BDAIX vs. VOO
Compare and contrast key facts about Baron Durable Advantage Fund (BDAIX) and Vanguard S&P 500 ETF (VOO).
BDAIX is managed by Baron Capital Group, Inc.. It was launched on Dec 29, 2017. 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: BDAIX or VOO.
Correlation
The correlation between BDAIX and VOO 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.
Performance
BDAIX vs. VOO - Performance Comparison
Key characteristics
BDAIX:
1.31
VOO:
1.73
BDAIX:
1.79
VOO:
2.34
BDAIX:
1.24
VOO:
1.32
BDAIX:
2.45
VOO:
2.61
BDAIX:
9.58
VOO:
10.89
BDAIX:
2.15%
VOO:
2.02%
BDAIX:
15.68%
VOO:
12.77%
BDAIX:
-33.57%
VOO:
-33.99%
BDAIX:
-2.05%
VOO:
-1.05%
Returns By Period
In the year-to-date period, BDAIX achieves a 3.49% return, which is significantly higher than VOO's 2.97% return.
BDAIX
3.49%
4.22%
13.00%
23.17%
16.36%
N/A
VOO
2.97%
3.78%
11.71%
23.82%
14.14%
13.21%
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BDAIX vs. VOO - Expense Ratio Comparison
BDAIX has a 1.48% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BDAIX vs. VOO — Risk-Adjusted Performance Rank
BDAIX
VOO
BDAIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Durable Advantage Fund (BDAIX) 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
BDAIX vs. VOO - Dividend Comparison
BDAIX's dividend yield for the trailing twelve months is around 0.22%, less than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BDAIX Baron Durable Advantage Fund | 0.22% | 0.23% | 0.10% | 0.00% | 0.04% | 0.12% | 0.00% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BDAIX vs. VOO - Drawdown Comparison
The maximum BDAIX drawdown since its inception was -33.57%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BDAIX and VOO. For additional features, visit the drawdowns tool.
Volatility
BDAIX vs. VOO - Volatility Comparison
Baron Durable Advantage Fund (BDAIX) has a higher volatility of 4.39% compared to Vanguard S&P 500 ETF (VOO) at 3.44%. This indicates that BDAIX'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.