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:
2.02
VOO:
2.25
BFGFX:
2.93
VOO:
2.98
BFGFX:
1.38
VOO:
1.42
BFGFX:
0.90
VOO:
3.31
BFGFX:
13.24
VOO:
14.77
BFGFX:
2.47%
VOO:
1.90%
BFGFX:
16.22%
VOO:
12.46%
BFGFX:
-56.92%
VOO:
-33.99%
BFGFX:
-12.80%
VOO:
-2.47%
Returns By Period
In the year-to-date period, BFGFX achieves a 30.70% return, which is significantly higher than VOO's 26.02% return. Both investments have delivered pretty close results over the past 10 years, with BFGFX having a 12.86% annualized return and VOO not far ahead at 13.08%.
BFGFX
30.70%
7.13%
31.82%
30.59%
18.93%
12.86%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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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 0.91%.
| 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% |
VOO Vanguard S&P 500 ETF | 0.91% | 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 7.83% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. 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.