BGLTX vs. SPY
Compare and contrast key facts about Baillie Gifford Long Term Global Growth Fund (BGLTX) and SPDR S&P 500 ETF (SPY).
BGLTX is managed by Baillie Gifford Funds. It was launched on Jun 9, 2014. 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: BGLTX or SPY.
Correlation
The correlation between BGLTX and SPY is 0.75, 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
BGLTX vs. SPY - Performance Comparison
Key characteristics
BGLTX:
1.64
SPY:
1.91
BGLTX:
2.31
SPY:
2.57
BGLTX:
1.30
SPY:
1.35
BGLTX:
0.87
SPY:
2.88
BGLTX:
9.09
SPY:
11.96
BGLTX:
3.92%
SPY:
2.03%
BGLTX:
21.81%
SPY:
12.68%
BGLTX:
-58.69%
SPY:
-55.19%
BGLTX:
-16.30%
SPY:
0.00%
Returns By Period
In the year-to-date period, BGLTX achieves a 14.46% return, which is significantly higher than SPY's 4.34% return.
BGLTX
14.46%
10.29%
25.70%
34.44%
10.00%
N/A
SPY
4.34%
2.33%
10.15%
23.99%
14.44%
13.21%
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BGLTX vs. SPY - Expense Ratio Comparison
BGLTX has a 0.73% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
BGLTX vs. SPY — Risk-Adjusted Performance Rank
BGLTX
SPY
BGLTX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford Long Term Global Growth Fund (BGLTX) 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
BGLTX vs. SPY - Dividend Comparison
BGLTX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.16%.
| 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% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
BGLTX vs. SPY - Drawdown Comparison
The maximum BGLTX drawdown since its inception was -58.69%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BGLTX and SPY. For additional features, visit the drawdowns tool.
Volatility
BGLTX vs. SPY - Volatility Comparison
Baillie Gifford Long Term Global Growth Fund (BGLTX) has a higher volatility of 4.77% compared to SPDR S&P 500 ETF (SPY) at 3.13%. This indicates that BGLTX'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.