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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BARIX or VOO.
Key characteristics
| BARIX | VOO | |
|---|---|---|
| YTD Return | -0.04% | 7.94% |
| 1Y Return | 14.81% | 28.21% |
| 3Y Return (Ann) | -1.62% | 8.82% |
| 5Y Return (Ann) | 7.40% | 13.59% |
| 10Y Return (Ann) | 9.92% | 12.69% |
| Sharpe Ratio | 0.98 | 2.33 |
| Daily Std Dev | 13.72% | 11.70% |
| Max Drawdown | -37.44% | -33.99% |
| Current Drawdown | -15.01% | -2.36% |
Correlation
The correlation between BARIX and VOO is 0.88, 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
BARIX vs. VOO - Performance Comparison
In the year-to-date period, BARIX achieves a -0.04% return, which is significantly lower than VOO's 7.94% return. Over the past 10 years, BARIX has underperformed VOO with an annualized return of 9.92%, while VOO has yielded a comparatively higher 12.69% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
BARIX vs. VOO - Risk-Adjusted Performance 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.
Dividends
BARIX vs. VOO - Dividend Comparison
BARIX's dividend yield for the trailing twelve months is around 3.28%, more than VOO's 1.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BARIX Baron Asset Fund Institutional Class | 3.28% | 3.28% | 0.01% | 7.26% | 2.92% | 1.70% | 0.00% | 7.01% | 4.74% | 11.23% | 6.41% | 8.88% |
VOO Vanguard S&P 500 ETF | 1.36% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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. For additional features, visit the drawdowns tool.
Volatility
BARIX vs. VOO - Volatility Comparison
Baron Asset Fund Institutional Class (BARIX) has a higher volatility of 4.41% compared to Vanguard S&P 500 ETF (VOO) at 4.09%. This indicates that BARIX'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.