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BGGG vs. HERD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BGGG vs. HERD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Baillie Gifford Long Term Global Growth ETF (BGGG) and Pacer Cash Cows Fund of Funds ETF (HERD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


BGGG

1D
-0.34%
1M
-0.20%
6M
YTD
1Y
3Y*
5Y*
10Y*

HERD

1D
1.64%
1M
-1.55%
6M
9.51%
YTD
10.31%
1Y
21.15%
3Y*
14.85%
5Y*
9.52%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BGGG vs. HERD - Yearly Performance Comparison


Correlation

The correlation between BGGG and HERD is 0.63, 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

0.63

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Return for Risk

BGGG vs. HERD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BGGG

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


HERD
HERD Risk / Return Rank: 7474
Overall Rank
HERD Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
HERD Sortino Ratio Rank: 7171
Sortino Ratio Rank
HERD Omega Ratio Rank: 6868
Omega Ratio Rank
HERD Calmar Ratio Rank: 8686
Calmar Ratio Rank
HERD Martin Ratio Rank: 7777
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BGGG vs. HERD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford Long Term Global Growth ETF (BGGG) and Pacer Cash Cows Fund of Funds ETF (HERD). 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.


BGGGHERDDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.33

Calmar ratioReturn relative to maximum drawdown

3.90

Martin ratioReturn relative to average drawdown

11.70

BGGG vs. HERD - Sharpe Ratio Comparison


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Drawdowns

BGGG vs. HERD - Drawdown Comparison

The maximum BGGG drawdown since its inception was -9.83%, smaller than the maximum HERD drawdown of -39.41%. Use the drawdown chart below to compare losses from any high point for BGGG and HERD.


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Drawdown Indicators


BGGGHERDDifference

Max Drawdown

Largest peak-to-trough decline

-9.83%

-39.41%

+29.58%

Max Drawdown (1Y)

Largest decline over 1 year

-5.68%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-21.60%

Current Drawdown

Current decline from peak

-2.89%

-2.22%

-0.67%

Average Drawdown

Average peak-to-trough decline

-5.06%

-4.54%

-0.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.89%

Volatility

BGGG vs. HERD - Volatility Comparison


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Volatility by Period


BGGGHERDDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.20%

Volatility (6M)

Calculated over the trailing 6-month period

8.52%

Volatility (1Y)

Calculated over the trailing 1-year period

29.32%

11.99%

+17.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.32%

17.77%

+11.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.32%

20.44%

+8.88%

BGGG vs. HERD - Expense Ratio Comparison

BGGG has a 0.70% expense ratio, which is lower than HERD's 0.73% expense ratio.


Dividends

BGGG vs. HERD - Dividend Comparison

BGGG has not paid dividends to shareholders, while HERD's dividend yield for the trailing twelve months is around 2.84%.


PositionTTM2025202420232022202120202019
BGGG
Baillie Gifford Long Term Global Growth ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HERD
Pacer Cash Cows Fund of Funds ETF
2.84%3.75%2.43%2.54%2.50%2.02%1.95%1.69%

Frequently Asked Questions


BGGG and HERD have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, BGGG is cheaper at 0.70% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BGGG is cheaper with a 0.70% expense ratio, compared with 0.73% for HERD.

HERD has the higher dividend yield at 2.84%, compared with 0.00% for BGGG.

They also come from different issuers: Baillie Gifford and Pacer. Their fees differ too: 0.70% for BGGG and 0.73% for HERD.

Portfolio Optimizer

Find the right allocation for BGGG and HERD

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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