BEXIX vs. VWO
Compare and contrast key facts about Baron Emerging Markets Fund (BEXIX) and Vanguard FTSE Emerging Markets ETF (VWO).
BEXIX is managed by Baron Capital Group, Inc.. It was launched on Dec 30, 2010. VWO is a passively managed fund by Vanguard that tracks the performance of the FTSE Emerging Index. It was launched on Mar 4, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BEXIX or VWO.
Correlation
The correlation between BEXIX and VWO is 0.85, 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
BEXIX vs. VWO - Performance Comparison
Key characteristics
BEXIX:
1.10
VWO:
1.17
BEXIX:
1.62
VWO:
1.71
BEXIX:
1.20
VWO:
1.21
BEXIX:
0.46
VWO:
0.86
BEXIX:
3.22
VWO:
3.59
BEXIX:
4.84%
VWO:
4.76%
BEXIX:
14.14%
VWO:
14.63%
BEXIX:
-45.58%
VWO:
-67.68%
BEXIX:
-24.21%
VWO:
-6.81%
Returns By Period
In the year-to-date period, BEXIX achieves a 5.20% return, which is significantly higher than VWO's 4.68% return. Over the past 10 years, BEXIX has underperformed VWO with an annualized return of 3.43%, while VWO has yielded a comparatively higher 4.02% annualized return.
BEXIX
5.20%
4.71%
3.14%
14.58%
1.86%
3.43%
VWO
4.68%
5.25%
5.82%
15.79%
4.42%
4.02%
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BEXIX vs. VWO - Expense Ratio Comparison
BEXIX has a 1.12% expense ratio, which is higher than VWO's 0.08% expense ratio.
Risk-Adjusted Performance
BEXIX vs. VWO — Risk-Adjusted Performance Rank
BEXIX
VWO
BEXIX vs. VWO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Emerging Markets Fund (BEXIX) and Vanguard FTSE Emerging Markets ETF (VWO). 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. VWO - Dividend Comparison
BEXIX's dividend yield for the trailing twelve months is around 0.77%, less than VWO's 3.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEXIX Baron Emerging Markets Fund | 0.77% | 0.81% | 0.68% | 0.00% | 1.88% | 0.35% | 0.46% | 0.49% | 0.45% | 0.39% | 0.39% | 0.45% |
VWO Vanguard FTSE Emerging Markets ETF | 3.06% | 3.20% | 3.52% | 4.11% | 2.63% | 1.91% | 3.24% | 2.88% | 2.30% | 2.52% | 3.26% | 2.86% |
Drawdowns
BEXIX vs. VWO - Drawdown Comparison
The maximum BEXIX drawdown since its inception was -45.58%, smaller than the maximum VWO drawdown of -67.68%. Use the drawdown chart below to compare losses from any high point for BEXIX and VWO. For additional features, visit the drawdowns tool.
Volatility
BEXIX vs. VWO - Volatility Comparison
Baron Emerging Markets Fund (BEXIX) has a higher volatility of 4.00% compared to Vanguard FTSE Emerging Markets ETF (VWO) at 3.57%. This indicates that BEXIX's price experiences larger fluctuations and is considered to be riskier than VWO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.