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 a closer substitute for your current allocation.
Cheapest Alternatives to QDVSX
QDVSX charges 0.00% annually. No mutual funds in the Global Equities category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | QDVSX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | QDVSX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | QDVSX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | QDVSX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | QDVSX vs UCEQX |
Best Risk-Adjusted Alternatives to QDVSX
QDVSX has a PortfoliosLab risk / return rank of 79. There are 23 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | QDVSX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | QDVSX vs EPSYX | |
| LSV Global Managed Volatility Fund | 93 | — | Jun 2014 | QDVSX vs LVAFX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | QDVSX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 92 | — | Sep 1996 | QDVSX vs FMIEX |
Top Performing QDVSX Alternatives (YTD)
QDVSX is at 10.58% YTD. There are 110 mutual funds in the Global Equities category with higher YTD returns, going as high as 28.61%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 28.61% | — | Nov 2016 | QDVSX vs PGTIX | |
| LSV Global Value Fund | 23.44% | — | Jun 2014 | QDVSX vs LVAGX | |
| Oberweis Global Opportunities Fund | 22.33% | — | Jan 1987 | QDVSX vs OBEGX | |
| Ariel Global Fund | 21.91% | — | Dec 2011 | QDVSX vs AGLOX | |
| Polaris Global Value Fund | 21.16% | — | May 1998 | QDVSX vs PGVFX |
Lowest Volatility Alternatives to QDVSX
QDVSX has 13.11% 1-year volatility. There are 85 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.00%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.00% | 2.00B | Dec 2013 | QDVSX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.01% | 2.00B | Dec 2013 | QDVSX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.17% | — | Jul 2006 | QDVSX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.48% | — | Sep 1990 | QDVSX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.50% | — | Jan 2016 | QDVSX vs SGMAX |
Lowest Drawdown Alternatives to QDVSX
QDVSX has a 1-year max drawdown of -9.40%. There are 58 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | QDVSX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | QDVSX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | QDVSX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | QDVSX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | QDVSX vs SVTAX |
Other Mutual Funds from T. Rowe Price
The 10 most viewed T. Rowe Price mutual funds shown here include TRBCX, PRWCX, PRDGX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth Fund | Large Cap Growth Equities | 8 | 0.24% | — | Jun 1993 | QDVSX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 43 | 6.97% | — | Jun 1986 | QDVSX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 64 | 10.91% | — | Dec 1992 | QDVSX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 52 | 10.84% | — | Nov 1994 | QDVSX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 8 | 0.32% | — | — | QDVSX vs TBCIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 9 | 0.52% | — | Sep 1985 | QDVSX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 55 | 10.62% | — | Mar 1990 | QDVSX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 9 | 2.20% | — | Oct 2001 | QDVSX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 39 | 22.52% | — | Sep 1987 | QDVSX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 26 | 8.73% | — | Feb 2004 | QDVSX vs TRRJX |
Often Compared With QDVSX
Investors most often compare QDVSX with VOO, SPMO, SPY. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare QDVSX with Any Fund or Stock
Compare QDVSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair QDVSX with funds that move differently
Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to QDVSX.
Explore QDVSX Diversifiers