GQEPX vs. MOAT
Compare and contrast key facts about GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX) and VanEck Vectors Morningstar Wide Moat ETF (MOAT).
GQEPX is managed by GQG Partners Inc. It was launched on Sep 28, 2018. MOAT is a passively managed fund by VanEck that tracks the performance of the Morningstar Wide Moat Focus Index. It was launched on Apr 24, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GQEPX or MOAT.
Performance
GQEPX vs. MOAT - Performance Comparison
Returns By Period
In the year-to-date period, GQEPX achieves a 34.30% return, which is significantly higher than MOAT's 14.82% return.
GQEPX
34.30%
3.19%
9.26%
38.91%
17.83%
N/A
MOAT
14.82%
1.09%
10.56%
25.88%
13.95%
13.24%
Key characteristics
| GQEPX | MOAT | |
|---|---|---|
| Sharpe Ratio | 2.26 | 2.18 |
| Sortino Ratio | 3.09 | 2.97 |
| Omega Ratio | 1.41 | 1.38 |
| Calmar Ratio | 3.34 | 3.92 |
| Martin Ratio | 11.09 | 11.32 |
| Ulcer Index | 3.51% | 2.29% |
| Daily Std Dev | 17.20% | 11.89% |
| Max Drawdown | -28.45% | -33.31% |
| Current Drawdown | 0.00% | -0.55% |
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GQEPX vs. MOAT - Expense Ratio Comparison
GQEPX has a 0.59% expense ratio, which is higher than MOAT's 0.48% expense ratio.
Correlation
The correlation between GQEPX and MOAT is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
GQEPX vs. MOAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX) and VanEck Vectors Morningstar Wide Moat ETF (MOAT). 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.
Dividends
GQEPX vs. MOAT - Dividend Comparison
GQEPX's dividend yield for the trailing twelve months is around 0.33%, less than MOAT's 0.75% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GQEPX GQG Partners US Select Quality Equity Fund Investor Shares | 0.33% | 0.44% | 1.68% | 0.81% | 0.07% | 0.63% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MOAT VanEck Vectors Morningstar Wide Moat ETF | 0.75% | 0.86% | 1.25% | 1.08% | 1.45% | 1.31% | 1.79% | 1.07% | 1.17% | 2.13% | 1.34% | 0.79% |
Drawdowns
GQEPX vs. MOAT - Drawdown Comparison
The maximum GQEPX drawdown since its inception was -28.45%, smaller than the maximum MOAT drawdown of -33.31%. Use the drawdown chart below to compare losses from any high point for GQEPX and MOAT. For additional features, visit the drawdowns tool.
Volatility
GQEPX vs. MOAT - Volatility Comparison
GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX) and VanEck Vectors Morningstar Wide Moat ETF (MOAT) have volatilities of 3.60% and 3.60%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.