GQRIX vs. DUHP
Compare and contrast key facts about GQG Partners Global Quality Equity Fund Institutional Shares (GQRIX) and DFA Dimensional US High Profitability ETF (DUHP).
GQRIX is managed by GQG Partners Inc. It was launched on Mar 29, 2019. DUHP is an actively managed fund by Dimensional. It was launched on Feb 23, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GQRIX or DUHP.
Correlation
The correlation between GQRIX and DUHP is 0.75, 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
GQRIX vs. DUHP - Performance Comparison
Key characteristics
GQRIX:
0.58
DUHP:
1.76
GQRIX:
0.85
DUHP:
2.50
GQRIX:
1.12
DUHP:
1.32
GQRIX:
0.83
DUHP:
2.71
GQRIX:
2.07
DUHP:
8.47
GQRIX:
4.70%
DUHP:
2.42%
GQRIX:
16.83%
DUHP:
11.66%
GQRIX:
-28.86%
DUHP:
-20.05%
GQRIX:
-2.52%
DUHP:
0.00%
Returns By Period
In the year-to-date period, GQRIX achieves a 9.55% return, which is significantly higher than DUHP's 5.47% return.
GQRIX
9.55%
7.59%
1.01%
9.20%
12.92%
N/A
DUHP
5.47%
3.54%
8.44%
19.95%
N/A
N/A
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GQRIX vs. DUHP - Expense Ratio Comparison
GQRIX has a 0.75% expense ratio, which is higher than DUHP's 0.21% expense ratio.
Risk-Adjusted Performance
GQRIX vs. DUHP — Risk-Adjusted Performance Rank
GQRIX
DUHP
GQRIX vs. DUHP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for GQG Partners Global Quality Equity Fund Institutional Shares (GQRIX) and DFA Dimensional US High Profitability ETF (DUHP). 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
GQRIX vs. DUHP - Dividend Comparison
GQRIX's dividend yield for the trailing twelve months is around 0.95%, less than DUHP's 1.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
GQRIX GQG Partners Global Quality Equity Fund Institutional Shares | 0.95% | 1.04% | 1.40% | 2.88% | 1.64% | 0.11% | 0.04% |
DUHP DFA Dimensional US High Profitability ETF | 1.07% | 1.13% | 1.51% | 1.10% | 0.00% | 0.00% | 0.00% |
Drawdowns
GQRIX vs. DUHP - Drawdown Comparison
The maximum GQRIX drawdown since its inception was -28.86%, which is greater than DUHP's maximum drawdown of -20.05%. Use the drawdown chart below to compare losses from any high point for GQRIX and DUHP. For additional features, visit the drawdowns tool.
Volatility
GQRIX vs. DUHP - Volatility Comparison
GQG Partners Global Quality Equity Fund Institutional Shares (GQRIX) and DFA Dimensional US High Profitability ETF (DUHP) have volatilities of 2.94% and 2.80%, 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.