Baillie Gifford International Concentrated Growth Equities Fund (BTLSX) belongs to the Foreign Large Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BTLSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BTLSX
BTLSX charges 0.81% annually. There are 163 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | BTLSX vs FHLFX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | BTLSX vs FSGEX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | BTLSX vs FSOSX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | BTLSX vs FINVX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | BTLSX vs FIGSX |
Best Risk-Adjusted Alternatives to BTLSX
BTLSX has a PortfoliosLab risk / return rank of 1. There are 427 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Touchstone International Equity Fund | 94 | — | Mar 1993 | BTLSX vs SWRLX | |
| American Beacon Tocqueville International Value Fu... | 94 | — | Aug 1994 | BTLSX vs TIVFX | |
| Dunham International Stock Fund | 92 | — | Dec 2004 | BTLSX vs DCINX | |
| GMO Tax-Managed International Equities Fund | 91 | — | Jul 1998 | BTLSX vs GTMIX | |
| Thornburg Global Opportunities Fund | 91 | — | Jul 2006 | BTLSX vs THOIX |
Top Performing BTLSX Alternatives (YTD)
BTLSX is at -7.50% YTD. There are 430 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 40.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 40.47% | — | Aug 1994 | BTLSX vs TIVFX | |
| Calamos International Growth Fund | 38.33% | — | Mar 2005 | BTLSX vs CIGIX | |
| John Hancock International Dynamic Growth Fund | 33.48% | — | May 2019 | BTLSX vs JIJIX | |
| Lord Abbett International Growth Fund | 33.43% | — | Jun 2021 | BTLSX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 32.58% | — | Apr 2019 | BTLSX vs FISZX |
Lowest Volatility Alternatives to BTLSX
BTLSX has 20.01% 1-year volatility. There are 413 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.76%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class Z | 8.76% | — | Feb 2017 | BTLSX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.76% | — | Sep 1996 | BTLSX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class C | 8.76% | — | Nov 1997 | BTLSX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class M | 8.78% | — | Apr 1990 | BTLSX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 8.78% | — | Jul 1995 | BTLSX vs FAOIX |
Lowest Drawdown Alternatives to BTLSX
BTLSX has a 1-year max drawdown of -21.66%. There are 423 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | BTLSX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | BTLSX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | BTLSX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | BTLSX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | BTLSX vs FAOAX |
Other Mutual Funds from Baillie Gifford Funds
The 7 most viewed Baillie Gifford Funds mutual funds shown here include BSGLX, BGGSX, BGETX 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% | — | — | BTLSX vs BSGLX | |
| Baillie Gifford U.S. Equity Growth Fund | Large Cap Growth Equities | 2 | -8.99% | — | Apr 2017 | BTLSX vs BGGSX | |
| Baillie Gifford International Growth Fund | Foreign Large Cap Equities | 7 | 3.51% | — | Mar 2008 | BTLSX vs BGETX | |
| Baillie Gifford Long Term Global Growth Fund | Global Equities | 2 | -11.38% | — | Jun 2014 | BTLSX vs BGLTX | |
| Baillie Gifford International Alpha Fund | Foreign Large Cap Equities | 14 | 9.71% | — | Feb 2008 | BTLSX vs BGITX | |
| Baillie Gifford China Equities Fund | China Equities | 14 | -2.61% | — | Jul 2021 | BTLSX vs BGCBX | |
| Baillie Gifford Emerging Markets Equities Fund | Emerging Markets Diversified | 73 | 15.73% | — | Apr 2003 | BTLSX vs BGELX |
Often Compared With BTLSX
Investors most often compare BTLSX with SIMYX, TBGVX, EPDIX. These 18 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare BTLSX with Any Fund or Stock
Compare BTLSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BTLSX with funds that move differently
Baillie Gifford International Concentrated Growth Equities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BTLSX.
Explore BTLSX Diversifiers