BCSIX vs. VBR

In the year-to-date period, BCSIX achieves a -0.28% return, which is significantly lower than VBR's 0.80% return. Over the past 10 years, BCSIX has underperformed VBR with an annualized return of -3.10%, while VBR has yielded a comparatively higher 9.09% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

BCSIX has a 1.25% expense ratio, which is higher than VBR's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Brown Capital Management Small Company Fund (BCSIX) and Vanguard Small-Cap Value ETF (VBR). 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.

The current BCSIX Sharpe Ratio is -0.59, which is lower than the VBR Sharpe Ratio of 0.96. The chart below compares the historical Sharpe Ratios of BCSIX and VBR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BCSIX has not paid dividends to shareholders, while VBR's dividend yield for the trailing twelve months is around 1.96%.

The maximum BCSIX drawdown since its inception was -65.88%, which is greater than VBR's maximum drawdown of -62.01%. Use the drawdown chart below to compare losses from any high point for BCSIX and VBR. For additional features, visit the drawdowns tool.

Brown Capital Management Small Company Fund (BCSIX) has a higher volatility of 5.77% compared to Vanguard Small-Cap Value ETF (VBR) at 5.25%. This indicates that BCSIX's price experiences larger fluctuations and is considered to be riskier than VBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.