BARAX vs. VCIT
Compare and contrast key facts about Baron Asset Fund (BARAX) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT).
BARAX is managed by Baron Capital Group, Inc.. It was launched on Jun 12, 1987. VCIT is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 5-10 Year Corp Index. It was launched on Nov 19, 2009.
Performance
BARAX vs. VCIT - Performance Comparison
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BARAX vs. VCIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BARAX Baron Asset Fund | -7.87% | 7.89% | 10.35% | 17.05% | -26.06% | 13.88% | 32.98% | 37.64% | -0.15% | 26.18% |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | -0.31% | 9.34% | 3.20% | 8.98% | -13.98% | -1.77% | 9.46% | 14.10% | -1.74% | 5.31% |
Returns By Period
In the year-to-date period, BARAX achieves a -7.87% return, which is significantly lower than VCIT's -0.31% return. Over the past 10 years, BARAX has outperformed VCIT with an annualized return of 10.32%, while VCIT has yielded a comparatively lower 3.08% annualized return.
BARAX
- 1D
- 1.64%
- 1M
- -5.84%
- YTD
- -7.87%
- 6M
- -0.37%
- 1Y
- 2.50%
- 3Y*
- 6.84%
- 5Y*
- 1.42%
- 10Y*
- 10.32%
VCIT
- 1D
- 0.14%
- 1M
- -1.52%
- YTD
- -0.31%
- 6M
- 0.49%
- 1Y
- 5.98%
- 3Y*
- 5.60%
- 5Y*
- 1.45%
- 10Y*
- 3.08%
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BARAX vs. VCIT - Expense Ratio Comparison
BARAX has a 1.29% expense ratio, which is higher than VCIT's 0.04% expense ratio.
Return for Risk
BARAX vs. VCIT — Risk / Return Rank
BARAX
VCIT
BARAX vs. VCIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Asset Fund (BARAX) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT). 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.
| BARAX | VCIT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.13 | 1.24 | -1.11 |
Sortino ratioReturn per unit of downside risk | 0.35 | 1.73 | -1.38 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.23 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.36 | 2.08 | -1.72 |
Martin ratioReturn relative to average drawdown | 0.90 | 7.27 | -6.37 |
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
| BARAX | VCIT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.13 | 1.24 | -1.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.22 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.49 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.76 | -0.27 |
Correlation
The correlation between BARAX and VCIT is 0.06, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BARAX vs. VCIT - Dividend Comparison
BARAX's dividend yield for the trailing twelve months is around 12.49%, more than VCIT's 4.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BARAX Baron Asset Fund | 12.49% | 11.51% | 19.23% | 3.48% | 0.01% | 7.65% | 3.05% | 1.78% | 7.42% | 7.25% | 4.88% | 11.50% |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | 4.76% | 4.62% | 4.43% | 3.72% | 3.03% | 2.87% | 2.78% | 3.37% | 3.61% | 3.21% | 3.29% | 3.34% |
Drawdowns
BARAX vs. VCIT - Drawdown Comparison
The maximum BARAX drawdown since its inception was -59.71%, which is greater than VCIT's maximum drawdown of -20.56%. Use the drawdown chart below to compare losses from any high point for BARAX and VCIT.
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Drawdown Indicators
| BARAX | VCIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.71% | -20.56% | -39.15% |
Max Drawdown (1Y)Largest decline over 1 year | -11.12% | -2.99% | -8.13% |
Max Drawdown (5Y)Largest decline over 5 years | -37.53% | -20.56% | -16.97% |
Max Drawdown (10Y)Largest decline over 10 years | -37.53% | -20.56% | -16.97% |
Current DrawdownCurrent decline from peak | -9.28% | -1.84% | -7.44% |
Average DrawdownAverage peak-to-trough decline | -11.44% | -3.18% | -8.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.44% | 0.86% | +3.58% |
Volatility
BARAX vs. VCIT - Volatility Comparison
Baron Asset Fund (BARAX) has a higher volatility of 3.90% compared to Vanguard Intermediate-Term Corporate Bond ETF (VCIT) at 2.08%. This indicates that BARAX's price experiences larger fluctuations and is considered to be riskier than VCIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BARAX | VCIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.90% | 2.08% | +1.82% |
Volatility (6M)Calculated over the trailing 6-month period | 11.83% | 2.84% | +8.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.02% | 4.85% | +14.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.56% | 6.60% | +12.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.79% | 6.27% | +13.52% |