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 166 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | BGGSX vs VIGIX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | BGGSX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | BGGSX vs SWLGX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 378.80B | Nov 2000 | BGGSX vs VIGAX | |
| Vanguard S&P 500 Growth Index Fund Institutional S... | 0.05% | — | Apr 2019 | BGGSX vs VSPGX |
Best Risk-Adjusted Alternatives to BGGSX
BGGSX has a PortfoliosLab risk / return rank of 2. There are 413 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 95 | — | Feb 1969 | BGGSX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 93 | 96.10B | Nov 1984 | BGGSX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 32.70B | Nov 2001 | BGGSX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 87 | — | Sep 1990 | BGGSX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 87 | — | Aug 2013 | BGGSX vs FZAPX |
Top Performing BGGSX Alternatives (YTD)
BGGSX is at -3.77% YTD. There are 407 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 35.36%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 35.36% | — | Mar 2020 | BGGSX vs ONERX | |
| ICON Equity Fund | 29.68% | — | Oct 2002 | BGGSX vs IOLZX | |
| Chase Growth Fund | 23.80% | — | Dec 1997 | BGGSX vs CHASX | |
| Chase Growth Fund Institutional Class | 23.79% | — | Jan 2007 | BGGSX vs CHAIX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 23.25% | — | Feb 2004 | BGGSX vs GTLLX |
Lowest Volatility Alternatives to BGGSX
BGGSX has 22.94% 1-year volatility. There are 376 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.58% | — | Sep 2019 | BGGSX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.98% | — | Jan 2005 | BGGSX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.20% | — | Apr 2010 | BGGSX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | BGGSX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.68% | — | Sep 2018 | BGGSX vs GQEPX |
Lowest Drawdown Alternatives to BGGSX
BGGSX has a 1-year max drawdown of -26.08%. There are 407 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
The 7 most viewed Baillie Gifford mutual funds shown here include BSGLX, BGETX, BTLSX and span 6 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 | — | — | — | — | BGGSX vs BSGLX | |
| Baillie Gifford International Growth Fund | Foreign Large Cap Equities | 13 | 4.94% | — | Mar 2008 | BGGSX vs BGETX | |
| Baillie Gifford International Concentrated Growth ... | Foreign Large Cap Equities | — | — | — | Dec 2017 | BGGSX vs BTLSX | |
| Baillie Gifford Long Term Global Growth Fund | Global Equities | — | — | — | Jun 2014 | BGGSX vs BGLTX | |
| Baillie Gifford International Alpha Fund | Foreign Large Cap Equities | 20 | 8.90% | — | Feb 2008 | BGGSX vs BGITX | |
| Baillie Gifford Emerging Markets Equities Fund | Emerging Markets Equities | 90 | 25.68% | — | Apr 2003 | BGGSX vs BGELX | |
| Baillie Gifford China Equities Fund | China Equities, Asia Pacific Equities | 14 | -2.75% | — | Jul 2021 | BGGSX vs BGCBX |
Often Compared With BGGSX
Investors most often compare BGGSX with IYG, ARKK, AIQ. These 20 comparison targets span 8 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