IGHAX vs. GQRIX
Compare and contrast key facts about Voya Global High Dividend Low Volatility Portfolio (IGHAX) and GQG Partners Global Quality Equity Fund Institutional Shares (GQRIX).
IGHAX is managed by Voya. It was launched on Jan 27, 2008. GQRIX is managed by GQG Partners Inc. It was launched on Mar 29, 2019.
Performance
IGHAX vs. GQRIX - Performance Comparison
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IGHAX vs. GQRIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
IGHAX Voya Global High Dividend Low Volatility Portfolio | 1.33% | 18.30% | 10.40% | 6.16% | -5.34% | 20.25% | -1.30% | 9.17% |
GQRIX GQG Partners Global Quality Equity Fund Institutional Shares | 7.87% | 0.91% | 20.18% | 19.79% | -3.64% | 17.13% | 14.75% | 12.84% |
Returns By Period
In the year-to-date period, IGHAX achieves a 1.33% return, which is significantly lower than GQRIX's 7.87% return.
IGHAX
- 1D
- 1.67%
- 1M
- -4.54%
- YTD
- 1.33%
- 6M
- 2.78%
- 1Y
- 10.85%
- 3Y*
- 12.20%
- 5Y*
- 8.38%
- 10Y*
- 8.60%
GQRIX
- 1D
- 0.11%
- 1M
- -2.69%
- YTD
- 7.87%
- 6M
- 7.23%
- 1Y
- 7.92%
- 3Y*
- 17.11%
- 5Y*
- 11.55%
- 10Y*
- —
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IGHAX vs. GQRIX - Expense Ratio Comparison
IGHAX has a 1.10% expense ratio, which is higher than GQRIX's 0.75% expense ratio.
Return for Risk
IGHAX vs. GQRIX — Risk / Return Rank
IGHAX
GQRIX
IGHAX vs. GQRIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Global High Dividend Low Volatility Portfolio (IGHAX) and GQG Partners Global Quality Equity Fund Institutional Shares (GQRIX). 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.
| IGHAX | GQRIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.68 | +0.18 |
Sortino ratioReturn per unit of downside risk | 1.37 | 0.97 | +0.41 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.14 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 0.97 | +0.47 |
Martin ratioReturn relative to average drawdown | 6.68 | 3.48 | +3.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IGHAX | GQRIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.68 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.79 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.73 | -0.47 |
Correlation
The correlation between IGHAX and GQRIX is 0.69, 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.
Dividends
IGHAX vs. GQRIX - Dividend Comparison
IGHAX's dividend yield for the trailing twelve months is around 13.28%, more than GQRIX's 7.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
IGHAX Voya Global High Dividend Low Volatility Portfolio | 13.28% | 14.04% | 3.97% | 5.81% | 5.72% | 1.94% | 1.86% | 7.01% | 4.26% | 1.69% | 2.23% |
GQRIX GQG Partners Global Quality Equity Fund Institutional Shares | 7.36% | 7.94% | 6.46% | 1.39% | 2.99% | 1.65% | 0.11% | 0.04% | 0.00% | 0.00% | 0.00% |
Drawdowns
IGHAX vs. GQRIX - Drawdown Comparison
The maximum IGHAX drawdown since its inception was -59.27%, which is greater than GQRIX's maximum drawdown of -28.86%. Use the drawdown chart below to compare losses from any high point for IGHAX and GQRIX.
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Drawdown Indicators
| IGHAX | GQRIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.27% | -28.86% | -30.41% |
Max Drawdown (1Y)Largest decline over 1 year | -9.75% | -8.80% | -0.95% |
Max Drawdown (5Y)Largest decline over 5 years | -17.36% | -20.29% | +2.93% |
Max Drawdown (10Y)Largest decline over 10 years | -35.05% | — | — |
Current DrawdownCurrent decline from peak | -4.77% | -3.35% | -1.42% |
Average DrawdownAverage peak-to-trough decline | -10.12% | -4.94% | -5.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.10% | 2.53% | -0.43% |
Volatility
IGHAX vs. GQRIX - Volatility Comparison
Voya Global High Dividend Low Volatility Portfolio (IGHAX) has a higher volatility of 3.74% compared to GQG Partners Global Quality Equity Fund Institutional Shares (GQRIX) at 3.09%. This indicates that IGHAX's price experiences larger fluctuations and is considered to be riskier than GQRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IGHAX | GQRIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.74% | 3.09% | +0.65% |
Volatility (6M)Calculated over the trailing 6-month period | 6.87% | 6.73% | +0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.34% | 11.89% | +2.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.43% | 14.69% | -2.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.75% | 17.40% | -2.65% |