BSGLX vs. VOO
Compare and contrast key facts about Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) and Vanguard S&P 500 ETF (VOO).
BSGLX is managed by Baillie Gifford Funds. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSGLX or VOO.
Correlation
The correlation between BSGLX and VOO 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. VOO - Performance Comparison
Key characteristics
BSGLX:
1.18
VOO:
2.21
BSGLX:
1.73
VOO:
2.93
BSGLX:
1.22
VOO:
1.41
BSGLX:
0.59
VOO:
3.25
BSGLX:
6.95
VOO:
14.47
BSGLX:
3.72%
VOO:
1.90%
BSGLX:
21.91%
VOO:
12.43%
BSGLX:
-58.76%
VOO:
-33.99%
BSGLX:
-26.36%
VOO:
-2.87%
Returns By Period
The year-to-date returns for both stocks are quite close, with BSGLX having a 26.29% return and VOO slightly lower at 25.49%.
BSGLX
26.29%
-0.06%
11.26%
29.22%
10.20%
N/A
VOO
25.49%
0.01%
8.65%
27.45%
14.70%
13.04%
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BSGLX vs. VOO - Expense Ratio Comparison
BSGLX has a 0.80% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BSGLX vs. VOO - 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 Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
BSGLX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 0.91%.
| 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% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
BSGLX vs. VOO - Drawdown Comparison
The maximum BSGLX drawdown since its inception was -58.76%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BSGLX and VOO. For additional features, visit the drawdowns tool.
Volatility
BSGLX vs. VOO - Volatility Comparison
Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) has a higher volatility of 9.56% compared to Vanguard S&P 500 ETF (VOO) at 3.64%. This indicates that BSGLX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.