BGETX vs. VONG
Compare and contrast key facts about Baillie Gifford International Growth Fund (BGETX) and Vanguard Russell 1000 Growth ETF (VONG).
BGETX is managed by Baillie Gifford Funds. It was launched on Mar 5, 2008. VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGETX or VONG.
Key characteristics
| BGETX | VONG | |
|---|---|---|
| YTD Return | 4.18% | 9.46% |
| 1Y Return | 7.85% | 37.86% |
| 3Y Return (Ann) | -10.79% | 10.06% |
| 5Y Return (Ann) | 4.48% | 16.95% |
| Sharpe Ratio | 0.42 | 2.45 |
| Daily Std Dev | 19.01% | 15.17% |
| Max Drawdown | -55.06% | -32.72% |
| Current Drawdown | -37.17% | -2.26% |
Correlation
The correlation between BGETX and VONG is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BGETX vs. VONG - Performance Comparison
In the year-to-date period, BGETX achieves a 4.18% return, which is significantly lower than VONG's 9.46% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BGETX vs. VONG - Expense Ratio Comparison
BGETX has a 0.60% expense ratio, which is higher than VONG's 0.08% expense ratio.
Risk-Adjusted Performance
BGETX vs. VONG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford International Growth Fund (BGETX) and Vanguard Russell 1000 Growth ETF (VONG). 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
BGETX vs. VONG - Dividend Comparison
BGETX's dividend yield for the trailing twelve months is around 0.38%, less than VONG's 0.68% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGETX Baillie Gifford International Growth Fund | 0.38% | 0.39% | 0.62% | 16.02% | 10.22% | 1.12% | 1.15% | 0.40% | 0.66% | 0.84% | 0.00% | 0.00% |
VONG Vanguard Russell 1000 Growth ETF | 0.68% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% | 1.28% |
Drawdowns
BGETX vs. VONG - Drawdown Comparison
The maximum BGETX drawdown since its inception was -55.06%, which is greater than VONG's maximum drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for BGETX and VONG. For additional features, visit the drawdowns tool.
Volatility
BGETX vs. VONG - Volatility Comparison
Baillie Gifford International Growth Fund (BGETX) has a higher volatility of 6.40% compared to Vanguard Russell 1000 Growth ETF (VONG) at 5.54%. This indicates that BGETX's price experiences larger fluctuations and is considered to be riskier than VONG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.