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.
Correlation
The correlation between BSGLX 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
BSGLX vs. SPY - Performance Comparison
Key characteristics
BSGLX:
1.42
SPY:
2.21
BSGLX:
2.03
SPY:
2.93
BSGLX:
1.26
SPY:
1.41
BSGLX:
0.70
SPY:
3.26
BSGLX:
8.27
SPY:
14.43
BSGLX:
3.73%
SPY:
1.90%
BSGLX:
21.77%
SPY:
12.41%
BSGLX:
-58.76%
SPY:
-55.19%
BSGLX:
-25.41%
SPY:
-2.74%
Returns By Period
In the year-to-date period, BSGLX achieves a 27.91% return, which is significantly higher than SPY's 25.54% return.
BSGLX
27.91%
1.23%
12.96%
28.06%
10.47%
N/A
SPY
25.54%
-0.42%
8.90%
25.98%
14.66%
12.97%
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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 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.
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 0.86%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 0.86% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
BSGLX vs. SPY - Drawdown Comparison
The maximum BSGLX drawdown since its inception was -58.76%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BSGLX and SPY. For additional features, visit the drawdowns tool.
Volatility
BSGLX vs. SPY - Volatility Comparison
Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) has a higher volatility of 9.65% compared to SPDR S&P 500 ETF (SPY) at 3.72%. 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.