BARAX vs. VOO
Compare and contrast key facts about Baron Asset Fund (BARAX) and Vanguard S&P 500 ETF (VOO).
BARAX is managed by Baron Capital Group, Inc.. It was launched on Jun 12, 1987. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BARAX or VOO.
Correlation
The correlation between BARAX and VOO is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BARAX vs. VOO - Performance Comparison
Key characteristics
BARAX:
-0.89
VOO:
-0.07
BARAX:
-0.98
VOO:
0.01
BARAX:
0.82
VOO:
1.00
BARAX:
-0.54
VOO:
-0.07
BARAX:
-1.81
VOO:
-0.36
BARAX:
11.15%
VOO:
3.31%
BARAX:
22.67%
VOO:
15.79%
BARAX:
-61.00%
VOO:
-33.99%
BARAX:
-37.12%
VOO:
-17.13%
Returns By Period
In the year-to-date period, BARAX achieves a -10.78% return, which is significantly higher than VOO's -13.30% return. Over the past 10 years, BARAX has underperformed VOO with an annualized return of 2.13%, while VOO has yielded a comparatively higher 11.35% annualized return.
BARAX
-10.78%
-10.25%
-24.27%
-19.21%
3.46%
2.13%
VOO
-13.30%
-12.91%
-11.02%
0.06%
17.17%
11.35%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BARAX vs. VOO - Expense Ratio Comparison
BARAX has a 1.29% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BARAX vs. VOO — Risk-Adjusted Performance Rank
BARAX
VOO
BARAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Asset Fund (BARAX) 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.
Dividends
BARAX vs. VOO - Dividend Comparison
BARAX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.50%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BARAX Baron Asset Fund | 0.00% | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.50% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BARAX vs. VOO - Drawdown Comparison
The maximum BARAX drawdown since its inception was -61.00%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BARAX and VOO. For additional features, visit the drawdowns tool.
Volatility
BARAX vs. VOO - Volatility Comparison
The current volatility for Baron Asset Fund (BARAX) is 8.61%, while Vanguard S&P 500 ETF (VOO) has a volatility of 9.12%. This indicates that BARAX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.