Correlation
The correlation between BCANX and SPY is 0.33, 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.
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.
Performance
BCANX vs. SPY - Performance Comparison
Loading data...
Key characteristics
Returns By Period
BCANX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
SPY
0.87%
3.99%
-1.56%
13.18%
14.25%
15.81%
12.73%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 Rank
BCANX
SPY
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.
Loading data...
Dividends
BCANX vs. SPY - Dividend Comparison
BCANX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCANX Baillie Gifford China A Shares Fund | 0.44% | 0.44% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
BCANX vs. SPY - Drawdown Comparison
Loading data...
Volatility
BCANX vs. SPY - Volatility Comparison
Loading data...