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.
Performance
BEXIX vs. VWO - Performance Comparison
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BEXIX vs. VWO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BEXIX Baron Emerging Markets Fund | -2.35% | 30.11% | 7.91% | 8.29% | -25.82% | -6.06% | 29.71% | 18.85% | -18.48% | 40.63% |
VWO Vanguard FTSE Emerging Markets ETF | 0.54% | 25.60% | 10.59% | 9.25% | -17.98% | 1.26% | 15.17% | 20.75% | -14.76% | 31.49% |
Returns By Period
In the year-to-date period, BEXIX achieves a -2.35% return, which is significantly lower than VWO's 0.54% return. Over the past 10 years, BEXIX has underperformed VWO with an annualized return of 6.63%, while VWO has yielded a comparatively higher 7.63% annualized return.
BEXIX
- 1D
- -1.68%
- 1M
- -12.26%
- YTD
- -2.35%
- 6M
- -3.60%
- 1Y
- 23.35%
- 3Y*
- 13.07%
- 5Y*
- 0.71%
- 10Y*
- 6.63%
VWO
- 1D
- 3.11%
- 1M
- -6.97%
- YTD
- 0.54%
- 6M
- 1.72%
- 1Y
- 22.75%
- 3Y*
- 13.73%
- 5Y*
- 3.84%
- 10Y*
- 7.63%
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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.
Return for Risk
BEXIX vs. VWO — Risk / Return Rank
BEXIX
VWO
BEXIX vs. VWO - Risk-Adjusted Trends 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.
| BEXIX | VWO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 1.28 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.66 | 1.81 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.26 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | 1.85 | -0.29 |
Martin ratioReturn relative to average drawdown | 5.46 | 7.12 | -1.66 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BEXIX | VWO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 1.28 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.22 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.40 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.25 | +0.05 |
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.
Dividends
BEXIX vs. VWO - Dividend Comparison
BEXIX's dividend yield for the trailing twelve months is around 2.09%, less than VWO's 2.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BEXIX Baron Emerging Markets Fund | 2.09% | 2.04% | 0.81% | 0.69% | 0.00% | 1.88% | 0.35% | 0.46% | 0.49% | 0.45% | 0.76% | 0.39% |
VWO Vanguard FTSE Emerging Markets ETF | 2.68% | 2.79% | 3.20% | 3.52% | 4.11% | 2.63% | 1.91% | 3.23% | 2.88% | 2.30% | 2.52% | 3.26% |
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.
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Drawdown Indicators
| BEXIX | VWO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.58% | -67.68% | +22.10% |
Max Drawdown (1Y)Largest decline over 1 year | -13.32% | -12.23% | -1.09% |
Max Drawdown (5Y)Largest decline over 5 years | -42.00% | -32.80% | -9.20% |
Max Drawdown (10Y)Largest decline over 10 years | -45.58% | -36.39% | -9.19% |
Current DrawdownCurrent decline from peak | -13.32% | -8.41% | -4.91% |
Average DrawdownAverage peak-to-trough decline | -13.91% | -15.93% | +2.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.79% | 3.18% | +0.61% |
Volatility
BEXIX vs. VWO - Volatility Comparison
Baron Emerging Markets Fund (BEXIX) has a higher volatility of 9.11% compared to Vanguard FTSE Emerging Markets ETF (VWO) at 8.17%. 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.
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Volatility by Period
| BEXIX | VWO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.11% | 8.17% | +0.94% |
Volatility (6M)Calculated over the trailing 6-month period | 14.44% | 12.26% | +2.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.15% | 17.83% | +1.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.96% | 17.21% | -0.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.71% | 19.18% | -1.47% |