BGLTX vs. IVV

In the year-to-date period, BGLTX achieves a 8.43% return, which is significantly higher than IVV's 0.90% return. Over the past 10 years, BGLTX has outperformed IVV with an annualized return of 15.25%, while IVV has yielded a comparatively lower 12.79% annualized return.

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BGLTX has a 0.73% expense ratio, which is higher than IVV's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford Long Term Global Growth Fund (BGLTX) and iShares Core S&P 500 ETF (IVV). 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.

The current BGLTX Sharpe Ratio is 0.77, which is comparable to the IVV Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of BGLTX and IVV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BGLTX has not paid dividends to shareholders, while IVV's dividend yield for the trailing twelve months is around 1.31%.

The maximum BGLTX drawdown since its inception was -56.56%, roughly equal to the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for BGLTX and IVV.

Baillie Gifford Long Term Global Growth Fund (BGLTX) has a higher volatility of 5.40% compared to iShares Core S&P 500 ETF (IVV) at 4.82%. This indicates that BGLTX's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.