BGLTX vs. BTLSX
BGLTX (Baillie Gifford Long Term Global Growth Fund) and BTLSX (Baillie Gifford International Concentrated Growth Equities Fund) are both mutual funds - BGLTX is a Global Equities fund managed by Baillie Gifford Funds, while BTLSX is a Foreign Large Cap Equities fund managed by Baillie Gifford Funds. Their correlation of 0.87 suggests significant overlap in exposure. BGLTX charges 0.73%/yr vs 0.81%/yr for BTLSX.
Performance
BGLTX vs. BTLSX - Performance Comparison
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Returns By Period
BGLTX
- 1D
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- 1M
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- 6M
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- YTD
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- 1Y
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- 3Y*
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- 5Y*
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- 10Y*
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BTLSX
- 1D
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- 1M
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- 6M
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- YTD
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- 1Y
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- 3Y*
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- 5Y*
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- 10Y*
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BGLTX vs. BTLSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGLTX Baillie Gifford Long Term Global Growth Fund | -11.38% | 16.38% | 25.03% | 36.61% | -46.09% | 2.47% | 102.05% | 33.53% | -1.37% | -0.57% |
BTLSX Baillie Gifford International Concentrated Growth Equities Fund | -7.50% | 16.56% | 18.34% | 14.75% | -39.64% | 0.71% | 100.15% | 45.32% | -13.23% | -0.69% |
Correlation
The correlation between BGLTX and BTLSX is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.87 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.88 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.84 |
Correlation (All Time) Calculated using the full available price history since Dec 18, 2017 | 0.87 |
The correlation between BGLTX and BTLSX has been stable across timeframes, ranging from 0.84 to 0.88 - a consistent structural relationship.
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Return for Risk
BGLTX vs. BTLSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford Long Term Global Growth Fund (BGLTX) and Baillie Gifford International Concentrated Growth Equities Fund (BTLSX). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Drawdowns
BGLTX vs. BTLSX - Drawdown Comparison
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Volatility
BGLTX vs. BTLSX - Volatility Comparison
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BGLTX vs. BTLSX - Expense Ratio Comparison
BGLTX has a 0.73% expense ratio, which is lower than BTLSX's 0.81% expense ratio.
Dividends
BGLTX vs. BTLSX - Dividend Comparison
Neither BGLTX nor BTLSX has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
BGLTX Baillie Gifford Long Term Global Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 3.84% | 5.15% | 8.39% | 0.15% | 10.07% |
BTLSX Baillie Gifford International Concentrated Growth Equities Fund | 0.00% | 0.00% | 0.00% | 0.00% | 6.18% | 25.27% | 102.72% | 0.17% | 0.00% |
Frequently Asked Questions
BGLTX and BTLSX have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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