BGUS vs SPY
Baillie Gifford US Equity Growth ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BGUS | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.60% | 0.09% | |
| AUM | - | $821.1B | |
| Dividend Yield | 0.00% | 1.01% | |
| Holdings | 50 | 505 | |
| YTD Return | +7.18% | +13.17% | |
| 1Y Return | - | +21.53% | |
| 3Y Return (annualized) | - | +22.06% | |
| 5Y Return (annualized) | - | +13.35% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | -3.3% | -56.5% | |
| Fund Family | Baillie Gifford Funds | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Jul 27, 2026 | Jan 22, 1993 |
BGUS vs SPY Performance
Baillie Gifford US Equity Growth ETF (BGUS) is a ETF from Baillie Gifford Funds and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, BGUS is up 7.18% versus a gain of 13.17% for SPY.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -3.3% for BGUS and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
BGUS charges 0.60% per year while SPY charges 0.09%. On a $10,000 position that is $60 vs $9 annually, a gap of $51 per year that compounds over a long holding period. On income, BGUS currently yields 0.00% against 1.01% for SPY.
Holdings Overlap
BGUS and SPY share 18 holdings out of 536 unique holdings combined, representing a 23.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BGUS or SPY?
BGUS has an expense ratio of 0.60% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $51 per year of difference.
What is the holdings overlap between BGUS and SPY?
BGUS and SPY share 18 common holdings with a 23.0% weight overlap. Combined, they hold 536 unique securities.
Which pays a higher dividend, BGUS or SPY?
BGUS yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
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