GQEPX vs. VXUS
Compare and contrast key facts about GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX) and Vanguard Total International Stock ETF (VXUS).
GQEPX is managed by GQG Partners Inc. It was launched on Sep 28, 2018. VXUS is a passively managed fund by Vanguard that tracks the performance of the MSCI All Country World ex USA Investable Market Index. It was launched on Jan 26, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GQEPX or VXUS.
Key characteristics
| GQEPX | VXUS | |
|---|---|---|
| YTD Return | 16.30% | 3.66% |
| 1Y Return | 38.92% | 11.46% |
| 3Y Return (Ann) | 13.70% | 0.49% |
| 5Y Return (Ann) | 17.38% | 5.43% |
| Sharpe Ratio | 2.13 | 0.93 |
| Daily Std Dev | 17.81% | 12.52% |
| Max Drawdown | -28.45% | -35.97% |
| Current Drawdown | -7.12% | -2.36% |
Correlation
The correlation between GQEPX and VXUS is 0.70, 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.
Performance
GQEPX vs. VXUS - Performance Comparison
In the year-to-date period, GQEPX achieves a 16.30% return, which is significantly higher than VXUS's 3.66% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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GQEPX vs. VXUS - Expense Ratio Comparison
GQEPX has a 0.59% expense ratio, which is higher than VXUS's 0.07% expense ratio.
Risk-Adjusted Performance
GQEPX vs. VXUS - 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 Total International Stock ETF (VXUS). 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. VXUS - Dividend Comparison
GQEPX's dividend yield for the trailing twelve months is around 0.38%, less than VXUS's 3.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GQEPX GQG Partners US Select Quality Equity Fund Investor Shares | 0.38% | 0.44% | 4.46% | 1.49% | 0.61% | 0.63% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VXUS Vanguard Total International Stock ETF | 3.31% | 3.24% | 3.09% | 3.10% | 2.14% | 3.06% | 3.18% | 2.73% | 2.93% | 2.83% | 3.40% | 2.70% |
Drawdowns
GQEPX vs. VXUS - Drawdown Comparison
The maximum GQEPX drawdown since its inception was -28.45%, smaller than the maximum VXUS drawdown of -35.97%. Use the drawdown chart below to compare losses from any high point for GQEPX and VXUS. For additional features, visit the drawdowns tool.
Volatility
GQEPX vs. VXUS - Volatility Comparison
GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX) has a higher volatility of 6.71% compared to Vanguard Total International Stock ETF (VXUS) at 4.03%. This indicates that GQEPX's price experiences larger fluctuations and is considered to be riskier than VXUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.