AIEQ vs. BSGLX
AIEQ (Amplify AI Powered Equity ETF) and BSGLX (Baillie Gifford Long Term Global Growth Fund Class I) are both Large Cap Growth Equities funds. Over the past year, AIEQ returned 19.15% vs -5.63% for BSGLX. A 0.77 correlation means they provide meaningful diversification when combined. AIEQ charges 0.75%/yr vs 0.80%/yr for BSGLX.
Performance
AIEQ vs. BSGLX - Performance Comparison
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Returns By Period
In the year-to-date period, AIEQ achieves a 8.03% return, which is significantly higher than BSGLX's -11.43% return.
AIEQ
- 1D
- -1.27%
- 1M
- -1.14%
- YTD
- 8.03%
- 6M
- 7.07%
- 1Y
- 19.15%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BSGLX
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- -11.43%
- 6M
- -12.46%
- 1Y
- -5.63%
- 3Y*
- 12.21%
- 5Y*
- -1.39%
- 10Y*
- —
AIEQ vs. BSGLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
AIEQ Amplify AI Powered Equity ETF | 8.03% | 13.96% | 15.21% |
BSGLX Baillie Gifford Long Term Global Growth Fund Class I | -11.43% | 16.26% | 24.08% |
Correlation
The correlation between AIEQ and BSGLX is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Jan 29, 2024 | 0.77 |
The correlation between AIEQ and BSGLX has been stable across timeframes, ranging from 0.71 to 0.77 - a consistent structural relationship.
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Return for Risk
AIEQ vs. BSGLX — Risk / Return Rank
AIEQ
BSGLX
AIEQ vs. BSGLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amplify 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AIEQ | BSGLX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.81 | ||
| Sortino ratioReturn per unit of downside risk | +2.37 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 0.96 | +0.31 |
| Calmar ratioReturn relative to maximum drawdown | 2.11 | -0.25 | +2.36 |
| Martin ratioReturn relative to average drawdown | 8.00 | -0.56 | +8.57 |
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Drawdowns
AIEQ vs. BSGLX - Drawdown Comparison
The maximum AIEQ drawdown since its inception was -24.19%, smaller than the maximum BSGLX drawdown of -56.23%. Use the drawdown chart below to compare losses from any high point for AIEQ and BSGLX.
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Drawdown Indicators
| AIEQ | BSGLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.19% | -56.23% | +32.04% |
Max Drawdown (1Y)Largest decline over 1 year | -9.11% | -25.69% | +16.58% |
Max Drawdown (3Y)Largest decline over 3 years | — | -27.30% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -56.21% | — |
Current DrawdownCurrent decline from peak | -2.85% | -18.50% | +15.65% |
Average DrawdownAverage peak-to-trough decline | -3.28% | -17.82% | +14.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.40% | 11.27% | -8.87% |
Volatility
AIEQ vs. BSGLX - Volatility Comparison
Amplify AI Powered Equity ETF (AIEQ) has a higher volatility of 4.68% compared to Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) at 3.62%. This indicates that AIEQ's price experiences larger fluctuations and is considered to be riskier than BSGLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AIEQ | BSGLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.68% | 3.62% | +1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 10.15% | 15.65% | -5.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.87% | 20.51% | -7.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.47% | 29.73% | -10.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.47% | 28.00% | -8.53% |
AIEQ vs. BSGLX - Expense Ratio Comparison
AIEQ has a 0.75% expense ratio, which is lower than BSGLX's 0.80% expense ratio.
Dividends
AIEQ vs. BSGLX - Dividend Comparison
AIEQ's dividend yield for the trailing twelve months is around 0.40%, while BSGLX has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
AIEQ Amplify AI Powered Equity ETF | 0.40% | 0.43% | 0.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BSGLX Baillie Gifford Long Term Global Growth Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 3.85% | 5.17% | 8.40% | 0.15% | 10.07% |
Frequently Asked Questions
AIEQ and BSGLX have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AIEQ has higher volatility (4.68%) compared to BSGLX (3.62%). In terms of maximum drawdown, AIEQ dropped -24.19% vs BSGLX's -56.23%.
AIEQ currently has the higher Sharpe Ratio (1.50 vs -0.31), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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