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.
Correlation
The correlation between BGGSX and AIQ is 0.84, 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
BGGSX vs. AIQ - Performance Comparison
Key characteristics
BGGSX:
1.74
AIQ:
1.64
BGGSX:
2.39
AIQ:
2.20
BGGSX:
1.32
AIQ:
1.29
BGGSX:
0.78
AIQ:
2.30
BGGSX:
11.39
AIQ:
8.57
BGGSX:
4.00%
AIQ:
3.76%
BGGSX:
26.13%
AIQ:
19.55%
BGGSX:
-72.34%
AIQ:
-44.66%
BGGSX:
-37.56%
AIQ:
0.00%
Returns By Period
In the year-to-date period, BGGSX achieves a 13.88% return, which is significantly higher than AIQ's 9.76% return.
BGGSX
13.88%
10.25%
34.78%
42.30%
7.01%
N/A
AIQ
9.76%
7.48%
20.58%
30.24%
16.94%
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.
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 | |
|---|---|---|---|---|---|---|---|---|
BGGSX Baillie Gifford U.S. Equity Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AIQ Global X Artificial Intelligence & Technology ETF | 0.13% | 0.14% | 0.16% | 0.56% | 0.15% | 0.50% | 0.51% | 0.51% |
Drawdowns
BGGSX vs. AIQ - Drawdown Comparison
The maximum BGGSX drawdown since its inception was -72.34%, 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. For additional features, visit the drawdowns tool.
Volatility
BGGSX vs. AIQ - Volatility Comparison
The current volatility for Baillie Gifford U.S. Equity Growth Fund (BGGSX) is 5.00%, while Global X Artificial Intelligence & Technology ETF (AIQ) has a volatility of 5.52%. This indicates that BGGSX experiences smaller price fluctuations and is considered to be less risky than AIQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.