AIEQ vs. BSGLX
Compare and contrast key facts about AI Powered Equity ETF (AIEQ) and Baillie Gifford Long Term Global Growth Fund Class I (BSGLX).
AIEQ is an actively managed fund by ETFMG. It was launched on Oct 17, 2017. BSGLX is managed by Baillie Gifford Funds.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIEQ or BSGLX.
Key characteristics
| AIEQ | BSGLX | |
|---|---|---|
| YTD Return | -2.84% | 6.16% |
| 1Y Return | 28.12% | 30.01% |
| 3Y Return (Ann) | -3.45% | -8.76% |
| 5Y Return (Ann) | 5.99% | 12.29% |
| Sharpe Ratio | 1.31 | 1.21 |
| Daily Std Dev | 19.18% | 21.62% |
| Max Drawdown | -38.97% | -56.63% |
| Current Drawdown | -20.40% | -32.37% |
Correlation
The correlation between AIEQ and BSGLX is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AIEQ vs. BSGLX - Performance Comparison
In the year-to-date period, AIEQ achieves a -2.84% return, which is significantly lower than BSGLX's 6.16% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AIEQ vs. BSGLX - Expense Ratio Comparison
Both AIEQ and BSGLX have an expense ratio of 0.80%.
Risk-Adjusted Performance
AIEQ vs. BSGLX - Risk-Adjusted Performance Comparison
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.
Dividends
AIEQ vs. BSGLX - Dividend Comparison
AIEQ's dividend yield for the trailing twelve months is around 1.18%, while BSGLX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
AIEQ AI Powered Equity ETF | 1.18% | 0.98% | 0.11% | 1.76% | 0.39% | 0.60% | 9.11% | 0.14% |
BSGLX Baillie Gifford Long Term Global Growth Fund Class I | 0.00% | 0.00% | 3.85% | 5.17% | 8.40% | 0.14% | 0.00% | 0.00% |
Drawdowns
AIEQ vs. BSGLX - Drawdown Comparison
The maximum AIEQ drawdown since its inception was -38.97%, smaller than the maximum BSGLX drawdown of -56.63%. Use the drawdown chart below to compare losses from any high point for AIEQ and BSGLX. For additional features, visit the drawdowns tool.
Volatility
AIEQ vs. BSGLX - Volatility Comparison
The current volatility for AI Powered Equity ETF (AIEQ) is 5.05%, while Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) has a volatility of 6.21%. This indicates that AIEQ experiences smaller price fluctuations and is considered to be less risky than BSGLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.