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.
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
Key characteristics
BFGFX:
0.80
VOO:
0.36
BFGFX:
1.31
VOO:
0.63
BFGFX:
1.18
VOO:
1.09
BFGFX:
0.48
VOO:
0.35
BFGFX:
3.34
VOO:
1.66
BFGFX:
5.25%
VOO:
4.00%
BFGFX:
21.82%
VOO:
18.64%
BFGFX:
-56.92%
VOO:
-33.99%
BFGFX:
-22.61%
VOO:
-12.04%
Returns By Period
In the year-to-date period, BFGFX achieves a -10.44% return, which is significantly lower than VOO's -7.98% return. Over the past 10 years, BFGFX has underperformed VOO with an annualized return of 11.17%, while VOO has yielded a comparatively higher 11.99% annualized return.
BFGFX
-10.44%
-1.35%
2.87%
19.54%
17.41%
11.17%
VOO
-7.98%
-4.19%
-6.68%
8.00%
15.82%
11.99%
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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 Rank
BFGFX
VOO
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 1.41%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFGFX Baron Focused Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.16% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.41% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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) and Vanguard S&P 500 ETF (VOO) have volatilities of 13.66% and 13.25%, 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.