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GQG Partners LLCLarge GrowthGQGU · NYSE Arca

GQG US Equity ETF (GQGU)

Price
$26.13
11 Sept 2026
Assets
$674M
Total net assets
Expense ratio
0.49%
Category 0.90%
Yield
0.96%
Trailing distributions
3Y CAGR
Category 21.9%
5Y CAGR
Category 9.9%
Loading NAV history…
GQG US Equity ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-1.9%0.0%-3.2%+6.4%+4.8%+4.5%
Large Growth average-2.1%1.2%15.6%9.0%12.3%21.9%9.9%16.6%12.8%
Difference+0.2%-1.1%-18.8%-2.5%-7.4%-8.3%

Holdings

The 10 largest positions make up 49.5% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
XOMExxonMobil Holdings Corp6.46%
PMPhilip Morris International Inc6.27%
MOAltria Group Inc6.20%
TAT&T Inc5.37%
VZVerizon Communications Inc5.31%
ALLAllstate Corp4.35%
CIThe Cigna Group4.34%
PGRProgressive Corp4.08%
AWKAmerican Water Works Co Inc3.59%
KOCoca-Cola Co3.57%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
14.6
P/B
2.2
P/S
1.5
P/CF
9.3

Sector allocation

Share of the equity the fund holds.

20.7%Consumer staples7 sectors
  1. Consumer staples20.7%
  2. Utilities20.3%
  3. Financial services18.4%
  4. Energy14.9%
  5. Health care13.3%
  6. Communication services10.8%
  7. Consumer discretionary1.7%

Asset mix

  • Stocks99.4%
  • Cash0.5%
  • Other0.2%

ETF details

Issuer
GQG Partners LLC
Category
Equity · Large Growth
Ticker
GQGU
Exchange
NYSE Arca
Inception
11 Jul 2025 (1.2 years)
Structure
Exchange Traded Fund
Expense ratio
0.49% (category 0.90%)
Holdings turnover
47% (category 62%)
Distribution yield
0.96%
Beta, 3 years
0.00
Total net assets
$674M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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