VIGAX vs. GQEPX
Compare and contrast key facts about Vanguard Growth Index Fund Admiral Shares (VIGAX) and GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX).
VIGAX is managed by Vanguard. It was launched on Nov 13, 2000. GQEPX is managed by GQG Partners Inc. It was launched on Sep 28, 2018.
Performance
VIGAX vs. GQEPX - Performance Comparison
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VIGAX vs. GQEPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VIGAX Vanguard Growth Index Fund Admiral Shares | -10.40% | 19.43% | 32.67% | 46.76% | -33.14% | 27.26% | 40.18% | 37.23% | -15.02% |
GQEPX GQG Partners US Select Quality Equity Fund Investor Shares | 9.54% | -4.52% | 28.99% | 17.39% | -2.81% | 19.90% | 23.65% | 27.21% | -7.67% |
Returns By Period
In the year-to-date period, VIGAX achieves a -10.40% return, which is significantly lower than GQEPX's 9.54% return.
VIGAX
- 1D
- 3.99%
- 1M
- -5.48%
- YTD
- -10.40%
- 6M
- -9.20%
- 1Y
- 17.18%
- 3Y*
- 21.13%
- 5Y*
- 11.42%
- 10Y*
- 16.02%
GQEPX
- 1D
- -0.23%
- 1M
- -1.88%
- YTD
- 9.54%
- 6M
- 8.01%
- 1Y
- 5.34%
- 3Y*
- 17.73%
- 5Y*
- 12.35%
- 10Y*
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VIGAX vs. GQEPX - Expense Ratio Comparison
VIGAX has a 0.05% expense ratio, which is lower than GQEPX's 0.59% expense ratio.
Return for Risk
VIGAX vs. GQEPX — Risk / Return Rank
VIGAX
GQEPX
VIGAX vs. GQEPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth Index Fund Admiral Shares (VIGAX) 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.
| VIGAX | GQEPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 0.43 | +0.36 |
Sortino ratioReturn per unit of downside risk | 1.30 | 0.66 | +0.64 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.09 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.11 | 0.74 | +0.37 |
Martin ratioReturn relative to average drawdown | 3.96 | 1.86 | +2.10 |
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
| VIGAX | GQEPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 0.43 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.78 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.75 | -0.31 |
Correlation
The correlation between VIGAX and GQEPX is 0.73, 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.
Dividends
VIGAX vs. GQEPX - Dividend Comparison
VIGAX's dividend yield for the trailing twelve months is around 0.44%, less than GQEPX's 6.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.44% | 0.40% | 0.46% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% |
GQEPX GQG Partners US Select Quality Equity Fund Investor Shares | 6.37% | 6.98% | 5.30% | 0.44% | 4.46% | 1.49% | 0.61% | 0.63% | 0.09% | 0.00% | 0.00% | 0.00% |
Drawdowns
VIGAX vs. GQEPX - Drawdown Comparison
The maximum VIGAX drawdown since its inception was -50.66%, which is greater than GQEPX's maximum drawdown of -28.45%. Use the drawdown chart below to compare losses from any high point for VIGAX and GQEPX.
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Drawdown Indicators
| VIGAX | GQEPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.66% | -28.45% | -22.21% |
Max Drawdown (1Y)Largest decline over 1 year | -16.51% | -8.34% | -8.17% |
Max Drawdown (5Y)Largest decline over 5 years | -35.63% | -20.49% | -15.14% |
Max Drawdown (10Y)Largest decline over 10 years | -35.63% | — | — |
Current DrawdownCurrent decline from peak | -13.18% | -6.50% | -6.68% |
Average DrawdownAverage peak-to-trough decline | -12.02% | -5.75% | -6.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.64% | 3.49% | +1.15% |
Volatility
VIGAX vs. GQEPX - Volatility Comparison
Vanguard Growth Index Fund Admiral Shares (VIGAX) has a higher volatility of 7.01% compared to GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX) at 2.77%. This indicates that VIGAX's price experiences larger fluctuations and is considered to be riskier than GQEPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIGAX | GQEPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.01% | 2.77% | +4.24% |
Volatility (6M)Calculated over the trailing 6-month period | 12.73% | 7.29% | +5.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.99% | 12.41% | +10.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.36% | 15.87% | +6.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.53% | 18.85% | +2.68% |