BICIX vs. VONG
Compare and contrast key facts about Baillie Gifford International Smaller Companies Fund (BICIX) and Vanguard Russell 1000 Growth ETF (VONG).
BICIX is managed by Baillie Gifford Funds. It was launched on Dec 18, 2018. VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BICIX or VONG.
Key characteristics
| BICIX | VONG | |
|---|---|---|
| YTD Return | -4.92% | 9.46% |
| 1Y Return | -2.62% | 37.86% |
| 3Y Return (Ann) | -12.68% | 10.06% |
| 5Y Return (Ann) | 1.55% | 16.95% |
| Sharpe Ratio | -0.15 | 2.45 |
| Daily Std Dev | 16.75% | 15.17% |
| Max Drawdown | -52.78% | -32.72% |
| Current Drawdown | -38.69% | -2.26% |
Correlation
The correlation between BICIX and VONG 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
BICIX vs. VONG - Performance Comparison
In the year-to-date period, BICIX achieves a -4.92% return, which is significantly lower than VONG's 9.46% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BICIX vs. VONG - Expense Ratio Comparison
BICIX has a 0.99% expense ratio, which is higher than VONG's 0.08% expense ratio.
Risk-Adjusted Performance
BICIX vs. VONG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford International Smaller Companies Fund (BICIX) and Vanguard Russell 1000 Growth ETF (VONG). 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
BICIX vs. VONG - Dividend Comparison
BICIX's dividend yield for the trailing twelve months is around 2.80%, more than VONG's 0.68% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BICIX Baillie Gifford International Smaller Companies Fund | 2.80% | 2.66% | 0.11% | 0.39% | 4.48% | 0.86% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VONG Vanguard Russell 1000 Growth ETF | 0.68% | 0.71% | 0.98% | 0.58% | 0.77% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% | 1.28% |
Drawdowns
BICIX vs. VONG - Drawdown Comparison
The maximum BICIX drawdown since its inception was -52.78%, which is greater than VONG's maximum drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for BICIX and VONG. For additional features, visit the drawdowns tool.
Volatility
BICIX vs. VONG - Volatility Comparison
Baillie Gifford International Smaller Companies Fund (BICIX) and Vanguard Russell 1000 Growth ETF (VONG) have volatilities of 5.48% and 5.54%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.