Correlation
The correlation between BGGSX and AIQ is 0.73, 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.
BGGSX vs. AIQ
Compare and contrast key facts about Baillie Gifford U.S. Equity Growth Fund (BGGSX) and Global X Artificial Intelligence & Technology ETF (AIQ).
BGGSX is managed by Baillie Gifford Funds. It was launched on Apr 28, 2017. AIQ is a passively managed fund by Global X that tracks the performance of the Indxx Artificial Intelligence & Big Data Index. It was launched on May 11, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGGSX or AIQ.
Performance
BGGSX vs. AIQ - Performance Comparison
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Key characteristics
BGGSX:
0.87
AIQ:
0.77
BGGSX:
1.31
AIQ:
1.03
BGGSX:
1.18
AIQ:
1.14
BGGSX:
0.56
AIQ:
0.64
BGGSX:
2.72
AIQ:
2.17
BGGSX:
10.24%
AIQ:
7.73%
BGGSX:
34.54%
AIQ:
27.31%
BGGSX:
-66.38%
AIQ:
-44.66%
BGGSX:
-30.78%
AIQ:
-5.78%
Returns By Period
In the year-to-date period, BGGSX achieves a 3.90% return, which is significantly lower than AIQ's 4.30% return.
BGGSX
3.90%
10.50%
-0.54%
30.93%
20.16%
7.71%
N/A
AIQ
4.30%
8.42%
3.84%
20.98%
21.40%
16.01%
N/A
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BGGSX vs. AIQ - Expense Ratio Comparison
BGGSX has a 0.75% expense ratio, which is higher than AIQ's 0.68% expense ratio.
Risk-Adjusted Performance
BGGSX vs. AIQ — Risk-Adjusted Performance Rank
BGGSX
AIQ
BGGSX vs. AIQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford U.S. Equity Growth Fund (BGGSX) and Global X Artificial Intelligence & Technology ETF (AIQ). 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.
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Dividends
BGGSX vs. AIQ - Dividend Comparison
BGGSX has not paid dividends to shareholders, while AIQ's dividend yield for the trailing twelve months is around 0.13%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
BGGSX Baillie Gifford U.S. Equity Growth Fund | 0.00% | 0.00% | 0.00% | 9.90% | 10.34% | 3.29% | 1.35% | 2.02% | 0.41% |
AIQ Global X Artificial Intelligence & Technology ETF | 0.13% | 0.14% | 0.16% | 0.56% | 0.15% | 0.50% | 0.51% | 0.51% | 0.00% |
Drawdowns
BGGSX vs. AIQ - Drawdown Comparison
The maximum BGGSX drawdown since its inception was -66.38%, which is greater than AIQ's maximum drawdown of -44.66%. Use the drawdown chart below to compare losses from any high point for BGGSX and AIQ.
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Volatility
BGGSX vs. AIQ - Volatility Comparison
Baillie Gifford U.S. Equity Growth Fund (BGGSX) has a higher volatility of 7.77% compared to Global X Artificial Intelligence & Technology ETF (AIQ) at 6.03%. This indicates that BGGSX's price experiences larger fluctuations and is considered to be riskier than AIQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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