Baillie Gifford U.S. Equity Growth Fund (BGGSX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BGGSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BGGSX
BGGSX charges 0.75% annually. There are 162 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | BGGSX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | BGGSX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BGGSX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | BGGSX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | BGGSX vs VIGAX |
Best Risk-Adjusted Alternatives to BGGSX
BGGSX has a PortfoliosLab risk / return rank of 2. There are 408 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 92 | 92.00B | Nov 1984 | BGGSX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | BGGSX vs POGRX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | BGGSX vs CHAIX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 31.20B | Nov 2001 | BGGSX vs VHCAX | |
| Chase Growth Fund | 86 | — | Dec 1997 | BGGSX vs CHASX |
Top Performing BGGSX Alternatives (YTD)
BGGSX is at -9.23% YTD. There are 410 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 58.60%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 58.60% | — | Mar 2020 | BGGSX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.11% | — | Feb 2004 | BGGSX vs RYGRX | |
| ICON Equity Fund | 28.62% | — | Oct 2002 | BGGSX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 28.11% | — | Feb 2017 | BGGSX vs FUMIX | |
| Fidelity Focused Stock Fund | 27.93% | — | Nov 1996 | BGGSX vs FTQGX |
Lowest Volatility Alternatives to BGGSX
BGGSX has 22.39% 1-year volatility. There are 382 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.40% | — | Sep 2019 | BGGSX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.64% | — | Jan 2005 | BGGSX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.83% | — | Dec 2015 | BGGSX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | BGGSX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.47% | — | Jan 1991 | BGGSX vs BLUEX |
Lowest Drawdown Alternatives to BGGSX
BGGSX has a 1-year max drawdown of -26.08%. There are 405 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | BGGSX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | BGGSX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | BGGSX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | BGGSX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | BGGSX vs DNVYX |
Other Mutual Funds from Baillie Gifford Funds
The 7 most viewed Baillie Gifford Funds mutual funds shown here include BSGLX, BGETX, BGLTX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baillie Gifford Long Term Global Growth Fund Class... | Large Cap Growth Equities, Global Equities | 2 | -11.43% | — | — | BGGSX vs BSGLX | |
| Baillie Gifford International Growth Fund | Foreign Large Cap Equities | 5 | 0.57% | — | Mar 2008 | BGGSX vs BGETX | |
| Baillie Gifford Long Term Global Growth Fund | Global Equities | 2 | -11.38% | — | Jun 2014 | BGGSX vs BGLTX | |
| Baillie Gifford International Concentrated Growth ... | Foreign Large Cap Equities | 1 | -7.50% | — | Dec 2017 | BGGSX vs BTLSX | |
| Baillie Gifford International Alpha Fund | Foreign Large Cap Equities | 10 | 6.33% | — | Feb 2008 | BGGSX vs BGITX | |
| Baillie Gifford China Equities Fund | China Equities | 11 | -4.93% | — | Jul 2021 | BGGSX vs BGCBX | |
| Baillie Gifford Emerging Markets Equities Fund | Emerging Markets Diversified | 76 | 15.73% | — | Apr 2003 | BGGSX vs BGELX |
Often Compared With BGGSX
Investors most often compare BGGSX with IYG, ARKK, AIQ. These 19 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare BGGSX with Any Fund or Stock
Compare BGGSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BGGSX with funds that move differently
Baillie Gifford U.S. Equity Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BGGSX.
Explore BGGSX Diversifiers