BFGFX vs. VGT
Compare and contrast key facts about Baron Focused Growth Fund (BFGFX) and Vanguard Information Technology ETF (VGT).
BFGFX is managed by Baron Capital Group, Inc.. It was launched on Jun 30, 2008. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BFGFX or VGT.
Correlation
The correlation between BFGFX and VGT is 0.67, 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
BFGFX vs. VGT - Performance Comparison
Key characteristics
BFGFX:
2.02
VGT:
1.55
BFGFX:
2.93
VGT:
2.05
BFGFX:
1.38
VGT:
1.28
BFGFX:
0.90
VGT:
2.18
BFGFX:
13.24
VGT:
7.80
BFGFX:
2.47%
VGT:
4.26%
BFGFX:
16.22%
VGT:
21.45%
BFGFX:
-56.92%
VGT:
-54.63%
BFGFX:
-12.80%
VGT:
-2.41%
Returns By Period
The year-to-date returns for both investments are quite close, with BFGFX having a 30.70% return and VGT slightly higher at 31.34%. Over the past 10 years, BFGFX has underperformed VGT with an annualized return of 12.86%, while VGT has yielded a comparatively higher 20.77% annualized return.
BFGFX
30.70%
7.13%
31.82%
30.59%
18.93%
12.86%
VGT
31.34%
2.11%
9.77%
31.45%
22.00%
20.77%
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BFGFX vs. VGT - Expense Ratio Comparison
BFGFX has a 1.32% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
BFGFX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Focused Growth Fund (BFGFX) and Vanguard Information Technology ETF (VGT). 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
BFGFX vs. VGT - Dividend Comparison
BFGFX has not paid dividends to shareholders, while VGT's dividend yield for the trailing twelve months is around 0.59%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFGFX Baron Focused Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.16% | 0.00% | 1.22% |
VGT Vanguard Information Technology ETF | 0.59% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
BFGFX vs. VGT - Drawdown Comparison
The maximum BFGFX drawdown since its inception was -56.92%, roughly equal to the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for BFGFX and VGT. For additional features, visit the drawdowns tool.
Volatility
BFGFX vs. VGT - Volatility Comparison
Baron Focused Growth Fund (BFGFX) has a higher volatility of 7.83% compared to Vanguard Information Technology ETF (VGT) at 5.62%. This indicates that BFGFX's price experiences larger fluctuations and is considered to be riskier than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.