Correlation
The correlation between NWAUX and GQEPX is 0.81, 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.
NWAUX vs. GQEPX
Compare and contrast key facts about Nationwide GQG US Quality Equity Fund (NWAUX) and GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX).
NWAUX is managed by Nationwide. It was launched on Jan 24, 2021. GQEPX is managed by GQG Partners Inc. It was launched on Sep 28, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NWAUX or GQEPX.
Performance
NWAUX vs. GQEPX - Performance Comparison
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Key characteristics
NWAUX:
-0.47
GQEPX:
0.16
NWAUX:
-0.55
GQEPX:
0.20
NWAUX:
0.91
GQEPX:
1.03
NWAUX:
-0.44
GQEPX:
0.06
NWAUX:
-0.90
GQEPX:
0.15
NWAUX:
12.20%
GQEPX:
7.79%
NWAUX:
20.57%
GQEPX:
16.85%
NWAUX:
-25.28%
GQEPX:
-28.45%
NWAUX:
-20.20%
GQEPX:
-13.51%
Returns By Period
The year-to-date returns for both investments are quite close, with NWAUX having a -3.31% return and GQEPX slightly higher at -3.25%.
NWAUX
-3.31%
1.25%
-19.05%
-10.09%
5.51%
N/A
N/A
GQEPX
-3.25%
1.31%
-8.53%
2.20%
10.11%
15.04%
N/A
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NWAUX vs. GQEPX - Expense Ratio Comparison
NWAUX has a 0.74% expense ratio, which is higher than GQEPX's 0.59% expense ratio.
Risk-Adjusted Performance
NWAUX vs. GQEPX — Risk-Adjusted Performance Rank
NWAUX
GQEPX
NWAUX vs. GQEPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nationwide GQG US Quality Equity Fund (NWAUX) and GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX). 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.
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Dividends
NWAUX vs. GQEPX - Dividend Comparison
NWAUX's dividend yield for the trailing twelve months is around 14.04%, more than GQEPX's 5.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
NWAUX Nationwide GQG US Quality Equity Fund | 14.04% | 13.58% | 0.40% | 1.93% | 0.60% | 0.00% | 0.00% | 0.00% |
GQEPX GQG Partners US Select Quality Equity Fund Investor Shares | 5.48% | 5.31% | 0.44% | 4.46% | 1.49% | 0.61% | 0.63% | 0.10% |
Drawdowns
NWAUX vs. GQEPX - Drawdown Comparison
The maximum NWAUX drawdown since its inception was -25.28%, smaller than the maximum GQEPX drawdown of -28.45%. Use the drawdown chart below to compare losses from any high point for NWAUX and GQEPX.
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Volatility
NWAUX vs. GQEPX - Volatility Comparison
Nationwide GQG US Quality Equity Fund (NWAUX) and GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX) have volatilities of 4.17% and 4.08%, 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.
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