Westwood Quality Value Fund (WHGLX) 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 WHGLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WHGLX
WHGLX charges 0.65% annually. There are 9 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 | WHGLX vs FUQIX | |
| Fidelity SAI International Quality Index Fund | 0.19% | — | May 2020 | WHGLX vs FQITX | |
| Northern U.S. Quality ESG Fund | 0.39% | — | Oct 2017 | WHGLX vs NUESX | |
| GMO Quality Fund Class IV | 0.47% | — | Feb 2004 | WHGLX vs GQEFX | |
| GQG Partners US Select Quality Equity Fund | 0.49% | — | Sep 2018 | WHGLX vs GQEIX |
Best Risk-Adjusted Alternatives to WHGLX
WHGLX has a PortfoliosLab risk / return rank of 31. There are 11 mutual funds in the Quality Factor category with higher risk-adjusted ranks, going as high as 71.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GQG Partners International Quality Dividend Income... | 71 | — | Jun 2021 | WHGLX vs GQJPX | |
| GQG Partners Global Quality Dividend Income Fund | 70 | — | Jun 2021 | WHGLX vs GQFPX | |
| GQG Partners US Quality Dividend Income Fund | 62 | — | Jun 2021 | WHGLX vs GQHPX | |
| GMO Quality Fund | 52 | — | Feb 2004 | WHGLX vs GQETX | |
| GMO Quality Fund Class IV | 47 | — | Feb 2004 | WHGLX vs GQEFX |
Top Performing WHGLX Alternatives (YTD)
WHGLX is at 8.97% YTD. There are 7 mutual funds in the Quality Factor category with higher YTD returns, going as high as 14.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Westwood Quality SmallCap Fund | 14.97% | — | Apr 2007 | WHGLX vs WHGSX | |
| Westwood Quality SMidCap Fund | 14.93% | — | Dec 2005 | WHGLX vs WHGMX | |
| GQG Partners US Quality Dividend Income Fund | 13.55% | — | Jun 2021 | WHGLX vs GQHPX | |
| GQG Partners Global Quality Dividend Income Fund | 11.60% | — | Jun 2021 | WHGLX vs GQFPX | |
| Fidelity SAI International Quality Index Fund | 11.52% | — | May 2020 | WHGLX vs FQITX |
Lowest Volatility Alternatives to WHGLX
WHGLX has 10.06% 1-year volatility. There are 2 mutual funds in the Quality Factor category with lower 1-year volatility, going as low as 9.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GQG Partners Global Quality Equity Fund Institutio... | 9.45% | — | Mar 2019 | WHGLX vs GQRIX | |
| GQG Partners Global Quality Equity Fund | 9.47% | — | Mar 2019 | WHGLX vs GQRPX | |
| GQG Partners Global Quality Dividend Income Fund | 10.18% | — | Jun 2021 | WHGLX vs GQFPX | |
| Haverford Quality Growth Stock Fund | 10.27% | — | Jun 2004 | WHGLX vs HAVGX | |
| Bright Rock Quality Large Cap Fund | 10.36% | — | May 2010 | WHGLX vs BQLCX |
Lowest Drawdown Alternatives to WHGLX
WHGLX has a 1-year max drawdown of -6.96%. There are 2 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 | WHGLX vs GQFPX | |
| GQG Partners US Quality Dividend Income Fund | -6.50% | — | Jun 2021 | WHGLX vs GQHPX | |
| GQG Partners Global Quality Equity Fund Institutio... | -7.00% | — | Mar 2019 | WHGLX vs GQRIX | |
| GQG Partners Global Quality Equity Fund | -7.02% | — | Mar 2019 | WHGLX vs GQRPX | |
| Bright Rock Quality Large Cap Fund | -7.56% | — | May 2010 | WHGLX vs BQLCX |
Other Mutual Funds from Westwood
The 2 most viewed Westwood mutual funds shown here include WHGHX, WHGIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Westwood High Income Fund | High Yield Bonds | 82 | 3.81% | — | Dec 2011 | WHGLX vs WHGHX | |
| Westwood Income Opportunity Fund | Diversified Portfolio | 66 | 4.33% | — | Dec 2005 | WHGLX vs WHGIX |
Often Compared With WHGLX
Investors most often compare WHGLX with NQCRX, PSECX, FLCOX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare WHGLX with Any Fund or Stock
Compare WHGLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WHGLX with funds that move differently
Westwood Quality Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WHGLX.
Explore WHGLX Diversifiers