BGGSX vs. SPY
Compare and contrast key facts about Baillie Gifford U.S. Equity Growth Fund (BGGSX) and SPDR S&P 500 ETF (SPY).
BGGSX is managed by Baillie Gifford Funds. It was launched on Apr 28, 2017. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGGSX or SPY.
Correlation
The correlation between BGGSX and SPY 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.
Performance
BGGSX vs. SPY - Performance Comparison
Key characteristics
BGGSX:
0.64
SPY:
0.54
BGGSX:
0.90
SPY:
0.90
BGGSX:
1.12
SPY:
1.13
BGGSX:
0.28
SPY:
0.57
BGGSX:
1.67
SPY:
2.24
BGGSX:
9.94%
SPY:
4.82%
BGGSX:
34.11%
SPY:
20.02%
BGGSX:
-72.34%
SPY:
-55.19%
BGGSX:
-47.03%
SPY:
-7.53%
Returns By Period
The year-to-date returns for both investments are quite close, with BGGSX having a -3.40% return and SPY slightly higher at -3.30%.
BGGSX
-3.40%
21.45%
-1.88%
21.62%
2.25%
N/A
SPY
-3.30%
13.81%
-4.52%
10.65%
15.81%
12.33%
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BGGSX vs. SPY - Expense Ratio Comparison
BGGSX has a 0.75% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
BGGSX vs. SPY — Risk-Adjusted Performance Rank
BGGSX
SPY
BGGSX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford U.S. Equity Growth Fund (BGGSX) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
BGGSX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.27%.
| 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% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
BGGSX vs. SPY - Drawdown Comparison
The maximum BGGSX drawdown since its inception was -72.34%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BGGSX and SPY. For additional features, visit the drawdowns tool.
Volatility
BGGSX vs. SPY - Volatility Comparison
Baillie Gifford U.S. Equity Growth Fund (BGGSX) has a higher volatility of 15.98% compared to SPDR S&P 500 ETF (SPY) at 12.36%. This indicates that BGGSX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.