BSGLX vs. AIEQ
Compare and contrast key facts about Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) and AI Powered Equity ETF (AIEQ).
BSGLX is managed by Baillie Gifford Funds. AIEQ is an actively managed fund by ETFMG. It was launched on Oct 17, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSGLX or AIEQ.
Key characteristics
| BSGLX | AIEQ | |
|---|---|---|
| YTD Return | 25.98% | 14.00% |
| 1Y Return | 38.22% | 31.78% |
| 3Y Return (Ann) | -9.19% | -2.08% |
| 5Y Return (Ann) | 11.91% | 9.05% |
| Sharpe Ratio | 1.97 | 1.78 |
| Sortino Ratio | 2.65 | 2.46 |
| Omega Ratio | 1.34 | 1.32 |
| Calmar Ratio | 0.83 | 1.11 |
| Martin Ratio | 10.71 | 8.51 |
| Ulcer Index | 3.66% | 3.86% |
| Daily Std Dev | 19.89% | 18.50% |
| Max Drawdown | -58.76% | -38.97% |
| Current Drawdown | -26.53% | -6.60% |
Correlation
The correlation between BSGLX and AIEQ is 0.79, 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
BSGLX vs. AIEQ - Performance Comparison
In the year-to-date period, BSGLX achieves a 25.98% return, which is significantly higher than AIEQ's 14.00% 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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BSGLX vs. AIEQ - Expense Ratio Comparison
Both BSGLX and AIEQ have an expense ratio of 0.80%.
Risk-Adjusted Performance
BSGLX vs. AIEQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) and AI Powered Equity ETF (AIEQ). 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
BSGLX vs. AIEQ - Dividend Comparison
BSGLX has not paid dividends to shareholders, while AIEQ's dividend yield for the trailing twelve months is around 0.63%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
BSGLX Baillie Gifford Long Term Global Growth Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AIEQ AI Powered Equity ETF | 0.63% | 0.97% | 0.11% | 1.76% | 0.39% | 0.60% | 9.11% | 0.16% |
Drawdowns
BSGLX vs. AIEQ - Drawdown Comparison
The maximum BSGLX drawdown since its inception was -58.76%, which is greater than AIEQ's maximum drawdown of -38.97%. Use the drawdown chart below to compare losses from any high point for BSGLX and AIEQ. For additional features, visit the drawdowns tool.
Volatility
BSGLX vs. AIEQ - Volatility Comparison
Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) and AI Powered Equity ETF (AIEQ) have volatilities of 5.29% and 5.32%, 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.