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.
Performance
BSGLX vs. VOO - Performance Comparison
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BSGLX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSGLX Baillie Gifford Long Term Global Growth Fund Class I | -19.24% | 16.26% | 24.92% | 36.43% | -46.11% | 2.37% | 101.90% | 33.40% | -1.42% | 24.21% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 13.84% |
Returns By Period
In the year-to-date period, BSGLX achieves a -19.24% return, which is significantly lower than VOO's -4.42% return.
BSGLX
- 1D
- -0.93%
- 1M
- -9.96%
- YTD
- -19.24%
- 6M
- -24.40%
- 1Y
- -0.45%
- 3Y*
- 10.41%
- 5Y*
- -2.06%
- 10Y*
- —
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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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.
Return for Risk
BSGLX vs. VOO — Risk / Return Rank
BSGLX
VOO
BSGLX vs. VOO - Risk-Adjusted Trends 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.
| BSGLX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.07 | 0.98 | -1.05 |
Sortino ratioReturn per unit of downside risk | 0.08 | 1.50 | -1.42 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.23 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | -0.17 | 1.53 | -1.70 |
Martin ratioReturn relative to average drawdown | -0.50 | 7.29 | -7.79 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BSGLX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.07 | 0.98 | -1.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | 0.70 | -0.77 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.83 | -0.38 |
Correlation
The correlation between BSGLX and VOO 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.
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 1.19%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSGLX Baillie Gifford Long Term Global Growth Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 3.85% | 5.17% | 8.40% | 0.15% | 10.07% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
BSGLX vs. VOO - Drawdown Comparison
The maximum BSGLX drawdown since its inception was -56.23%, 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.
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Drawdown Indicators
| BSGLX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.23% | -33.99% | -22.24% |
Max Drawdown (1Y)Largest decline over 1 year | -25.69% | -11.98% | -13.71% |
Max Drawdown (5Y)Largest decline over 5 years | -56.21% | -24.52% | -31.69% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.99% | — |
Current DrawdownCurrent decline from peak | -25.69% | -6.29% | -19.40% |
Average DrawdownAverage peak-to-trough decline | -17.83% | -3.72% | -14.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.62% | 2.52% | +6.10% |
Volatility
BSGLX vs. VOO - Volatility Comparison
Baillie Gifford Long Term Global Growth Fund Class I (BSGLX) has a higher volatility of 7.55% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. 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.
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Volatility by Period
| BSGLX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.55% | 5.29% | +2.26% |
Volatility (6M)Calculated over the trailing 6-month period | 16.32% | 9.44% | +6.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.54% | 18.10% | +7.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.84% | 16.82% | +13.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.13% | 17.99% | +10.14% |