BFGFX vs. VOO
Compare and contrast key facts about Baron Focused Growth Fund (BFGFX) and Vanguard S&P 500 ETF (VOO).
BFGFX is managed by Baron Capital Group, Inc.. It was launched on Jun 30, 2008. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BFGFX or VOO.
Key characteristics
| BFGFX | VOO | |
|---|---|---|
| YTD Return | -2.91% | 5.63% |
| 1Y Return | 11.29% | 23.68% |
| 3Y Return (Ann) | 0.69% | 7.89% |
| 5Y Return (Ann) | 21.50% | 13.12% |
| 10Y Return (Ann) | 15.29% | 12.38% |
| Sharpe Ratio | 0.66 | 1.91 |
| Daily Std Dev | 15.29% | 11.70% |
| Max Drawdown | -56.92% | -33.99% |
| Current Drawdown | -18.90% | -4.45% |
Correlation
The correlation between BFGFX and VOO is 0.79, 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. VOO - Performance Comparison
In the year-to-date period, BFGFX achieves a -2.91% return, which is significantly lower than VOO's 5.63% return. Over the past 10 years, BFGFX has outperformed VOO with an annualized return of 15.29%, while VOO has yielded a comparatively lower 12.38% annualized return. 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. VOO - Expense Ratio Comparison
BFGFX has a 1.32% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BFGFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Focused Growth Fund (BFGFX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
BFGFX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.39%.
| 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% |
VOO Vanguard S&P 500 ETF | 1.39% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
BFGFX vs. VOO - Drawdown Comparison
The maximum BFGFX drawdown since its inception was -56.92%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BFGFX and VOO. For additional features, visit the drawdowns tool.
Volatility
BFGFX vs. VOO - Volatility Comparison
Baron Focused Growth Fund (BFGFX) has a higher volatility of 4.45% compared to Vanguard S&P 500 ETF (VOO) at 3.89%. This indicates that BFGFX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.