BGGG vs. AVGE
BGGG (Baillie Gifford Long Term Global Growth ETF) and AVGE (Avantis All Equity Markets ETF) are both Global Equities funds. Both are actively managed. A 0.68 correlation means they provide meaningful diversification when combined. BGGG charges 0.70%/yr vs 0.23%/yr for AVGE.
Performance
BGGG vs. AVGE - Performance Comparison
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Returns By Period
BGGG
- 1D
- -1.77%
- 1M
- 0.93%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
AVGE
- 1D
- -0.83%
- 1M
- 0.40%
- 6M
- 10.30%
- YTD
- 15.25%
- 1Y
- 24.81%
- 3Y*
- 18.73%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 21.67%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $7.54M | $8.33M | $6.48M | |
| $1.34M | $1.75M | $2.63M |
BGGG vs. AVGE - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
BGGG Baillie Gifford Long Term Global Growth ETF | -6.59% |
AVGE Avantis All Equity Markets ETF | -0.22% |
Correlation
The correlation between BGGG and AVGE is 0.68, 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 1, 2026 | 0.68 |
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Return for Risk
BGGG vs. AVGE — Risk / Return Rank
BGGG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
AVGE
BGGG vs. AVGE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford Long Term Global Growth ETF (BGGG) and Avantis All Equity Markets ETF (AVGE). 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.
| BGGG | AVGE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.34 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.90 | — |
| Martin ratioReturn relative to average drawdown | — | 12.08 | — |
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Drawdowns
BGGG vs. AVGE - Drawdown Comparison
The maximum BGGG drawdown since its inception was -9.83%, smaller than the maximum AVGE drawdown of -17.13%. Use the drawdown chart below to compare losses from any high point for BGGG and AVGE.
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Drawdown Indicators
| BGGG | AVGE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.83% | -17.13% | +7.30% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.60% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -17.13% | — |
Current DrawdownCurrent decline from peak | -7.35% | -1.55% | -5.80% |
Average DrawdownAverage peak-to-trough decline | -4.45% | -2.37% | -2.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.06% | — |
Volatility
BGGG vs. AVGE - Volatility Comparison
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Volatility by Period
| BGGG | AVGE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.74% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 10.48% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 25.72% | 13.16% | +12.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.72% | 15.17% | +10.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.72% | 15.17% | +10.55% |
BGGG vs. AVGE - Expense Ratio Comparison
BGGG has a 0.70% expense ratio, which is higher than AVGE's 0.23% expense ratio.
Dividends
BGGG vs. AVGE - Dividend Comparison
BGGG has not paid dividends to shareholders, while AVGE's dividend yield for the trailing twelve months is around 1.41%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
AVGE Avantis All Equity Markets ETF | 1.41% | 1.67% | 1.92% | 1.93% | 0.74% |
BGGG Baillie Gifford Long Term Global Growth ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BGGG and AVGE have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, AVGE is cheaper at 0.23% per year. The better choice depends on whether you care most about return, fees, risk, or income.
AVGE is cheaper with a 0.23% expense ratio, compared with 0.70% for BGGG.
AVGE has the higher dividend yield at 1.41%, compared with 0.00% for BGGG.
They also come from different issuers: Baillie Gifford and Avantis. Their fees differ too: 0.70% for BGGG and 0.23% for AVGE.
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