Correlation
The correlation between BSGLX and SPY is 0.76, 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.
BSGLX vs. SPY
Compare and contrast key facts about Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) and SPDR S&P 500 ETF (SPY).
BSGLX is managed by Baillie Gifford Funds. 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: BSGLX or SPY.
Performance
BSGLX vs. SPY - Performance Comparison
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Key characteristics
BSGLX:
0.86
SPY:
0.68
BSGLX:
1.25
SPY:
1.11
BSGLX:
1.17
SPY:
1.16
BSGLX:
0.62
SPY:
0.75
BSGLX:
2.61
SPY:
2.86
BSGLX:
8.44%
SPY:
4.93%
BSGLX:
28.27%
SPY:
20.44%
BSGLX:
-56.63%
SPY:
-55.19%
BSGLX:
-12.83%
SPY:
-3.01%
Returns By Period
In the year-to-date period, BSGLX achieves a 9.54% return, which is significantly higher than SPY's 1.44% return.
BSGLX
9.54%
9.17%
10.27%
24.07%
19.29%
10.11%
N/A
SPY
1.44%
4.58%
-1.18%
13.82%
14.68%
15.35%
12.88%
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BSGLX vs. SPY - Expense Ratio Comparison
BSGLX has a 0.80% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
BSGLX vs. SPY — Risk-Adjusted Performance Rank
BSGLX
SPY
BSGLX vs. SPY - 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 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.
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Dividends
BSGLX vs. SPY - Dividend Comparison
BSGLX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.21%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSGLX Baillie Gifford Long Term Global Growth Fund Class I | 0.00% | 0.00% | 0.00% | 3.85% | 5.17% | 8.40% | 0.15% | 10.07% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.21% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
BSGLX vs. SPY - Drawdown Comparison
The maximum BSGLX drawdown since its inception was -56.63%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BSGLX and SPY.
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Volatility
BSGLX vs. SPY - Volatility Comparison
Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) has a higher volatility of 5.42% compared to SPDR S&P 500 ETF (SPY) at 4.85%. This indicates that BSGLX'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.
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