BAFWX vs. VOO

In the year-to-date period, BAFWX achieves a -0.40% return, which is significantly lower than VOO's 0.46% return. Both investments have delivered pretty close results over the past 10 years, with BAFWX having a 13.22% annualized return and VOO not far behind at 12.74%.

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BAFWX has a 0.64% expense ratio, which is higher than VOO's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Brown Advisory Sustainable Growth Fund Institutional Shares (BAFWX) 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.

The current BAFWX Sharpe Ratio is 0.20, which is lower than the VOO Sharpe Ratio of 0.74. The chart below compares the historical Sharpe Ratios of BAFWX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BAFWX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.29%.

The maximum BAFWX drawdown since its inception was -37.99%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BAFWX and VOO. For additional features, visit the drawdowns tool.

Brown Advisory Sustainable Growth Fund Institutional Shares (BAFWX) has a higher volatility of 7.41% compared to Vanguard S&P 500 ETF (VOO) at 6.22%. This indicates that BAFWX'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.