BFGFX vs. VOT
Compare and contrast key facts about Baron Focused Growth Fund (BFGFX) and Vanguard Mid-Cap Growth ETF (VOT).
BFGFX is managed by Baron Capital Group, Inc.. It was launched on Jun 30, 2008. VOT is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mid Cap Growth Index. It was launched on Aug 17, 2006.
Performance
BFGFX vs. VOT - Performance Comparison
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BFGFX vs. VOT - 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% |
VOT Vanguard Mid-Cap Growth ETF | -6.47% | 10.72% | 16.38% | 23.10% | -28.87% | 20.50% | 34.50% | 33.76% | -5.56% | 21.80% |
Returns By Period
In the year-to-date period, BFGFX achieves a -5.05% return, which is significantly higher than VOT's -6.47% return. Over the past 10 years, BFGFX has outperformed VOT with an annualized return of 20.15%, while VOT has yielded a comparatively lower 10.76% 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%
VOT
- 1D
- 1.24%
- 1M
- -6.14%
- YTD
- -6.47%
- 6M
- -11.02%
- 1Y
- 6.52%
- 3Y*
- 10.95%
- 5Y*
- 4.30%
- 10Y*
- 10.76%
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BFGFX vs. VOT - Expense Ratio Comparison
BFGFX has a 1.32% expense ratio, which is higher than VOT's 0.07% expense ratio.
Return for Risk
BFGFX vs. VOT — Risk / Return Rank
BFGFX
VOT
BFGFX vs. VOT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Focused Growth Fund (BFGFX) and Vanguard Mid-Cap Growth ETF (VOT). 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 | VOT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 0.31 | +0.82 |
Sortino ratioReturn per unit of downside risk | 1.99 | 0.59 | +1.40 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.08 | +0.18 |
Calmar ratioReturn relative to maximum drawdown | 2.29 | 0.45 | +1.83 |
Martin ratioReturn relative to average drawdown | 8.56 | 1.40 | +7.16 |
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 | VOT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 0.31 | +0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.20 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.52 | +0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.42 | +0.27 |
Correlation
The correlation between BFGFX and VOT 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.
Dividends
BFGFX vs. VOT - Dividend Comparison
BFGFX has not paid dividends to shareholders, while VOT's dividend yield for the trailing twelve months is around 0.71%.
| 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% |
VOT Vanguard Mid-Cap Growth ETF | 0.71% | 0.64% | 0.67% | 0.71% | 0.78% | 0.34% | 0.56% | 0.78% | 0.84% | 0.72% | 0.81% | 0.81% |
Drawdowns
BFGFX vs. VOT - Drawdown Comparison
The maximum BFGFX drawdown since its inception was -59.52%, roughly equal to the maximum VOT drawdown of -60.16%. Use the drawdown chart below to compare losses from any high point for BFGFX and VOT.
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Drawdown Indicators
| BFGFX | VOT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.52% | -60.16% | +0.64% |
Max Drawdown (1Y)Largest decline over 1 year | -11.95% | -15.96% | +4.01% |
Max Drawdown (5Y)Largest decline over 5 years | -35.93% | -37.19% | +1.26% |
Max Drawdown (10Y)Largest decline over 10 years | -43.62% | -37.19% | -6.43% |
Current DrawdownCurrent decline from peak | -7.56% | -12.28% | +4.72% |
Average DrawdownAverage peak-to-trough decline | -12.43% | -10.01% | -2.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.19% | 5.16% | -1.97% |
Volatility
BFGFX vs. VOT - Volatility Comparison
The current volatility for Baron Focused Growth Fund (BFGFX) is 4.99%, while Vanguard Mid-Cap Growth ETF (VOT) has a volatility of 6.63%. This indicates that BFGFX experiences smaller price fluctuations and is considered to be less risky than VOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BFGFX | VOT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.99% | 6.63% | -1.64% |
Volatility (6M)Calculated over the trailing 6-month period | 15.79% | 12.39% | +3.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.03% | 21.04% | +1.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.57% | 21.33% | +1.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.96% | 20.92% | +3.04% |