Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans (QDVSX) Alternatives
Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans (QDVSX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with QDVSX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to QDVSX
QDVSX charges 0.00% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among QDVSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | QDVSX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | QDVSX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | QDVSX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | QDVSX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | QDVSX vs VMNVX |
Best Risk-Adjusted Alternatives to QDVSX
Among mutual funds in the Global Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 98 | May 23, 1984 | QDVSX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 96 | May 30, 2007 | QDVSX vs CAEIX | |
| Artisan Global Equity Fund | 96 | Mar 28, 2010 | QDVSX vs ARTHX | |
| GMO Climate Change Fund | 95 | Apr 4, 2017 | QDVSX vs GCCHX | |
| Wasatch Global Value Fund Investor Class Shares | 93 | Sep 25, 1996 | QDVSX vs FMIEX |
Top Performing QDVSX Alternatives (YTD)
QDVSX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 13.06% | Jun 9, 2019 | QDVSX vs RTXAX | |
| GMO Climate Change Fund | 11.91% | Apr 4, 2017 | QDVSX vs GCCHX | |
| Nuveen Global Infrastructure Fund Class A | 10.85% | Dec 17, 2007 | QDVSX vs FGIAX | |
| T. Rowe Price Real Assets Fund | 9.79% | Jul 27, 2010 | QDVSX vs PRAFX | |
| Cohen & Steers Global Infrastructure Fund Class A | 9.68% | Aug 28, 2017 | QDVSX vs CSUAX |
Lowest Volatility Alternatives to QDVSX
QDVSX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.95% | Sep 4, 1990 | QDVSX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.04% | Dec 12, 2013 | QDVSX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.07% | Dec 12, 2013 | QDVSX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.62% | Dec 4, 2013 | QDVSX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.75% | — | QDVSX vs GLIFX |
Lowest Drawdown Alternatives to QDVSX
QDVSX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.73% | Sep 4, 1990 | QDVSX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.13% | Dec 12, 2013 | QDVSX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.16% | Dec 12, 2013 | QDVSX vs VMVFX | |
| Goldman Sachs Enhanced Dividend Global Equity Port... | -7.18% | Apr 29, 2008 | QDVSX vs GIDGX | |
| SEI Institutional Managed Trust Global Managed Vol... | -7.39% | Jul 26, 2006 | QDVSX vs SVTAX |
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Often Compared With QDVSX
What investors most often compare with QDVSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 54 | -3.55% | Sep 7, 2010 | QDVSX vs VOO | |
| Invesco S&P 500 Momentum ETF | S&P 500 | 58 | -3.57% | Oct 9, 2015 | QDVSX vs SPMO | |
| State Street SPDR S&P 500 ETF | S&P 500 | 53 | -3.56% | Jan 22, 1993 | QDVSX vs SPY | |
| GQG Partners Global Quality Dividend Income Fund | Global Equities | 71 | 9.43% | Jun 29, 2021 | QDVSX vs GQFPX |
Compare QDVSX with Any Fund or Stock
Compare QDVSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.