AIEQ vs. BSGLX

In the year-to-date period, AIEQ achieves a -2.11% return, which is significantly lower than BSGLX's 2.24% return.

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Both AIEQ and BSGLX have an expense ratio of 0.80%.

This table presents a comparison of risk-adjusted performance metrics for AI Powered Equity ETF (AIEQ) and Baillie Gifford Long Term Global Growth Fund Class I (BSGLX). 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.

The current AIEQ Sharpe Ratio is 0.43, which is lower than the BSGLX Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of AIEQ and BSGLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AIEQ's dividend yield for the trailing twelve months is around 0.28%, while BSGLX has not paid dividends to shareholders.

The maximum AIEQ drawdown since its inception was -38.97%, smaller than the maximum BSGLX drawdown of -58.76%. Use the drawdown chart below to compare losses from any high point for AIEQ and BSGLX. For additional features, visit the drawdowns tool.

AI Powered Equity ETF (AIEQ) and Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) have volatilities of 8.14% and 8.06%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.