BEXIX vs. VOO
Compare and contrast key facts about Baron Emerging Markets Fund (BEXIX) and Vanguard S&P 500 ETF (VOO).
BEXIX is managed by Baron Capital Group, Inc.. It was launched on Dec 30, 2010. 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: BEXIX or VOO.
Key characteristics
| BEXIX | VOO | |
|---|---|---|
| YTD Return | 5.06% | 7.94% |
| 1Y Return | 12.05% | 28.21% |
| 3Y Return (Ann) | -7.69% | 8.82% |
| 5Y Return (Ann) | 1.39% | 13.59% |
| 10Y Return (Ann) | 2.74% | 12.69% |
| Sharpe Ratio | 1.01 | 2.33 |
| Daily Std Dev | 12.81% | 11.70% |
| Max Drawdown | -45.58% | -33.99% |
| Current Drawdown | -29.85% | -2.36% |
Correlation
The correlation between BEXIX and VOO is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BEXIX vs. VOO - Performance Comparison
In the year-to-date period, BEXIX achieves a 5.06% return, which is significantly lower than VOO's 7.94% return. Over the past 10 years, BEXIX has underperformed VOO with an annualized return of 2.74%, 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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BEXIX vs. VOO - Expense Ratio Comparison
BEXIX has a 1.12% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BEXIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Emerging Markets Fund (BEXIX) 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
BEXIX vs. VOO - Dividend Comparison
BEXIX's dividend yield for the trailing twelve months is around 0.65%, less than VOO's 1.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEXIX Baron Emerging Markets Fund | 0.65% | 0.69% | 0.00% | 1.88% | 0.35% | 0.43% | 0.49% | 0.45% | 0.39% | 0.39% | 0.45% | 0.00% |
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
BEXIX vs. VOO - Drawdown Comparison
The maximum BEXIX drawdown since its inception was -45.58%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BEXIX and VOO. For additional features, visit the drawdowns tool.
Volatility
BEXIX vs. VOO - Volatility Comparison
Baron Emerging Markets Fund (BEXIX) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.22% and 4.09%, 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.