GQG Partners US Quality Dividend Income Fund (GQHPX) 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 GQHPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GQHPX
GQHPX charges 0.57% annually. There are 7 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 | GQHPX vs FUQIX | |
| Fidelity SAI International Quality Index Fund | 0.19% | — | May 2020 | GQHPX vs FQITX | |
| Northern U.S. Quality ESG Fund | 0.39% | — | Oct 2017 | GQHPX vs NUESX | |
| GMO Quality Fund Class IV | 0.47% | — | Feb 2004 | GQHPX vs GQEFX | |
| GQG Partners US Select Quality Equity Fund | 0.49% | — | Sep 2018 | GQHPX vs GQEIX |
Best Risk-Adjusted Alternatives to GQHPX
GQHPX has a PortfoliosLab risk / return rank of 54. There are 4 mutual funds in the Quality Factor category with higher risk-adjusted ranks, going as high as 65.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GQG Partners International Quality Dividend Income... | 65 | — | Jun 2021 | GQHPX vs GQJPX | |
| GQG Partners Global Quality Dividend Income Fund | 63 | — | Jun 2021 | GQHPX vs GQFPX | |
| GMO Quality Fund | 63 | — | Feb 2004 | GQHPX vs GQETX | |
| GMO Quality Fund Class IV | 60 | — | Feb 2004 | GQHPX vs GQEFX | |
| Pear Tree Quality Fund | 53 | — | May 1985 | GQHPX vs USBOX |
Top Performing GQHPX Alternatives (YTD)
GQHPX is at 13.47% YTD. There are 2 mutual funds in the Quality Factor category with higher YTD returns, going as high as 16.86%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Westwood Quality SmallCap Fund | 16.86% | — | Apr 2007 | GQHPX vs WHGSX | |
| Westwood Quality SMidCap Fund | 16.34% | — | Dec 2005 | GQHPX vs WHGMX | |
| GQG Partners Global Quality Dividend Income Fund | 11.27% | — | Jun 2021 | GQHPX vs GQFPX | |
| Fidelity SAI International Quality Index Fund | 11.10% | — | May 2020 | GQHPX vs FQITX | |
| Westwood Quality Value Fund | 10.50% | — | Jun 2006 | GQHPX vs WHGLX |
Lowest Volatility Alternatives to GQHPX
GQHPX has 11.04% 1-year volatility. There are 10 mutual funds in the Quality Factor category with lower 1-year volatility, going as low as 9.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GQG Partners Global Quality Equity Fund Institutio... | 9.50% | — | Mar 2019 | GQHPX vs GQRIX | |
| GQG Partners Global Quality Equity Fund | 9.53% | — | Mar 2019 | GQHPX vs GQRPX | |
| Westwood Quality Value Fund | 10.03% | — | Jun 2006 | GQHPX vs WHGLX | |
| GQG Partners Global Quality Dividend Income Fund | 10.19% | — | Jun 2021 | GQHPX vs GQFPX | |
| Haverford Quality Growth Stock Fund | 10.26% | — | Jun 2004 | GQHPX vs HAVGX |
Lowest Drawdown Alternatives to GQHPX
GQHPX has a 1-year max drawdown of -6.50%. There is 1 mutual fund in the Quality Factor category with a shallower 1-year drawdown, going as shallow as -6.28%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GQG Partners Global Quality Dividend Income Fund | -6.28% | — | Jun 2021 | GQHPX vs GQFPX | |
| Westwood Quality Value Fund | -6.96% | — | Jun 2006 | GQHPX vs WHGLX | |
| GQG Partners Global Quality Equity Fund Institutio... | -7.00% | — | Mar 2019 | GQHPX vs GQRIX | |
| GQG Partners Global Quality Equity Fund | -7.02% | — | Mar 2019 | GQHPX vs GQRPX | |
| Bright Rock Quality Large Cap Fund | -7.56% | — | May 2010 | GQHPX vs BQLCX |
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 | 19 | 8.04% | — | Sep 2018 | GQHPX vs GQEPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | Emerging Markets Equities | 44 | 8.26% | — | — | GQHPX vs GQGIX | |
| GQG Partners Emerging Markets Equity Fund | Emerging Markets Equities | 42 | 8.14% | — | Dec 2016 | GQHPX vs GQGPX |
Often Compared With GQHPX
Investors most often compare GQHPX with FEQIX, CGDV, FWWFX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare GQHPX with Any Fund or Stock
Compare GQHPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GQHPX with funds that move differently
GQG Partners US Quality Dividend Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GQHPX.
Explore GQHPX Diversifiers