GQGU vs. VUG
GQGU (GQG US Equity ETF) and VUG (Vanguard Growth ETF) are both Large Cap Growth Equities funds. GQGU is actively managed, while VUG is passively managed. At a correlation of -0.30, they often move in opposite directions. GQGU charges 0.49%/yr vs 0.03%/yr for VUG.
Performance
GQGU vs. VUG - Performance Comparison
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Returns By Period
In the year-to-date period, GQGU achieves a 4.84% return, which is significantly higher than VUG's 3.52% return.
GQGU
- 1D
- 1.90%
- 1M
- -3.53%
- YTD
- 4.84%
- 6M
- 4.93%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VUG
- 1D
- -2.12%
- 1M
- -3.95%
- YTD
- 3.52%
- 6M
- 2.23%
- 1Y
- 20.05%
- 3Y*
- 22.74%
- 5Y*
- 12.80%
- 10Y*
- 18.02%
GQGU vs. VUG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
GQGU GQG US Equity ETF | 4.84% | -1.12% |
VUG Vanguard Growth ETF | 3.52% | 10.70% |
Correlation
The correlation between GQGU and VUG is -0.30, 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 14, 2025 | -0.30 |
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Return for Risk
GQGU vs. VUG — Risk / Return Rank
GQGU
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
VUG
GQGU vs. VUG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for GQG US Equity ETF (GQGU) and Vanguard Growth ETF (VUG). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| GQGU | VUG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.21 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.22 | — |
| Martin ratioReturn relative to average drawdown | — | 4.15 | — |
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Drawdowns
GQGU vs. VUG - Drawdown Comparison
The maximum GQGU drawdown since its inception was -8.41%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for GQGU and VUG.
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Drawdown Indicators
| GQGU | VUG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.41% | -50.68% | +42.27% |
Max Drawdown (1Y)Largest decline over 1 year | — | -16.53% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -22.85% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -35.61% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.61% | — |
Current DrawdownCurrent decline from peak | -6.23% | -6.88% | +0.65% |
Average DrawdownAverage peak-to-trough decline | -2.71% | -7.09% | +4.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 4.84% | — |
Volatility
GQGU vs. VUG - Volatility Comparison
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Volatility by Period
| GQGU | VUG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 6.86% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 13.44% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.54% | 16.91% | -6.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.54% | 22.39% | -11.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.54% | 21.51% | -10.97% |
GQGU vs. VUG - Expense Ratio Comparison
GQGU has a 0.49% expense ratio, which is higher than VUG's 0.03% expense ratio.
Dividends
GQGU vs. VUG - Dividend Comparison
GQGU's dividend yield for the trailing twelve months is around 0.97%, more than VUG's 0.39% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GQGU GQG US Equity ETF | 0.97% | 1.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VUG Vanguard Growth ETF | 0.39% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% |
Frequently Asked Questions
GQGU and VUG have a correlation of -0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, VUG is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VUG is cheaper with a 0.03% expense ratio, compared with 0.49% for GQGU.
GQGU has the higher dividend yield at 0.97%, compared with 0.39% for VUG.
They also come from different issuers: GQG Partners and Vanguard. Their fees differ too: 0.49% for GQGU and 0.03% for VUG.
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