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.
Performance
BFGFX vs. VOO - Performance Comparison
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BFGFX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BFGFX Baron Focused Growth Fund | -5.05% | 21.94% | 29.52% | 27.40% | -28.21% | 18.67% | 122.38% | 30.05% | 3.76% | 26.36% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, BFGFX achieves a -5.05% return, which is significantly lower than VOO's -3.66% return. Over the past 10 years, BFGFX has outperformed VOO with an annualized return of 20.15%, while VOO has yielded a comparatively lower 14.14% annualized return.
BFGFX
- 1D
- 2.40%
- 1M
- -6.03%
- YTD
- -5.05%
- 6M
- 6.51%
- 1Y
- 25.31%
- 3Y*
- 18.65%
- 5Y*
- 10.00%
- 10Y*
- 20.15%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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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.
Return for Risk
BFGFX vs. VOO — Risk / Return Rank
BFGFX
VOO
BFGFX vs. VOO - Risk-Adjusted Trends 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.
| BFGFX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 1.01 | +0.12 |
Sortino ratioReturn per unit of downside risk | 1.99 | 1.53 | +0.46 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.29 | 1.55 | +0.73 |
Martin ratioReturn relative to average drawdown | 8.56 | 7.31 | +1.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BFGFX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 1.01 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.71 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.79 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.83 | -0.15 |
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.
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 1.18%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFGFX Baron Focused Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 12.28% | 15.53% | 2.85% | 1.78% | 1.07% | 2.11% | 6.02% | 5.80% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
BFGFX vs. VOO - Drawdown Comparison
The maximum BFGFX drawdown since its inception was -59.52%, 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.
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Drawdown Indicators
| BFGFX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.52% | -33.99% | -25.53% |
Max Drawdown (1Y)Largest decline over 1 year | -11.95% | -11.98% | +0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -35.93% | -24.52% | -11.41% |
Max Drawdown (10Y)Largest decline over 10 years | -43.62% | -33.99% | -9.63% |
Current DrawdownCurrent decline from peak | -7.56% | -5.55% | -2.01% |
Average DrawdownAverage peak-to-trough decline | -12.43% | -3.72% | -8.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.19% | 2.55% | +0.64% |
Volatility
BFGFX vs. VOO - Volatility Comparison
The current volatility for Baron Focused Growth Fund (BFGFX) is 4.99%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. This indicates that BFGFX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BFGFX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.99% | 5.34% | -0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 15.79% | 9.47% | +6.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.03% | 18.11% | +4.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.57% | 16.82% | +5.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.96% | 17.99% | +5.97% |