BFOCX vs. MGK
Compare and contrast key facts about Berkshire Focus Fund (BFOCX) and Vanguard Mega Cap Growth ETF (MGK).
BFOCX is managed by Berkshire. It was launched on Jun 30, 1997. MGK is a passively managed fund by Vanguard that tracks the performance of the CRSP US Mega Cap Growth Index. It was launched on Dec 17, 2007.
Performance
BFOCX vs. MGK - Performance Comparison
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BFOCX vs. MGK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BFOCX Berkshire Focus Fund | -1.11% | 28.67% | 59.16% | 50.20% | -65.06% | -1.79% | 90.81% | 40.56% | 10.04% | 44.10% |
MGK Vanguard Mega Cap Growth ETF | -9.86% | 20.67% | 32.94% | 51.67% | -33.59% | 28.58% | 41.01% | 37.38% | -2.91% | 29.49% |
Returns By Period
In the year-to-date period, BFOCX achieves a -1.11% return, which is significantly higher than MGK's -9.86% return. Both investments have delivered pretty close results over the past 10 years, with BFOCX having a 16.87% annualized return and MGK not far ahead at 16.97%.
BFOCX
- 1D
- 6.92%
- 1M
- -1.41%
- YTD
- -1.11%
- 6M
- -6.40%
- 1Y
- 56.04%
- 3Y*
- 35.46%
- 5Y*
- 1.76%
- 10Y*
- 16.87%
MGK
- 1D
- 1.17%
- 1M
- -4.13%
- YTD
- -9.86%
- 6M
- -7.94%
- 1Y
- 19.83%
- 3Y*
- 22.59%
- 5Y*
- 12.64%
- 10Y*
- 16.97%
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BFOCX vs. MGK - Expense Ratio Comparison
BFOCX has a 1.94% expense ratio, which is higher than MGK's 0.05% expense ratio.
Return for Risk
BFOCX vs. MGK — Risk / Return Rank
BFOCX
MGK
BFOCX vs. MGK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Berkshire Focus Fund (BFOCX) and Vanguard Mega Cap Growth ETF (MGK). 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.
| BFOCX | MGK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.40 | 0.85 | +0.55 |
Sortino ratioReturn per unit of downside risk | 1.96 | 1.39 | +0.57 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.19 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 3.21 | 1.23 | +1.97 |
Martin ratioReturn relative to average drawdown | 9.03 | 4.27 | +4.77 |
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
| BFOCX | MGK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.40 | 0.85 | +0.55 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.56 | -0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.02 | 0.78 | -0.76 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.60 | -0.58 |
Correlation
The correlation between BFOCX and MGK is 0.82, 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
BFOCX vs. MGK - Dividend Comparison
BFOCX has not paid dividends to shareholders, while MGK's dividend yield for the trailing twelve months is around 0.39%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BFOCX Berkshire Focus Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 19.54% | 21.20% | 14.20% | 5.70% | 21.73% | 0.14% | 9.52% |
MGK Vanguard Mega Cap Growth ETF | 0.39% | 0.35% | 0.43% | 0.50% | 0.70% | 0.41% | 0.65% | 0.85% | 1.12% | 1.23% | 1.53% | 1.43% |
Drawdowns
BFOCX vs. MGK - Drawdown Comparison
The maximum BFOCX drawdown since its inception was -97.42%, which is greater than MGK's maximum drawdown of -47.97%. Use the drawdown chart below to compare losses from any high point for BFOCX and MGK.
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Drawdown Indicators
| BFOCX | MGK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.42% | -47.97% | -49.45% |
Max Drawdown (1Y)Largest decline over 1 year | -17.75% | -16.85% | -0.90% |
Max Drawdown (5Y)Largest decline over 5 years | -97.42% | -36.01% | -61.41% |
Max Drawdown (10Y)Largest decline over 10 years | -97.42% | -36.01% | -61.41% |
Current DrawdownCurrent decline from peak | -95.22% | -12.56% | -82.66% |
Average DrawdownAverage peak-to-trough decline | -61.72% | -7.51% | -54.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.30% | 4.87% | +1.43% |
Volatility
BFOCX vs. MGK - Volatility Comparison
Berkshire Focus Fund (BFOCX) has a higher volatility of 16.76% compared to Vanguard Mega Cap Growth ETF (MGK) at 7.13%. This indicates that BFOCX's price experiences larger fluctuations and is considered to be riskier than MGK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BFOCX | MGK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.76% | 7.13% | +9.63% |
Volatility (6M)Calculated over the trailing 6-month period | 29.67% | 12.93% | +16.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 42.19% | 23.35% | +18.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1,099.58% | 22.63% | +1,076.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 777.66% | 21.82% | +755.84% |