BARAX vs. VOT
Compare and contrast key facts about Baron Asset Fund (BARAX) and Vanguard Mid-Cap Growth ETF (VOT).
BARAX is managed by Baron Capital Group, Inc.. It was launched on Jun 12, 1987. VOT is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mid Cap Growth Index. It was launched on Aug 17, 2006.
Performance
BARAX vs. VOT - Performance Comparison
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BARAX vs. VOT - 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% |
VOT Vanguard Mid-Cap Growth ETF | -6.47% | 10.72% | 16.38% | 23.10% | -28.87% | 20.50% | 34.50% | 33.76% | -5.56% | 21.80% |
Returns By Period
In the year-to-date period, BARAX achieves a -7.87% return, which is significantly lower than VOT's -6.47% return. Both investments have delivered pretty close results over the past 10 years, with BARAX having a 10.32% annualized return and VOT not far ahead at 10.76%.
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%
VOT
- 1D
- 1.24%
- 1M
- -6.14%
- YTD
- -6.47%
- 6M
- -11.02%
- 1Y
- 6.52%
- 3Y*
- 10.95%
- 5Y*
- 4.30%
- 10Y*
- 10.76%
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BARAX vs. VOT - Expense Ratio Comparison
BARAX has a 1.29% expense ratio, which is higher than VOT's 0.07% expense ratio.
Return for Risk
BARAX vs. VOT — Risk / Return Rank
BARAX
VOT
BARAX vs. VOT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Asset Fund (BARAX) and Vanguard Mid-Cap Growth ETF (VOT). 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 | VOT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.13 | 0.31 | -0.18 |
Sortino ratioReturn per unit of downside risk | 0.35 | 0.59 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.08 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.36 | 0.45 | -0.09 |
Martin ratioReturn relative to average drawdown | 0.90 | 1.40 | -0.49 |
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 | VOT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.13 | 0.31 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.20 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.52 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.42 | +0.07 |
Correlation
The correlation between BARAX and VOT is 0.93, 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.
Dividends
BARAX vs. VOT - Dividend Comparison
BARAX's dividend yield for the trailing twelve months is around 12.49%, more than VOT's 0.71% 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% |
VOT Vanguard Mid-Cap Growth ETF | 0.71% | 0.64% | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.81% |
Drawdowns
BARAX vs. VOT - Drawdown Comparison
The maximum BARAX drawdown since its inception was -59.71%, roughly equal to the maximum VOT drawdown of -60.16%. Use the drawdown chart below to compare losses from any high point for BARAX and VOT.
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Drawdown Indicators
| BARAX | VOT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.71% | -60.16% | +0.45% |
Max Drawdown (1Y)Largest decline over 1 year | -11.12% | -15.96% | +4.84% |
Max Drawdown (5Y)Largest decline over 5 years | -37.53% | -37.19% | -0.34% |
Max Drawdown (10Y)Largest decline over 10 years | -37.53% | -37.19% | -0.34% |
Current DrawdownCurrent decline from peak | -9.28% | -12.28% | +3.00% |
Average DrawdownAverage peak-to-trough decline | -11.44% | -10.01% | -1.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.44% | 5.16% | -0.72% |
Volatility
BARAX vs. VOT - Volatility Comparison
The current volatility for Baron Asset Fund (BARAX) is 3.90%, while Vanguard Mid-Cap Growth ETF (VOT) has a volatility of 6.63%. This indicates that BARAX experiences smaller price fluctuations and is considered to be less risky than VOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BARAX | VOT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.90% | 6.63% | -2.73% |
Volatility (6M)Calculated over the trailing 6-month period | 11.83% | 12.39% | -0.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.02% | 21.04% | -2.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.56% | 21.33% | -1.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.79% | 20.92% | -1.13% |