BGAEX vs. VUSA.L
Compare and contrast key facts about Baillie Gifford Global Alpha Equities Fund (BGAEX) and Vanguard S&P 500 UCITS ETF (VUSA.L).
BGAEX is managed by Baillie Gifford Funds. It was launched on Nov 14, 2011. VUSA.L is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 TR USD. It was launched on May 22, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGAEX or VUSA.L.
Correlation
The correlation between BGAEX and VUSA.L is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BGAEX vs. VUSA.L - Performance Comparison
Key characteristics
Returns By Period
BGAEX
N/A
N/A
N/A
N/A
N/A
N/A
VUSA.L
2.75%
1.98%
15.01%
24.55%
14.81%
15.22%
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BGAEX vs. VUSA.L - Expense Ratio Comparison
BGAEX has a 0.60% expense ratio, which is higher than VUSA.L's 0.07% expense ratio.
Risk-Adjusted Performance
BGAEX vs. VUSA.L — Risk-Adjusted Performance Rank
BGAEX
VUSA.L
BGAEX vs. VUSA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford Global Alpha Equities Fund (BGAEX) and Vanguard S&P 500 UCITS ETF (VUSA.L). 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
BGAEX vs. VUSA.L - Dividend Comparison
BGAEX has not paid dividends to shareholders, while VUSA.L's dividend yield for the trailing twelve months is around 0.98%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGAEX Baillie Gifford Global Alpha Equities Fund | 0.00% | 0.00% | 1.24% | 0.06% | 1.56% | 0.53% | 3.43% | 1.09% | 0.71% | 0.65% | 0.86% | 0.00% |
VUSA.L Vanguard S&P 500 UCITS ETF | 0.98% | 1.00% | 1.24% | 1.41% | 1.04% | 1.44% | 1.50% | 1.72% | 1.61% | 1.58% | 1.73% | 1.50% |
Drawdowns
BGAEX vs. VUSA.L - Drawdown Comparison
Volatility
BGAEX vs. VUSA.L - Volatility Comparison
The current volatility for Baillie Gifford Global Alpha Equities Fund (BGAEX) is 0.00%, while Vanguard S&P 500 UCITS ETF (VUSA.L) has a volatility of 3.70%. This indicates that BGAEX experiences smaller price fluctuations and is considered to be less risky than VUSA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.