 | — | Jul 1994 | GQGIX vs LZEMX | |
| Lazard Emerging Markets Equity Portfolio Class R6 | 96 | — | — | GQGIX vs RLEMX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 96 | — | Oct 2011 | GQGIX vs ESCIX | |
| Delaware Emerging Markets Fund | 94 | — | Jun 1996 | GQGIX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 94 | — | Jun 1996 | GQGIX vs DEMAX |
Top Performing GQGIX Alternatives (YTD)
GQGIX is at 8.26% YTD. There are 193 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 79.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 79.82% | — | Jun 1996 | GQGIX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 79.56% | — | Jun 1996 | GQGIX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 78.77% | — | Jun 1996 | GQGIX vs DEMCX | |
| Franklin Templeton SMACS: Series EM | 57.68% | — | Nov 2021 | GQGIX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 41.38% | — | Oct 2021 | GQGIX vs GMAQX |
Lowest Volatility Alternatives to GQGIX
GQGIX has 11.53% 1-year volatility. There are 3 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 9.90% | — | Dec 2016 | GQGIX vs GSIYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 10.04% | — | Oct 2011 | GQGIX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | GQGIX vs GQGPX | |
| The Cook & Bynum Fund | 11.73% | — | Jun 2009 | GQGIX vs COBYX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 11.82% | — | Jan 2019 | GQGIX vs FGKPX |
Lowest Drawdown Alternatives to GQGIX
GQGIX has a 1-year max drawdown of -9.11%. There are 5 mutual funds in the Emerging Markets Equities category with shallower 1-year drawdowns, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | GQGIX vs ESCIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | GQGIX vs FGKPX | |
| Goldman Sachs GQG Partners International Opportuni... | -7.81% | — | Dec 2016 | GQGIX vs GSIYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | GQGIX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | GQGIX vs COBYX |
Other Mutual Funds from GQG Partners
The 7 most viewed GQG Partners mutual funds shown here include GQEPX, GQRPX, GQEIX and span 6 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 | 19 | 8.04% | — | Sep 2018 | GQGIX vs GQEPX | |
| GQG Partners Global Quality Equity Fund | Quality Factor, Global Equities | 29 | 8.64% | — | Mar 2019 | GQGIX vs GQRPX | |
| GQG Partners US Select Quality Equity Fund | Quality Factor, Large Cap Blend Equities | 19 | 8.17% | — | Sep 2018 | GQGIX vs GQEIX | |
| GQG Partners Global Quality Equity Fund Institutio... | Quality Factor, Global Equities | 30 | 8.73% | — | Mar 2019 | GQGIX vs GQRIX | |
| GQG Partners International Quality Dividend Income... | Quality Factor, Foreign Large Cap Equities | 65 | 10.24% | — | Jun 2021 | GQGIX vs GQJPX | |
| GQG Partners US Quality Dividend Income Fund | Quality Factor, Large Cap Value Equities | 54 | 13.47% | — | Jun 2021 | GQGIX vs GQHPX | |
| GQG Partners Global Quality Dividend Income Fund | Quality Factor, Global Equities | 63 | 11.27% | — | Jun 2021 | GQGIX vs GQFPX |
Often Compared With GQGIX
Investors most often compare GQGIX with IEMG, VWO, VUG. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare GQGIX with Any Fund or Stock
Compare GQGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GQGIX with funds that move differently
GQG Partners Emerging Markets Equity Fund Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GQGIX.
Explore GQGIX Diversifiers