BDFIX vs. AVUV

In the year-to-date period, BDFIX achieves a -4.21% return, which is significantly higher than AVUV's -13.30% return.

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BDFIX has a 1.05% expense ratio, which is higher than AVUV's 0.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baron Discovery Fund (BDFIX) and Avantis U.S. Small Cap Value ETF (AVUV). 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 BDFIX Sharpe Ratio is 0.54, which is higher than the AVUV Sharpe Ratio of -0.26. The chart below compares the historical Sharpe Ratios of BDFIX and AVUV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BDFIX has not paid dividends to shareholders, while AVUV's dividend yield for the trailing twelve months is around 1.91%.

The maximum BDFIX drawdown since its inception was -48.23%, roughly equal to the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for BDFIX and AVUV. For additional features, visit the drawdowns tool.

Baron Discovery Fund (BDFIX) and Avantis U.S. Small Cap Value ETF (AVUV) have volatilities of 15.72% and 15.35%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.