GQHPX vs. LSGR
Compare and contrast key facts about GQG Partners US Quality Dividend Income Fund (GQHPX) and Natixis Loomis Sayles Focused Growth ETF (LSGR).
GQHPX is managed by GQG Partners Inc. It was launched on Jun 29, 2021. LSGR is an actively managed fund by Natixis. It was launched on Jun 29, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GQHPX or LSGR.
Correlation
The correlation between GQHPX and LSGR is 0.48, 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
GQHPX vs. LSGR - Performance Comparison
Key characteristics
GQHPX:
1.67
LSGR:
1.53
GQHPX:
2.29
LSGR:
2.09
GQHPX:
1.29
LSGR:
1.28
GQHPX:
2.02
LSGR:
2.25
GQHPX:
6.35
LSGR:
8.01
GQHPX:
2.49%
LSGR:
3.64%
GQHPX:
9.52%
LSGR:
19.05%
GQHPX:
-17.26%
LSGR:
-12.95%
GQHPX:
-0.76%
LSGR:
-3.90%
Returns By Period
In the year-to-date period, GQHPX achieves a 6.64% return, which is significantly higher than LSGR's 0.98% return.
GQHPX
6.64%
4.55%
2.92%
13.15%
N/A
N/A
LSGR
0.98%
-3.45%
14.10%
25.26%
N/A
N/A
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GQHPX vs. LSGR - Expense Ratio Comparison
GQHPX has a 0.57% expense ratio, which is lower than LSGR's 0.59% expense ratio.
Risk-Adjusted Performance
GQHPX vs. LSGR — Risk-Adjusted Performance Rank
GQHPX
LSGR
GQHPX vs. LSGR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for GQG Partners US Quality Dividend Income Fund (GQHPX) and Natixis Loomis Sayles Focused Growth ETF (LSGR). 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
GQHPX vs. LSGR - Dividend Comparison
GQHPX's dividend yield for the trailing twelve months is around 2.32%, more than LSGR's 0.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
GQHPX GQG Partners US Quality Dividend Income Fund | 2.32% | 2.47% | 2.65% | 3.24% | 0.77% |
LSGR Natixis Loomis Sayles Focused Growth ETF | 0.08% | 0.08% | 0.03% | 0.00% | 0.00% |
Drawdowns
GQHPX vs. LSGR - Drawdown Comparison
The maximum GQHPX drawdown since its inception was -17.26%, which is greater than LSGR's maximum drawdown of -12.95%. Use the drawdown chart below to compare losses from any high point for GQHPX and LSGR. For additional features, visit the drawdowns tool.
Volatility
GQHPX vs. LSGR - Volatility Comparison
The current volatility for GQG Partners US Quality Dividend Income Fund (GQHPX) is 2.13%, while Natixis Loomis Sayles Focused Growth ETF (LSGR) has a volatility of 5.50%. This indicates that GQHPX experiences smaller price fluctuations and is considered to be less risky than LSGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.