BCANX vs. SPY
Compare and contrast key facts about Baillie Gifford China A Shares Fund (BCANX) and SPDR S&P 500 ETF (SPY).
BCANX is managed by Baillie Gifford Funds. It was launched on Dec 18, 2019. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCANX or SPY.
Correlation
The correlation between BCANX and SPY is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BCANX vs. SPY - Performance Comparison
Key characteristics
BCANX:
-0.04
SPY:
2.21
BCANX:
0.15
SPY:
2.93
BCANX:
1.02
SPY:
1.41
BCANX:
-0.02
SPY:
3.26
BCANX:
-0.07
SPY:
14.43
BCANX:
14.60%
SPY:
1.90%
BCANX:
27.70%
SPY:
12.41%
BCANX:
-70.78%
SPY:
-55.19%
BCANX:
-61.08%
SPY:
-2.74%
Returns By Period
In the year-to-date period, BCANX achieves a 0.88% return, which is significantly lower than SPY's 25.54% return.
BCANX
0.88%
0.00%
18.57%
3.09%
-1.97%
N/A
SPY
25.54%
-0.42%
8.90%
25.98%
14.66%
12.97%
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BCANX vs. SPY - Expense Ratio Comparison
BCANX has a 0.87% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
BCANX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford China A Shares Fund (BCANX) and SPDR S&P 500 ETF (SPY). 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
BCANX vs. SPY - Dividend Comparison
BCANX's dividend yield for the trailing twelve months is around 0.47%, less than SPY's 0.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCANX Baillie Gifford China A Shares Fund | 0.47% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 0.86% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
BCANX vs. SPY - Drawdown Comparison
The maximum BCANX drawdown since its inception was -70.78%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BCANX and SPY. For additional features, visit the drawdowns tool.
Volatility
BCANX vs. SPY - Volatility Comparison
The current volatility for Baillie Gifford China A Shares Fund (BCANX) is 0.00%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.72%. This indicates that BCANX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.