BGGSX vs. FDSSX
BGGSX (Baillie Gifford U.S. Equity Growth Fund) and FDSSX (Fidelity Stock Selector All Cap Fund) are both Large Cap Growth Equities funds. Over the past 5 years, BGGSX returned -5.95%/yr vs 12.51%/yr for FDSSX. Their 0.77 correlation means they have sometimes moved together and sometimes differently. BGGSX charges 0.75%/yr vs 0.68%/yr for FDSSX.
Performance
BGGSX vs. FDSSX - Performance Comparison
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Returns By Period
In the year-to-date period, BGGSX achieves a -3.77% return, which is significantly lower than FDSSX's 17.16% return.
BGGSX
- 1D
- 2.67%
- 1M
- -1.61%
- 6M
- 4.20%
- YTD
- -3.77%
- 1Y
- -9.16%
- 3Y*
- 14.49%
- 5Y*
- -5.95%
- 10Y*
- —
- ALL TIME*
- 13.20%
FDSSX
- 1D
- 1.58%
- 1M
- 1.51%
- 6M
- 14.26%
- YTD
- 17.16%
- 1Y
- 29.25%
- 3Y*
- 21.56%
- 5Y*
- 12.51%
- 10Y*
- 15.01%
- ALL TIME*
- 11.53%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BGGSX vs. FDSSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGGSX Baillie Gifford U.S. Equity Growth Fund | -3.77% | 10.25% | 30.44% | 45.93% | -52.50% | -11.13% | 125.42% | 30.00% | 8.31% | 16.54% |
FDSSX Fidelity Stock Selector All Cap Fund | 17.16% | 18.89% | 19.79% | 26.94% | -19.55% | 23.14% | 24.90% | 32.21% | -8.61% | 12.82% |
Correlation
The correlation between BGGSX and FDSSX is 0.72, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.72 |
Correlation (3Y) Balances recent behavior with more history. | 0.80 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.80 |
Correlation (All Time) Calculated using the full available price history since Apr 28, 2017 | 0.77 |
The correlation between BGGSX and FDSSX has been stable across timeframes, ranging from 0.72 to 0.80 - a consistent structural relationship.
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Return for Risk
BGGSX vs. FDSSX — Risk / Return Rank
BGGSX
FDSSX
BGGSX vs. FDSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford U.S. Equity Growth Fund (BGGSX) and Fidelity Stock Selector All Cap Fund (FDSSX). 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.
| BGGSX | FDSSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.51 | ||
| Sortino ratioReturn per unit of downside risk | -3.25 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.39 | -0.42 |
| Calmar ratioReturn relative to maximum drawdown | -0.26 | 3.42 | -3.68 |
| Martin ratioReturn relative to average drawdown | -0.50 | 15.49 | -16.00 |
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Drawdowns
BGGSX vs. FDSSX - Drawdown Comparison
The maximum BGGSX drawdown since its inception was -68.76%, which is greater than FDSSX's maximum drawdown of -56.77%. Use the drawdown chart below to compare losses from any high point for BGGSX and FDSSX.
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Drawdown Indicators
| BGGSX | FDSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.76% | -56.77% | -11.99% |
Max Drawdown (1Y)Largest decline over 1 year | -26.08% | -9.19% | -16.89% |
Max Drawdown (3Y)Largest decline over 3 years | -30.87% | -20.86% | -10.01% |
Max Drawdown (5Y)Largest decline over 5 years | -67.64% | -25.22% | -42.42% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.37% | — |
Current DrawdownCurrent decline from peak | -29.66% | -0.02% | -29.64% |
Average DrawdownAverage peak-to-trough decline | -25.26% | -9.84% | -15.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.18% | 2.03% | +11.15% |
Volatility
BGGSX vs. FDSSX - Volatility Comparison
Baillie Gifford U.S. Equity Growth Fund (BGGSX) has a higher volatility of 6.25% compared to Fidelity Stock Selector All Cap Fund (FDSSX) at 4.10%. This indicates that BGGSX's price experiences larger fluctuations and is considered to be riskier than FDSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGGSX | FDSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.25% | 4.10% | +2.15% |
Volatility (6M)Calculated over the trailing 6-month period | 18.05% | 11.47% | +6.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.94% | 14.24% | +8.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.28% | 17.92% | +17.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.06% | 18.59% | +13.47% |
BGGSX vs. FDSSX - Expense Ratio Comparison
BGGSX has a 0.75% expense ratio, which is higher than FDSSX's 0.68% expense ratio.
Dividends
BGGSX vs. FDSSX - Dividend Comparison
BGGSX has not paid dividends to shareholders, while FDSSX's dividend yield for the trailing twelve months is around 4.08%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGGSX Baillie Gifford U.S. Equity Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 16.38% | 2.61% | 3.29% | 1.35% | 2.02% | 0.00% | 0.00% | 0.00% |
FDSSX Fidelity Stock Selector All Cap Fund | 4.08% | 4.79% | 4.83% | 2.03% | 0.36% | 0.84% | 5.22% | 6.09% | 4.46% | 3.07% | 1.04% | 5.16% |
Frequently Asked Questions
BGGSX and FDSSX have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BGGSX has higher volatility (6.25%) compared to FDSSX (4.10%). In terms of maximum drawdown, BGGSX dropped -68.76% vs FDSSX's -56.77%.
FDSSX currently has the higher Sharpe Ratio (2.21 vs -0.29), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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