Westwood Quality SMidCap Fund (WHGMX) 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 WHGMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WHGMX
WHGMX charges 0.88% annually. There are 17 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 | WHGMX vs FUQIX | |
| Fidelity SAI International Quality Index Fund | 0.19% | — | May 2020 | WHGMX vs FQITX | |
| Northern U.S. Quality ESG Fund | 0.39% | — | Oct 2017 | WHGMX vs NUESX | |
| GMO Quality Fund Class IV | 0.47% | — | Feb 2004 | WHGMX vs GQEFX | |
| GQG Partners US Select Quality Equity Fund | 0.49% | — | Sep 2018 | WHGMX vs GQEIX |
Best Risk-Adjusted Alternatives to WHGMX
WHGMX has a PortfoliosLab risk / return rank of 48. There are 6 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 | WHGMX vs GQJPX | |
| GQG Partners Global Quality Dividend Income Fund | 63 | — | Jun 2021 | WHGMX vs GQFPX | |
| GMO Quality Fund | 63 | — | Feb 2004 | WHGMX vs GQETX | |
| GMO Quality Fund Class IV | 60 | — | Feb 2004 | WHGMX vs GQEFX | |
| GQG Partners US Quality Dividend Income Fund | 54 | — | Jun 2021 | WHGMX vs GQHPX |
Top Performing WHGMX Alternatives (YTD)
WHGMX is at 16.34% YTD. There is 1 mutual fund in the Quality Factor category with a higher YTD return, going as high as 16.86%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Westwood Quality SmallCap Fund | 16.86% | — | Apr 2007 | WHGMX vs WHGSX | |
| GQG Partners US Quality Dividend Income Fund | 13.47% | — | Jun 2021 | WHGMX vs GQHPX | |
| GQG Partners Global Quality Dividend Income Fund | 11.27% | — | Jun 2021 | WHGMX vs GQFPX | |
| Fidelity SAI International Quality Index Fund | 11.10% | — | May 2020 | WHGMX vs FQITX | |
| Westwood Quality Value Fund | 10.50% | — | Jun 2006 | WHGMX vs WHGLX |
Lowest Volatility Alternatives to WHGMX
WHGMX has 15.86% 1-year volatility. There are 20 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 | WHGMX vs GQRIX | |
| GQG Partners Global Quality Equity Fund | 9.53% | — | Mar 2019 | WHGMX vs GQRPX | |
| Westwood Quality Value Fund | 10.03% | — | Jun 2006 | WHGMX vs WHGLX | |
| GQG Partners Global Quality Dividend Income Fund | 10.19% | — | Jun 2021 | WHGMX vs GQFPX | |
| Haverford Quality Growth Stock Fund | 10.26% | — | Jun 2004 | WHGMX vs HAVGX |
Lowest Drawdown Alternatives to WHGMX
WHGMX has a 1-year max drawdown of -9.68%. There are 12 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 | WHGMX vs GQFPX | |
| GQG Partners US Quality Dividend Income Fund | -6.50% | — | Jun 2021 | WHGMX vs GQHPX | |
| Westwood Quality Value Fund | -6.96% | — | Jun 2006 | WHGMX vs WHGLX | |
| GQG Partners Global Quality Equity Fund Institutio... | -7.00% | — | Mar 2019 | WHGMX vs GQRIX | |
| GQG Partners Global Quality Equity Fund | -7.02% | — | Mar 2019 | WHGMX vs GQRPX |
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 | 85 | 4.61% | — | Dec 2011 | WHGMX vs WHGHX | |
| Westwood Income Opportunity Fund | Diversified Portfolio | 72 | 5.59% | — | Dec 2005 | WHGMX vs WHGIX |
Often Compared With WHGMX
Investors most often compare WHGMX with GTSGX, TLVAX, GABVX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare WHGMX with Any Fund or Stock
Compare WHGMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WHGMX with funds that move differently
Westwood Quality SMidCap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WHGMX.
Explore WHGMX Diversifiers