BARIX vs. VOO
Compare and contrast key facts about Baron Asset Fund Institutional Class (BARIX) and Vanguard S&P 500 ETF (VOO).
BARIX is managed by Baron Capital Group. It was launched on May 29, 2009. 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.
Performance
BARIX vs. VOO - Performance Comparison
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BARIX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BARIX Baron Asset Fund Institutional Class | -9.30% | 8.17% | 10.64% | 17.36% | -25.87% | 14.17% | 33.32% | 37.98% | 0.13% | 26.55% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, BARIX achieves a -9.30% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, BARIX has underperformed VOO with an annualized return of 10.43%, while VOO has yielded a comparatively higher 14.05% annualized return.
BARIX
- 1D
- 0.01%
- 1M
- -7.56%
- YTD
- -9.30%
- 6M
- -2.18%
- 1Y
- 1.03%
- 3Y*
- 6.54%
- 5Y*
- 1.73%
- 10Y*
- 10.43%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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BARIX vs. VOO - Expense Ratio Comparison
BARIX has a 1.03% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
BARIX vs. VOO — Risk / Return Rank
BARIX
VOO
BARIX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Asset Fund Institutional Class (BARIX) 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.
| BARIX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.14 | 0.98 | -0.84 |
Sortino ratioReturn per unit of downside risk | 0.36 | 1.50 | -1.14 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.23 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.09 | 1.53 | -1.44 |
Martin ratioReturn relative to average drawdown | 0.23 | 7.29 | -7.06 |
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
| BARIX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | 0.98 | -0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.70 | -0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.78 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.83 | -0.19 |
Correlation
The correlation between BARIX and VOO is 0.86, 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
BARIX vs. VOO - Dividend Comparison
BARIX's dividend yield for the trailing twelve months is around 11.67%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BARIX Baron Asset Fund Institutional Class | 11.67% | 10.59% | 17.88% | 3.28% | 0.01% | 7.26% | 2.92% | 1.70% | 7.14% | 7.01% | 4.74% | 11.23% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
BARIX vs. VOO - Drawdown Comparison
The maximum BARIX drawdown since its inception was -37.44%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BARIX and VOO.
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Drawdown Indicators
| BARIX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.44% | -33.99% | -3.45% |
Max Drawdown (1Y)Largest decline over 1 year | -11.12% | -11.98% | +0.86% |
Max Drawdown (5Y)Largest decline over 5 years | -37.44% | -24.52% | -12.92% |
Max Drawdown (10Y)Largest decline over 10 years | -37.44% | -33.99% | -3.45% |
Current DrawdownCurrent decline from peak | -10.67% | -6.29% | -4.38% |
Average DrawdownAverage peak-to-trough decline | -6.74% | -3.72% | -3.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.37% | 2.52% | +1.85% |
Volatility
BARIX vs. VOO - Volatility Comparison
The current volatility for Baron Asset Fund Institutional Class (BARIX) is 3.35%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that BARIX 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.
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Volatility by Period
| BARIX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.35% | 5.29% | -1.94% |
Volatility (6M)Calculated over the trailing 6-month period | 11.71% | 9.44% | +2.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.99% | 18.10% | +0.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.65% | 16.82% | +2.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.83% | 17.99% | +1.84% |