XCEM vs. GQGPX
Compare and contrast key facts about Columbia EM Core ex-China ETF (XCEM) and GQG Partners Emerging Markets Equity Fund (GQGPX).
XCEM is a passively managed fund by Ameriprise Financial that tracks the performance of the MSCI Emerging Markets ex China Index. It was launched on Sep 2, 2015. GQGPX is managed by GQG Partners Inc. It was launched on Dec 27, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XCEM or GQGPX.
Correlation
The correlation between XCEM and GQGPX is 0.60, 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.
Performance
XCEM vs. GQGPX - Performance Comparison
Key characteristics
XCEM:
0.10
GQGPX:
-0.24
XCEM:
0.27
GQGPX:
-0.20
XCEM:
1.04
GQGPX:
0.97
XCEM:
0.10
GQGPX:
-0.22
XCEM:
0.27
GQGPX:
-0.46
XCEM:
6.69%
GQGPX:
9.00%
XCEM:
17.96%
GQGPX:
17.39%
XCEM:
-40.92%
GQGPX:
-34.66%
XCEM:
-9.19%
GQGPX:
-12.77%
Returns By Period
In the year-to-date period, XCEM achieves a 0.95% return, which is significantly higher than GQGPX's -1.09% return.
XCEM
0.95%
-0.76%
-4.85%
0.80%
10.30%
N/A
GQGPX
-1.09%
-1.93%
-5.54%
-5.54%
9.54%
N/A
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XCEM vs. GQGPX - Expense Ratio Comparison
XCEM has a 0.16% expense ratio, which is lower than GQGPX's 1.22% expense ratio.
Risk-Adjusted Performance
XCEM vs. GQGPX — Risk-Adjusted Performance Rank
XCEM
GQGPX
XCEM vs. GQGPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia EM Core ex-China ETF (XCEM) and GQG Partners Emerging Markets Equity Fund (GQGPX). 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
XCEM vs. GQGPX - Dividend Comparison
XCEM's dividend yield for the trailing twelve months is around 2.73%, more than GQGPX's 1.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
XCEM Columbia EM Core ex-China ETF | 2.73% | 2.76% | 1.22% | 2.42% | 1.94% | 1.63% | 2.11% | 3.24% | 8.57% | 1.24% | 2.57% |
GQGPX GQG Partners Emerging Markets Equity Fund | 1.51% | 1.50% | 2.53% | 5.52% | 2.27% | 0.15% | 2.39% | 0.59% | 0.17% | 0.00% | 0.00% |
Drawdowns
XCEM vs. GQGPX - Drawdown Comparison
The maximum XCEM drawdown since its inception was -40.92%, which is greater than GQGPX's maximum drawdown of -34.66%. Use the drawdown chart below to compare losses from any high point for XCEM and GQGPX. For additional features, visit the drawdowns tool.
Volatility
XCEM vs. GQGPX - Volatility Comparison
Columbia EM Core ex-China ETF (XCEM) has a higher volatility of 10.78% compared to GQG Partners Emerging Markets Equity Fund (GQGPX) at 7.02%. This indicates that XCEM's price experiences larger fluctuations and is considered to be riskier than GQGPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.