IWFG vs. GQGU
IWFG (NYLI Winslow Focused Large Cap Growth ETF) and GQGU (GQG US Equity ETF) are both Large Cap Growth Equities funds. Both are actively managed. At a correlation of -0.30, they often move in opposite directions. IWFG charges 0.46%/yr vs 0.49%/yr for GQGU.
Performance
IWFG vs. GQGU - Performance Comparison
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Returns By Period
In the year-to-date period, IWFG achieves a 2.08% return, which is significantly lower than GQGU's 6.60% return.
IWFG
- 1D
- -1.30%
- 1M
- 4.41%
- YTD
- 2.08%
- 6M
- 1.13%
- 1Y
- 11.87%
- 3Y*
- 23.02%
- 5Y*
- —
- 10Y*
- —
GQGU
- 1D
- -1.06%
- 1M
- -1.65%
- YTD
- 6.60%
- 6M
- 7.16%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IWFG vs. GQGU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IWFG NYLI Winslow Focused Large Cap Growth ETF | 2.08% | 3.01% |
GQGU GQG US Equity ETF | 6.60% | -1.14% |
Correlation
The correlation between IWFG and GQGU is -0.30, 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 15, 2025 | -0.30 |
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Return for Risk
IWFG vs. GQGU — Risk / Return Rank
IWFG
GQGU
IWFG vs. GQGU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NYLI Winslow Focused Large Cap Growth ETF (IWFG) 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.
| IWFG | GQGU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.13 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 0.59 | — | — |
| Martin ratioReturn relative to average drawdown | 1.73 | — | — |
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
| IWFG | GQGU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.16 | 0.60 | +0.56 |
Drawdowns
IWFG vs. GQGU - Drawdown Comparison
The maximum IWFG drawdown since its inception was -21.97%, which is greater than GQGU's maximum drawdown of -6.65%. Use the drawdown chart below to compare losses from any high point for IWFG and GQGU.
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Drawdown Indicators
| IWFG | GQGU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.97% | -6.65% | -15.32% |
Max Drawdown (1Y)Largest decline over 1 year | -20.20% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -21.97% | — | — |
Current DrawdownCurrent decline from peak | -2.79% | -4.66% | +1.87% |
Average DrawdownAverage peak-to-trough decline | -4.13% | -2.54% | -1.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.89% | — | — |
Volatility
IWFG vs. GQGU - Volatility Comparison
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Volatility by Period
| IWFG | GQGU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.85% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 12.59% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 16.50% | 10.14% | +6.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.48% | 10.14% | +10.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.48% | 10.14% | +10.34% |
IWFG vs. GQGU - Expense Ratio Comparison
IWFG has a 0.46% expense ratio, which is lower than GQGU's 0.49% expense ratio.
Dividends
IWFG vs. GQGU - Dividend Comparison
IWFG has not paid dividends to shareholders, while GQGU's dividend yield for the trailing twelve months is around 0.96%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
GQGU GQG US Equity ETF | 0.96% | 1.02% | 0.00% | 0.00% | 0.00% |
IWFG NYLI Winslow Focused Large Cap Growth ETF | 0.00% | 0.00% | 5.44% | 1.01% | 0.05% |
Frequently Asked Questions
IWFG and GQGU have a correlation of -0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IWFG is cheaper at 0.46% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IWFG is cheaper with a 0.46% expense ratio, compared with 0.49% for GQGU.
GQGU has the higher dividend yield at 0.96%, compared with 0.00% for IWFG.
They also come from different issuers: New York Life and GQG Partners. Their fees differ too: 0.46% for IWFG and 0.49% for GQGU.
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