GQEPX vs. VOO
Compare and contrast key facts about GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX) and Vanguard S&P 500 ETF (VOO).
GQEPX is managed by GQG Partners Inc. It was launched on Sep 28, 2018. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GQEPX or VOO.
Correlation
The correlation between GQEPX and VOO is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
GQEPX vs. VOO - Performance Comparison
Key characteristics
GQEPX:
1.19
VOO:
1.93
GQEPX:
1.63
VOO:
2.58
GQEPX:
1.23
VOO:
1.35
GQEPX:
1.91
VOO:
2.94
GQEPX:
4.82
VOO:
12.34
GQEPX:
4.63%
VOO:
2.01%
GQEPX:
18.81%
VOO:
12.90%
GQEPX:
-28.45%
VOO:
-33.99%
GQEPX:
-5.14%
VOO:
-0.78%
Returns By Period
In the year-to-date period, GQEPX achieves a 6.55% return, which is significantly higher than VOO's 3.25% return.
GQEPX
6.55%
6.55%
7.65%
25.58%
16.15%
N/A
VOO
3.25%
3.25%
12.18%
26.99%
15.30%
13.68%
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GQEPX vs. VOO - Expense Ratio Comparison
GQEPX has a 0.59% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
GQEPX vs. VOO — Risk-Adjusted Performance Rank
GQEPX
VOO
GQEPX vs. VOO - 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 Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
GQEPX's dividend yield for the trailing twelve months is around 0.60%, less than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GQEPX GQG Partners US Select Quality Equity Fund Investor Shares | 0.60% | 0.64% | 0.44% | 1.68% | 0.81% | 0.07% | 0.63% | 0.10% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
GQEPX vs. VOO - Drawdown Comparison
The maximum GQEPX drawdown since its inception was -28.45%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for GQEPX and VOO. For additional features, visit the drawdowns tool.
Volatility
GQEPX vs. VOO - Volatility Comparison
GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX) has a higher volatility of 4.51% compared to Vanguard S&P 500 ETF (VOO) at 4.09%. This indicates that GQEPX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.