BFGIX vs. VOO
Compare and contrast key facts about Baron Focused Growth Fund Institutional Shares (BFGIX) and Vanguard S&P 500 ETF (VOO).
BFGIX is an actively managed fund by Baron Capital. It was launched on May 29, 2009. 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
BFGIX vs. VOO - Performance Comparison
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BFGIX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BFGIX Baron Focused Growth Fund Institutional Shares | -7.21% | 22.26% | 29.85% | 27.78% | -28.05% | 19.00% | 122.92% | 30.34% | 4.08% | 26.58% |
VOO Vanguard S&P 500 ETF | -4.42% | 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, BFGIX achieves a -7.21% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, BFGIX has outperformed VOO with an annualized return of 20.17%, while VOO has yielded a comparatively lower 14.05% annualized return.
BFGIX
- 1D
- 0.04%
- 1M
- -7.76%
- YTD
- -7.21%
- 6M
- 4.24%
- 1Y
- 23.24%
- 3Y*
- 18.02%
- 5Y*
- 9.99%
- 10Y*
- 20.17%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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BFGIX vs. VOO - Expense Ratio Comparison
BFGIX has a 1.05% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
BFGIX vs. VOO — Risk / Return Rank
BFGIX
VOO
BFGIX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Focused Growth Fund Institutional Shares (BFGIX) 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.
| BFGIX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 0.98 | +0.10 |
Sortino ratioReturn per unit of downside risk | 1.92 | 1.50 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.23 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.84 | 1.53 | +0.31 |
Martin ratioReturn relative to average drawdown | 7.02 | 7.29 | -0.28 |
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
| BFGIX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 0.98 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.70 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.78 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.83 | -0.07 |
Correlation
The correlation between BFGIX 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
BFGIX vs. VOO - Dividend Comparison
BFGIX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.19%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFGIX Baron Focused Growth Fund Institutional Shares | 0.00% | 0.00% | 0.00% | 0.00% | 11.79% | 15.01% | 2.78% | 1.74% | 1.05% | 2.07% | 5.92% | 6.01% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
BFGIX vs. VOO - Drawdown Comparison
The maximum BFGIX drawdown since its inception was -43.62%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BFGIX and VOO.
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Drawdown Indicators
| BFGIX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.62% | -33.99% | -9.63% |
Max Drawdown (1Y)Largest decline over 1 year | -11.96% | -11.98% | +0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -35.71% | -24.52% | -11.19% |
Max Drawdown (10Y)Largest decline over 10 years | -43.62% | -33.99% | -9.63% |
Current DrawdownCurrent decline from peak | -9.66% | -6.29% | -3.37% |
Average DrawdownAverage peak-to-trough decline | -7.89% | -3.72% | -4.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 2.52% | +0.62% |
Volatility
BFGIX vs. VOO - Volatility Comparison
The current volatility for Baron Focused Growth Fund Institutional Shares (BFGIX) is 4.23%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that BFGIX 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
| BFGIX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 5.29% | -1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 15.65% | 9.44% | +6.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.99% | 18.10% | +4.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.58% | 16.82% | +5.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.95% | 17.99% | +5.96% |