BGGSX vs. IYG
Compare and contrast key facts about Baillie Gifford U.S. Equity Growth Fund (BGGSX) and iShares U.S. Financial Services ETF (IYG).
BGGSX is managed by Baillie Gifford Funds. It was launched on Apr 28, 2017. IYG is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Financial Services TR. It was launched on Jun 12, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGGSX or IYG.
Correlation
The correlation between BGGSX and IYG is 0.78, 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. IYG - Performance Comparison
Key characteristics
BGGSX:
0.64
IYG:
1.07
BGGSX:
0.90
IYG:
1.60
BGGSX:
1.12
IYG:
1.24
BGGSX:
0.28
IYG:
1.33
BGGSX:
1.67
IYG:
4.91
BGGSX:
9.94%
IYG:
5.01%
BGGSX:
34.11%
IYG:
22.35%
BGGSX:
-72.34%
IYG:
-81.84%
BGGSX:
-47.03%
IYG:
-5.67%
Returns By Period
In the year-to-date period, BGGSX achieves a -3.40% return, which is significantly lower than IYG's 2.81% return.
BGGSX
-3.40%
21.45%
-1.88%
21.62%
2.25%
N/A
IYG
2.81%
15.79%
2.81%
23.78%
17.92%
11.71%
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BGGSX vs. IYG - Expense Ratio Comparison
BGGSX has a 0.75% expense ratio, which is higher than IYG's 0.42% expense ratio.
Risk-Adjusted Performance
BGGSX vs. IYG — Risk-Adjusted Performance Rank
BGGSX
IYG
BGGSX vs. IYG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford U.S. Equity Growth Fund (BGGSX) and iShares U.S. Financial Services ETF (IYG). 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. IYG - Dividend Comparison
BGGSX has not paid dividends to shareholders, while IYG's dividend yield for the trailing twelve months is around 1.15%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGGSX Baillie Gifford U.S. Equity Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IYG iShares U.S. Financial Services ETF | 1.15% | 1.16% | 1.77% | 2.07% | 1.25% | 1.71% | 1.59% | 1.81% | 1.24% | 1.28% | 1.33% | 1.14% |
Drawdowns
BGGSX vs. IYG - Drawdown Comparison
The maximum BGGSX drawdown since its inception was -72.34%, smaller than the maximum IYG drawdown of -81.84%. Use the drawdown chart below to compare losses from any high point for BGGSX and IYG. For additional features, visit the drawdowns tool.
Volatility
BGGSX vs. IYG - Volatility Comparison
Baillie Gifford U.S. Equity Growth Fund (BGGSX) has a higher volatility of 15.98% compared to iShares U.S. Financial Services ETF (IYG) at 10.31%. This indicates that BGGSX's price experiences larger fluctuations and is considered to be riskier than IYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.