GROZ vs. GQGU
GROZ (Zacks Focus Growth ETF) and GQGU (GQG US Equity ETF) are both Large Cap Growth Equities funds. Both are actively managed. At a correlation of -0.26, they often move in opposite directions. GROZ charges 0.56%/yr vs 0.49%/yr for GQGU.
Performance
GROZ vs. GQGU - Performance Comparison
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Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with GROZ at 4.53% and GQGU at 4.53%.
GROZ
- 1D
- -0.35%
- 1M
- -2.17%
- YTD
- 4.53%
- 6M
- 2.66%
- 1Y
- 20.84%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
GQGU
- 1D
- -0.30%
- 1M
- -3.82%
- YTD
- 4.53%
- 6M
- 4.27%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
GROZ vs. GQGU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
GROZ Zacks Focus Growth ETF | 4.53% | 11.83% |
GQGU GQG US Equity ETF | 4.53% | -1.12% |
Correlation
The correlation between GROZ and GQGU is -0.26, 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 | -0.26 |
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Return for Risk
GROZ vs. GQGU — Risk / Return Rank
GROZ
GQGU
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
GROZ vs. GQGU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Zacks Focus Growth ETF (GROZ) and GQG US Equity ETF (GQGU). 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.
| GROZ | GQGU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.23 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.53 | — | — |
| Martin ratioReturn relative to average drawdown | 5.54 | — | — |
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Drawdowns
GROZ vs. GQGU - Drawdown Comparison
The maximum GROZ drawdown since its inception was -23.33%, which is greater than GQGU's maximum drawdown of -8.41%. Use the drawdown chart below to compare losses from any high point for GROZ and GQGU.
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Drawdown Indicators
| GROZ | GQGU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.33% | -8.41% | -14.92% |
Max Drawdown (1Y)Largest decline over 1 year | -13.67% | — | — |
Current DrawdownCurrent decline from peak | -4.74% | -6.51% | +1.77% |
Average DrawdownAverage peak-to-trough decline | -4.02% | -2.72% | -1.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.77% | — | — |
Volatility
GROZ vs. GQGU - Volatility Comparison
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Volatility by Period
| GROZ | GQGU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.24% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 11.90% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 15.77% | 10.52% | +5.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.88% | 10.52% | +11.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.88% | 10.52% | +11.36% |
GROZ vs. GQGU - Expense Ratio Comparison
GROZ has a 0.56% expense ratio, which is higher than GQGU's 0.49% expense ratio.
Dividends
GROZ vs. GQGU - Dividend Comparison
GROZ's dividend yield for the trailing twelve months is around 0.04%, less than GQGU's 0.97% yield.
| Position | TTM | 2025 |
|---|---|---|
GQGU GQG US Equity ETF | 0.97% | 1.02% |
GROZ Zacks Focus Growth ETF | 0.04% | 0.04% |
Frequently Asked Questions
GROZ and GQGU have a correlation of -0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, GQGU is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.
GQGU is cheaper with a 0.49% expense ratio, compared with 0.56% for GROZ.
GQGU has the higher dividend yield at 0.97%, compared with 0.04% for GROZ.
They also come from different issuers: Zacks and GQG Partners. Their fees differ too: 0.56% for GROZ and 0.49% for GQGU.
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