EGUS vs. GQGU
EGUS (Ishares ESG Aware MSCI USA Growth ETF) and GQGU (GQG US Equity ETF) are both Large Cap Growth Equities funds. EGUS is passively managed, while GQGU is actively managed. At a correlation of -0.28, they often move in opposite directions. EGUS charges 0.18%/yr vs 0.49%/yr for GQGU.
Performance
EGUS vs. GQGU - Performance Comparison
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Returns By Period
In the year-to-date period, EGUS achieves a 12.08% return, which is significantly higher than GQGU's 6.60% return.
EGUS
- 1D
- -1.06%
- 1M
- 8.21%
- YTD
- 12.08%
- 6M
- 11.25%
- 1Y
- 32.26%
- 3Y*
- 26.92%
- 5Y*
- —
- 10Y*
- —
GQGU
- 1D
- -1.06%
- 1M
- -1.65%
- YTD
- 6.60%
- 6M
- 7.16%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
EGUS vs. GQGU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EGUS Ishares ESG Aware MSCI USA Growth ETF | 12.08% | 12.29% |
GQGU GQG US Equity ETF | 6.60% | -1.14% |
Correlation
The correlation between EGUS and GQGU is -0.28, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 15, 2025 | -0.28 |
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Return for Risk
EGUS vs. GQGU — Risk / Return Rank
EGUS
GQGU
EGUS vs. GQGU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ishares ESG Aware MSCI USA Growth ETF (EGUS) and GQG US Equity ETF (GQGU). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| EGUS | GQGU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.34 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.07 | — | — |
| Martin ratioReturn relative to average drawdown | 7.03 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EGUS | GQGU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.99 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.45 | 0.60 | +0.85 |
Drawdowns
EGUS vs. GQGU - Drawdown Comparison
The maximum EGUS drawdown since its inception was -24.87%, which is greater than GQGU's maximum drawdown of -6.65%. Use the drawdown chart below to compare losses from any high point for EGUS and GQGU.
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Drawdown Indicators
| EGUS | GQGU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.87% | -6.65% | -18.22% |
Max Drawdown (1Y)Largest decline over 1 year | -15.66% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -24.87% | — | — |
Current DrawdownCurrent decline from peak | -1.06% | -4.66% | +3.60% |
Average DrawdownAverage peak-to-trough decline | -3.37% | -2.54% | -0.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.60% | — | — |
Volatility
EGUS vs. GQGU - Volatility Comparison
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Volatility by Period
| EGUS | GQGU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.98% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 12.67% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.34% | 10.14% | +6.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.15% | 10.14% | +9.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.15% | 10.14% | +9.01% |
EGUS vs. GQGU - Expense Ratio Comparison
EGUS has a 0.18% expense ratio, which is lower than GQGU's 0.49% expense ratio.
Dividends
EGUS vs. GQGU - Dividend Comparison
EGUS's dividend yield for the trailing twelve months is around 0.19%, less than GQGU's 0.96% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
EGUS Ishares ESG Aware MSCI USA Growth ETF | 0.19% | 0.22% | 0.25% | 0.36% |
GQGU GQG US Equity ETF | 0.96% | 1.02% | 0.00% | 0.00% |
Frequently Asked Questions
EGUS and GQGU have a correlation of -0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EGUS is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EGUS is cheaper with a 0.18% expense ratio, compared with 0.49% for GQGU.
GQGU has the higher dividend yield at 0.96%, compared with 0.19% for EGUS.
They also come from different issuers: iShares and GQG Partners. Their fees differ too: 0.18% for EGUS and 0.49% for GQGU.
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