BGGG vs SROI
Baillie Gifford Long Term Global Growth ETF vs Calamos Antetokounmpo Global Sustainable Equities ETF
Which is better, BGGG or SROI?
SROI has been ahead.
BGGG has a lower expense ratio. SROI led over 1Y. SROI is less concentrated, with 32.0% of the fund in its ten largest positions against 52.5%.
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
| Metric | BGGG | SROI |
|---|---|---|
| Expense Ratio | 0.70%Best | 0.95% |
| AUM | $282M | $17M |
| Dividend Yield | 0.00% | 0.54% |
| Holdings | 43 | 130 |
| YTD Return | -6.81% | +10.48%Best |
| 1Y Return | - | +13.66% |
| 3Y Return (annualized) | - | +16.01% |
| Top 10 Weight | 52.5% | 32.0%Best |
| Fund Family | Baillie Gifford Funds | Calamos Investments |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jun 1, 2026 | Feb 3, 2023 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
BGGG vs SROI 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 SROI Performance
Baillie Gifford Long Term Global Growth ETF (BGGG) is an ETF from Baillie Gifford Funds and Calamos Antetokounmpo Global Sustainable Equities ETF (SROI) is an ETF from Calamos Investments. Year to date, BGGG is down 6.81% versus a gain of 10.48% for SROI.
Past performance does not guarantee future results.
Fees and Cost Over Time
BGGG charges 0.70% per year while SROI charges 0.95%. On a $10,000 position that is $70 vs $95 annually, a gap of $25 per year that compounds over a long holding period. On income, BGGG currently yields 0.00% against 0.54% for SROI.
Holdings Overlap
24.0% of BGGG's money is in holdings SROI also owns. 8.8% of SROI's money is in holdings BGGG also owns.
BGGG and SROI share little of their money.
6 positions in common, counted across the 40 positions we hold weights for in BGGG and 123 in SROI, against full books of 43 and 130.
What only one of them owns
Our book lists 58 positions for SROI that do not appear in our book for BGGG (52.1% of the fund), and 19 for BGGG that do not appear in SROI (37.5%).
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.
24.0% of BGGG is already inside SROI.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BGGG or SROI?
BGGG has an expense ratio of 0.70% while SROI charges 0.95%. BGGG is the cheaper option, by $25 a year on a $10,000 investment.
What is the holdings overlap between BGGG and SROI?
24.0% of BGGG's money is in holdings SROI also owns. 8.8% of SROI's is in holdings BGGG also owns. They hold 6 positions in common, counted across the 40 positions we hold weights for in BGGG and 123 in SROI.
Which pays a higher dividend, BGGG or SROI?
BGGG yields 0.00% while SROI yields 0.54%, so SROI currently pays the higher dividend yield.
Is SROI better than BGGG?
BGGG has a lower expense ratio. SROI led over 1Y. SROI is less concentrated, with 32.0% of the fund in its ten largest positions against 52.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.