BGLTX vs. MOAT
Compare and contrast key facts about Baillie Gifford Long Term Global Growth Fund (BGLTX) and VanEck Vectors Morningstar Wide Moat ETF (MOAT).
BGLTX is managed by Baillie Gifford Funds. It was launched on Jun 9, 2014. MOAT is a passively managed fund by VanEck that tracks the performance of the Morningstar Wide Moat Focus Index. It was launched on Apr 24, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGLTX or MOAT.
Correlation
The correlation between BGLTX and MOAT is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BGLTX vs. MOAT - Performance Comparison
Key characteristics
BGLTX:
1.64
MOAT:
0.81
BGLTX:
2.31
MOAT:
1.17
BGLTX:
1.30
MOAT:
1.15
BGLTX:
0.87
MOAT:
1.42
BGLTX:
9.09
MOAT:
3.34
BGLTX:
3.92%
MOAT:
2.81%
BGLTX:
21.81%
MOAT:
11.52%
BGLTX:
-58.69%
MOAT:
-33.31%
BGLTX:
-16.30%
MOAT:
-5.41%
Returns By Period
In the year-to-date period, BGLTX achieves a 14.46% return, which is significantly higher than MOAT's -0.64% return.
BGLTX
14.46%
10.29%
25.70%
34.44%
10.00%
N/A
MOAT
-0.64%
-2.10%
0.94%
8.68%
11.66%
13.04%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BGLTX vs. MOAT - Expense Ratio Comparison
BGLTX has a 0.73% expense ratio, which is higher than MOAT's 0.48% expense ratio.
Risk-Adjusted Performance
BGLTX vs. MOAT — Risk-Adjusted Performance Rank
BGLTX
MOAT
BGLTX vs. MOAT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford Long Term Global Growth Fund (BGLTX) and VanEck Vectors Morningstar Wide Moat ETF (MOAT). 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
BGLTX vs. MOAT - Dividend Comparison
BGLTX has not paid dividends to shareholders, while MOAT's dividend yield for the trailing twelve months is around 1.38%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGLTX Baillie Gifford Long Term Global 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% |
MOAT VanEck Vectors Morningstar Wide Moat ETF | 1.38% | 1.37% | 0.86% | 1.25% | 1.08% | 1.45% | 1.31% | 1.79% | 1.07% | 1.17% | 2.13% | 1.34% |
Drawdowns
BGLTX vs. MOAT - Drawdown Comparison
The maximum BGLTX drawdown since its inception was -58.69%, which is greater than MOAT's maximum drawdown of -33.31%. Use the drawdown chart below to compare losses from any high point for BGLTX and MOAT. For additional features, visit the drawdowns tool.
Volatility
BGLTX vs. MOAT - Volatility Comparison
Baillie Gifford Long Term Global Growth Fund (BGLTX) has a higher volatility of 4.77% compared to VanEck Vectors Morningstar Wide Moat ETF (MOAT) at 3.07%. This indicates that BGLTX's price experiences larger fluctuations and is considered to be riskier than MOAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.