BFGFX vs. MOAT
Compare and contrast key facts about Baron Focused Growth Fund (BFGFX) and VanEck Vectors Morningstar Wide Moat ETF (MOAT).
BFGFX is managed by Baron Capital Group, Inc.. It was launched on Jun 30, 2008. MOAT is a passively managed fund by VanEck that tracks the performance of the Morningstar Wide Moat Focus Index. It was launched on Apr 24, 2012.
Performance
BFGFX vs. MOAT - Performance Comparison
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BFGFX vs. MOAT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BFGFX Baron Focused Growth Fund | -5.05% | 21.94% | 29.52% | 27.40% | -28.21% | 18.67% | 122.38% | 30.05% | 3.76% | 26.36% |
MOAT VanEck Vectors Morningstar Wide Moat ETF | -6.87% | 13.20% | 10.73% | 31.89% | -13.66% | 24.12% | 14.84% | 34.79% | -1.28% | 23.18% |
Returns By Period
In the year-to-date period, BFGFX achieves a -5.05% return, which is significantly higher than MOAT's -6.87% return. Over the past 10 years, BFGFX has outperformed MOAT with an annualized return of 20.15%, while MOAT has yielded a comparatively lower 13.46% annualized return.
BFGFX
- 1D
- 2.40%
- 1M
- -6.03%
- YTD
- -5.05%
- 6M
- 6.51%
- 1Y
- 25.31%
- 3Y*
- 18.65%
- 5Y*
- 10.00%
- 10Y*
- 20.15%
MOAT
- 1D
- -0.26%
- 1M
- -9.39%
- YTD
- -6.87%
- 6M
- -2.70%
- 1Y
- 11.53%
- 3Y*
- 10.62%
- 5Y*
- 7.92%
- 10Y*
- 13.46%
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BFGFX vs. MOAT - Expense Ratio Comparison
BFGFX has a 1.32% expense ratio, which is higher than MOAT's 0.48% expense ratio.
Return for Risk
BFGFX vs. MOAT — Risk / Return Rank
BFGFX
MOAT
BFGFX vs. MOAT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Focused Growth Fund (BFGFX) and VanEck Vectors Morningstar Wide Moat ETF (MOAT). 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.
| BFGFX | MOAT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 0.59 | +0.54 |
Sortino ratioReturn per unit of downside risk | 1.99 | 0.98 | +1.01 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.13 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 2.29 | 0.83 | +1.45 |
Martin ratioReturn relative to average drawdown | 8.56 | 3.12 | +5.44 |
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
| BFGFX | MOAT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 0.59 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.44 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.72 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.75 | -0.06 |
Correlation
The correlation between BFGFX and MOAT is 0.72, 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
BFGFX vs. MOAT - Dividend Comparison
BFGFX has not paid dividends to shareholders, while MOAT's dividend yield for the trailing twelve months is around 1.46%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFGFX Baron Focused Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 12.28% | 15.53% | 2.85% | 1.78% | 1.07% | 2.11% | 6.02% | 5.80% |
MOAT VanEck Vectors Morningstar Wide Moat ETF | 1.46% | 1.36% | 1.37% | 0.86% | 1.25% | 1.08% | 1.46% | 1.31% | 1.79% | 1.07% | 1.17% | 2.13% |
Drawdowns
BFGFX vs. MOAT - Drawdown Comparison
The maximum BFGFX drawdown since its inception was -59.52%, which is greater than MOAT's maximum drawdown of -33.31%. Use the drawdown chart below to compare losses from any high point for BFGFX and MOAT.
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Drawdown Indicators
| BFGFX | MOAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.52% | -33.31% | -26.21% |
Max Drawdown (1Y)Largest decline over 1 year | -11.95% | -13.30% | +1.35% |
Max Drawdown (5Y)Largest decline over 5 years | -35.93% | -23.96% | -11.97% |
Max Drawdown (10Y)Largest decline over 10 years | -43.62% | -33.31% | -10.31% |
Current DrawdownCurrent decline from peak | -7.56% | -10.42% | +2.86% |
Average DrawdownAverage peak-to-trough decline | -12.43% | -3.80% | -8.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.19% | 3.55% | -0.36% |
Volatility
BFGFX vs. MOAT - Volatility Comparison
Baron Focused Growth Fund (BFGFX) and VanEck Vectors Morningstar Wide Moat ETF (MOAT) have volatilities of 4.99% and 4.78%, 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.
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Volatility by Period
| BFGFX | MOAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.99% | 4.78% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 15.79% | 10.10% | +5.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.03% | 19.76% | +3.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.57% | 18.09% | +4.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.96% | 18.71% | +5.25% |