VXC.TO vs. GQEPX
Compare and contrast key facts about Vanguard FTSE Global All Cap ex Canada Index ETF (VXC.TO) and GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX).
VXC.TO is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap ex Canada China A Inclusion Index. It was launched on Jun 30, 2014. 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: VXC.TO or GQEPX.
Key characteristics
| VXC.TO | GQEPX | |
|---|---|---|
| YTD Return | 17.45% | 28.17% |
| 1Y Return | 24.65% | 38.18% |
| 3Y Return (Ann) | 7.63% | 14.54% |
| 5Y Return (Ann) | 11.57% | 18.86% |
| Sharpe Ratio | 2.36 | 2.02 |
| Daily Std Dev | 10.18% | 18.32% |
| Max Drawdown | -27.28% | -28.45% |
| Current Drawdown | -0.88% | -3.10% |
Correlation
The correlation between VXC.TO and GQEPX is 0.77, 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.
Performance
VXC.TO vs. GQEPX - Performance Comparison
In the year-to-date period, VXC.TO achieves a 17.45% return, which is significantly lower than GQEPX's 28.17% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VXC.TO vs. GQEPX - Expense Ratio Comparison
VXC.TO has a 0.22% expense ratio, which is lower than GQEPX's 0.59% expense ratio.
Risk-Adjusted Performance
VXC.TO vs. GQEPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE Global All Cap ex Canada Index ETF (VXC.TO) 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.
Dividends
VXC.TO vs. GQEPX - Dividend Comparison
VXC.TO's dividend yield for the trailing twelve months is around 1.50%, more than GQEPX's 0.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
VXC.TO Vanguard FTSE Global All Cap ex Canada Index ETF | 1.50% | 1.69% | 1.82% | 1.49% | 1.46% | 1.80% | 1.94% | 1.68% | 1.86% | 1.83% | 0.84% |
GQEPX GQG Partners US Select Quality Equity Fund Investor Shares | 0.34% | 0.44% | 4.46% | 1.49% | 0.61% | 0.63% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VXC.TO vs. GQEPX - Drawdown Comparison
The maximum VXC.TO drawdown since its inception was -27.28%, roughly equal to the maximum GQEPX drawdown of -28.45%. Use the drawdown chart below to compare losses from any high point for VXC.TO and GQEPX. For additional features, visit the drawdowns tool.
Volatility
VXC.TO vs. GQEPX - Volatility Comparison
Vanguard FTSE Global All Cap ex Canada Index ETF (VXC.TO) has a higher volatility of 3.95% compared to GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX) at 2.97%. This indicates that VXC.TO'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.