GQHPX vs. VDIGX
Compare and contrast key facts about GQG Partners US Quality Dividend Income Fund (GQHPX) and Vanguard Dividend Growth Fund (VDIGX).
GQHPX is managed by GQG Partners Inc. It was launched on Jun 29, 2021. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GQHPX or VDIGX.
Key characteristics
| GQHPX | VDIGX | |
|---|---|---|
| YTD Return | 16.97% | 13.09% |
| 1Y Return | 20.64% | 20.57% |
| 3Y Return (Ann) | 12.00% | 8.20% |
| Sharpe Ratio | 1.91 | 2.19 |
| Daily Std Dev | 10.60% | 9.21% |
| Max Drawdown | -17.26% | -45.23% |
| Current Drawdown | -1.12% | -1.01% |
Correlation
The correlation between GQHPX and VDIGX is 0.76, 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
GQHPX vs. VDIGX - Performance Comparison
In the year-to-date period, GQHPX achieves a 16.97% return, which is significantly higher than VDIGX's 13.09% 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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GQHPX vs. VDIGX - Expense Ratio Comparison
GQHPX has a 0.57% expense ratio, which is higher than VDIGX's 0.27% expense ratio.
Risk-Adjusted Performance
GQHPX vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for GQG Partners US Quality Dividend Income Fund (GQHPX) and Vanguard Dividend Growth Fund (VDIGX). 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. VDIGX - Dividend Comparison
GQHPX's dividend yield for the trailing twelve months is around 2.20%, less than VDIGX's 3.09% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GQHPX GQG Partners US Quality Dividend Income Fund | 2.20% | 2.64% | 3.24% | 0.77% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VDIGX Vanguard Dividend Growth Fund | 3.09% | 2.29% | 6.06% | 5.45% | 2.83% | 4.70% | 8.84% | 5.16% | 2.86% | 5.69% | 3.41% | 2.28% |
Drawdowns
GQHPX vs. VDIGX - Drawdown Comparison
The maximum GQHPX drawdown since its inception was -17.26%, smaller than the maximum VDIGX drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for GQHPX and VDIGX. For additional features, visit the drawdowns tool.
Volatility
GQHPX vs. VDIGX - Volatility Comparison
GQG Partners US Quality Dividend Income Fund (GQHPX) and Vanguard Dividend Growth Fund (VDIGX) have volatilities of 2.23% and 2.19%, 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.