BGGG vs SPY

BGGG vs SPY

Which is better, BGGG or SPY?

Large Cap Growth against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 48.3%.

Lower Fees: SPYHigher Returns (1Y): SPYLess Concentrated: SPY

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBGGGSPY
Expense Ratio0.70%0.09%Best
AUM$302M$804.7B
Dividend Yield0.00%0.98%
Holdings43505
YTD Return-5.05%+11.52%Best
1Y Return-+17.48%
3Y Return (annualized)-+20.62%
5Y Return (annualized)-+12.73%
Top 10 Weight48.3%38.0%Best
Fund FamilyBaillie Gifford FundsState Street Investment Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJun 1, 2026Jan 22, 1993

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

BGGG vs SPY growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

BGGG vs SPY Performance

Baillie Gifford Long Term Global Growth ETF (BGGG) is an ETF from Baillie Gifford Funds and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Year to date, BGGG is down 5.05% versus a gain of 11.52% for SPY.

Past performance does not guarantee future results.

Fees and Cost Over Time

BGGG charges 0.70% per year while SPY charges 0.09%. On a $10,000 position that is $70 vs $9 annually, a gap of $61 per year that compounds over a long holding period. On income, BGGG currently yields 0.00% against 0.98% for SPY.

Holdings Overlap

BGGG already in SPY25.7%
SPY already in BGGG12.8%

25.7% of BGGG's money is in holdings SPY also owns. 12.8% of SPY's money is in holdings BGGG also owns.

BGGG and SPY share little of their money.

7 positions in common, counted across the 41 positions we hold weights for in BGGG and 504 in SPY, against full books of 43 and 505.

What only one of them owns

Our book lists 487 positions for SPY that do not appear in our book for BGGG (86.8% of the fund), and 17 for BGGG that do not appear in SPY (31.5%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in BGGGWeight in SPYDifference
NVDANvidia Corp.6.99%7.71%0.72%
AMZNAmazon.Com Inc6.91%4.08%2.83%
APPAppLovin Corp. Com Cl A4.19%0.17%4.02%
AXONAxon Enterprise Inc2.33%0.07%2.26%
ISRGIntuitive Surgical Inc1.93%0.20%1.73%
DXCMDexcom Inc.2.04%0.05%1.99%
NFLXNetflix, Inc.1.30%0.47%0.83%

25.7% of BGGG is already inside SPY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BGGGSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BGGG or SPY?

BGGG has an expense ratio of 0.70% while SPY charges 0.09%. SPY is the cheaper option, by $61 a year on a $10,000 investment.

What is the holdings overlap between BGGG and SPY?

25.7% of BGGG's money is in holdings SPY also owns. 12.8% of SPY's is in holdings BGGG also owns. They hold 7 positions in common, counted across the 41 positions we hold weights for in BGGG and 504 in SPY.

Which pays a higher dividend, BGGG or SPY?

BGGG yields 0.00% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than BGGG?

SPY has a lower expense ratio. SPY led over 1Y. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 48.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.