BGEG vs. EDIV
BGEG (Baillie Gifford Emerging Markets ETF) and EDIV (SPDR S&P Emerging Markets Dividend ETF) are both Emerging Markets Equities funds. BGEG is actively managed, while EDIV is passively managed. A 0.67 correlation means they provide meaningful diversification when combined. BGEG charges 0.79%/yr vs 0.49%/yr for EDIV.
Performance
BGEG vs. EDIV - Performance Comparison
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Returns By Period
BGEG
- 1D
- -0.79%
- 1M
- -4.41%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
EDIV
- 1D
- -1.83%
- 1M
- 1.87%
- 6M
- 3.15%
- YTD
- 7.91%
- 1Y
- 10.33%
- 3Y*
- 15.06%
- 5Y*
- 11.93%
- 10Y*
- 8.32%
- ALL TIME*
- 3.13%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $72.52K | $141.03K | $341.75K | |
| $4.56M | $4.87M | $5.43M |
BGEG vs. EDIV - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
BGEG Baillie Gifford Emerging Markets ETF | -9.38% |
EDIV SPDR S&P Emerging Markets Dividend ETF | 0.12% |
Correlation
The correlation between BGEG and EDIV is 0.67, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jun 3, 2026 | 0.67 |
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Return for Risk
BGEG vs. EDIV — Risk / Return Rank
BGEG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
EDIV
BGEG vs. EDIV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford Emerging Markets ETF (BGEG) and SPDR S&P Emerging Markets Dividend ETF (EDIV). 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.
| BGEG | EDIV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.15 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.00 | — |
| Martin ratioReturn relative to average drawdown | — | 2.93 | — |
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Drawdowns
BGEG vs. EDIV - Drawdown Comparison
The maximum BGEG drawdown since its inception was -11.84%, smaller than the maximum EDIV drawdown of -53.36%. Use the drawdown chart below to compare losses from any high point for BGEG and EDIV.
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Drawdown Indicators
| BGEG | EDIV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.84% | -53.36% | +41.52% |
Max Drawdown (1Y)Largest decline over 1 year | — | -10.36% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -13.84% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -28.32% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.76% | — |
Current DrawdownCurrent decline from peak | -9.38% | -2.72% | -6.66% |
Average DrawdownAverage peak-to-trough decline | -5.82% | -19.21% | +13.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.55% | — |
Volatility
BGEG vs. EDIV - Volatility Comparison
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Volatility by Period
| BGEG | EDIV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 4.02% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 11.20% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 35.72% | 12.92% | +22.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.72% | 13.96% | +21.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.72% | 17.31% | +18.41% |
BGEG vs. EDIV - Expense Ratio Comparison
BGEG has a 0.79% expense ratio, which is higher than EDIV's 0.49% expense ratio.
Dividends
BGEG vs. EDIV - Dividend Comparison
BGEG has not paid dividends to shareholders, while EDIV's dividend yield for the trailing twelve months is around 4.21%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGEG Baillie Gifford Emerging Markets ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
EDIV SPDR S&P Emerging Markets Dividend ETF | 4.21% | 4.69% | 3.94% | 4.26% | 4.94% | 3.84% | 3.52% | 3.83% | 3.41% | 2.99% | 4.94% | 5.33% |
Frequently Asked Questions
BGEG and EDIV have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, EDIV is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.
EDIV is cheaper with a 0.49% expense ratio, compared with 0.79% for BGEG.
EDIV has the higher dividend yield at 4.21%, compared with 0.00% for BGEG.
They also come from different issuers: Baillie Gifford and State Street. Their fees differ too: 0.79% for BGEG and 0.49% for EDIV.
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