BFGFX vs. VONG
Compare and contrast key facts about Baron Focused Growth Fund (BFGFX) and Vanguard Russell 1000 Growth ETF (VONG).
BFGFX is managed by Baron Capital Group, Inc.. It was launched on Jun 30, 2008. VONG is a passively managed fund by Vanguard that tracks the performance of the Russell 1000 Growth Index. It was launched on Sep 20, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BFGFX or VONG.
Key characteristics
| BFGFX | VONG | |
|---|---|---|
| YTD Return | -1.48% | 8.55% |
| 1Y Return | 11.70% | 34.13% |
| 3Y Return (Ann) | 1.19% | 9.06% |
| 5Y Return (Ann) | 22.04% | 17.01% |
| 10Y Return (Ann) | 15.47% | 15.61% |
| Sharpe Ratio | 0.87 | 2.34 |
| Daily Std Dev | 15.21% | 14.98% |
| Max Drawdown | -56.92% | -32.72% |
| Current Drawdown | -17.71% | -3.07% |
Correlation
The correlation between BFGFX and VONG is 0.80, 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
BFGFX vs. VONG - Performance Comparison
In the year-to-date period, BFGFX achieves a -1.48% return, which is significantly lower than VONG's 8.55% return. Both investments have delivered pretty close results over the past 10 years, with BFGFX having a 15.47% annualized return and VONG not far ahead at 15.61%. 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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BFGFX vs. VONG - Expense Ratio Comparison
BFGFX has a 1.32% expense ratio, which is higher than VONG's 0.08% expense ratio.
Risk-Adjusted Performance
BFGFX vs. VONG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Focused Growth Fund (BFGFX) and Vanguard Russell 1000 Growth ETF (VONG). 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. VONG - Dividend Comparison
BFGFX has not paid dividends to shareholders, while VONG's dividend yield for the trailing twelve months is around 0.68%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFGFX Baron Focused Growth Fund | 0.00% | 0.00% | 12.28% | 15.53% | 2.85% | 1.78% | 1.07% | 2.11% | 6.02% | 5.80% | 0.60% | 1.22% |
VONG Vanguard Russell 1000 Growth ETF | 0.68% | 0.71% | 0.98% | 0.58% | 1.52% | 1.03% | 1.18% | 1.19% | 1.48% | 1.47% | 1.43% | 1.28% |
Drawdowns
BFGFX vs. VONG - Drawdown Comparison
The maximum BFGFX drawdown since its inception was -56.92%, which is greater than VONG's maximum drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for BFGFX and VONG. For additional features, visit the drawdowns tool.
Volatility
BFGFX vs. VONG - Volatility Comparison
The current volatility for Baron Focused Growth Fund (BFGFX) is 4.32%, while Vanguard Russell 1000 Growth ETF (VONG) has a volatility of 4.98%. This indicates that BFGFX experiences smaller price fluctuations and is considered to be less risky than VONG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.