Westwood Quality SmallCap Fund (WHGSX) 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 WHGSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WHGSX
WHGSX charges 0.92% annually. There are 19 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 | WHGSX vs FUQIX | |
| Fidelity SAI International Quality Index Fund | 0.19% | — | May 2020 | WHGSX vs FQITX | |
| Northern U.S. Quality ESG Fund | 0.39% | — | Oct 2017 | WHGSX vs NUESX | |
| GMO Quality Fund Class IV | 0.47% | — | Feb 2004 | WHGSX vs GQEFX | |
| GQG Partners US Select Quality Equity Fund | 0.49% | — | Sep 2018 | WHGSX vs GQEIX |
Best Risk-Adjusted Alternatives to WHGSX
WHGSX has a PortfoliosLab risk / return rank of 30. There are 13 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 | WHGSX vs GQJPX | |
| GQG Partners Global Quality Dividend Income Fund | 63 | — | Jun 2021 | WHGSX vs GQFPX | |
| GMO Quality Fund | 63 | — | Feb 2004 | WHGSX vs GQETX | |
| GMO Quality Fund Class IV | 60 | — | Feb 2004 | WHGSX vs GQEFX | |
| GQG Partners US Quality Dividend Income Fund | 54 | — | Jun 2021 | WHGSX vs GQHPX |
Top Performing WHGSX Alternatives (YTD)
WHGSX is at 16.86% YTD. No mutual funds in the Quality Factor category have higher YTD returns; the top-performing alternatives shown here go as high as 16.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Westwood Quality SMidCap Fund | 16.34% | — | Dec 2005 | WHGSX vs WHGMX | |
| GQG Partners US Quality Dividend Income Fund | 13.47% | — | Jun 2021 | WHGSX vs GQHPX | |
| GQG Partners Global Quality Dividend Income Fund | 11.27% | — | Jun 2021 | WHGSX vs GQFPX | |
| Fidelity SAI International Quality Index Fund | 11.10% | — | May 2020 | WHGSX vs FQITX | |
| Westwood Quality Value Fund | 10.50% | — | Jun 2006 | WHGSX vs WHGLX |
Lowest Volatility Alternatives to WHGSX
WHGSX has 17.44% 1-year volatility. There are 23 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 | WHGSX vs GQRIX | |
| GQG Partners Global Quality Equity Fund | 9.53% | — | Mar 2019 | WHGSX vs GQRPX | |
| Westwood Quality Value Fund | 10.03% | — | Jun 2006 | WHGSX vs WHGLX | |
| GQG Partners Global Quality Dividend Income Fund | 10.19% | — | Jun 2021 | WHGSX vs GQFPX | |
| Haverford Quality Growth Stock Fund | 10.26% | — | Jun 2004 | WHGSX vs HAVGX |
Lowest Drawdown Alternatives to WHGSX
WHGSX has a 1-year max drawdown of -10.47%. There are 14 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 | WHGSX vs GQFPX | |
| GQG Partners US Quality Dividend Income Fund | -6.50% | — | Jun 2021 | WHGSX vs GQHPX | |
| Westwood Quality Value Fund | -6.96% | — | Jun 2006 | WHGSX vs WHGLX | |
| GQG Partners Global Quality Equity Fund Institutio... | -7.00% | — | Mar 2019 | WHGSX vs GQRIX | |
| GQG Partners Global Quality Equity Fund | -7.02% | — | Mar 2019 | WHGSX 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 | WHGSX vs WHGHX | |
| Westwood Income Opportunity Fund | Diversified Portfolio | 72 | 5.59% | — | Dec 2005 | WHGSX vs WHGIX |
Often Compared With WHGSX
Investors most often compare WHGSX with HASCX, CSMDX, AVUV. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare WHGSX with Any Fund or Stock
Compare WHGSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WHGSX with funds that move differently
Westwood Quality SmallCap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WHGSX.
Explore WHGSX Diversifiers