BGAIX vs. VSGX
Compare and contrast key facts about Baron Global Advantage Fund (BGAIX) and Vanguard ESG International Stock ETF (VSGX).
BGAIX is managed by Baron Capital Group, Inc.. It was launched on Apr 29, 2012. VSGX is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap ex US Choice Index.. It was launched on Sep 18, 2018.
Performance
BGAIX vs. VSGX - Performance Comparison
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BGAIX vs. VSGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BGAIX Baron Global Advantage Fund | -7.87% | 27.53% | 26.42% | 25.56% | -51.56% | 0.90% | 79.46% | 45.45% | -14.19% |
VSGX Vanguard ESG International Stock ETF | 0.74% | 30.77% | 5.72% | 15.62% | -18.61% | 7.24% | 13.01% | 23.04% | -12.87% |
Returns By Period
In the year-to-date period, BGAIX achieves a -7.87% return, which is significantly lower than VSGX's 0.74% return.
BGAIX
- 1D
- -0.66%
- 1M
- -6.21%
- YTD
- -7.87%
- 6M
- -1.87%
- 1Y
- 29.67%
- 3Y*
- 19.45%
- 5Y*
- -1.47%
- 10Y*
- 13.55%
VSGX
- 1D
- 3.55%
- 1M
- -9.01%
- YTD
- 0.74%
- 6M
- 5.27%
- 1Y
- 25.84%
- 3Y*
- 14.72%
- 5Y*
- 5.98%
- 10Y*
- —
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BGAIX vs. VSGX - Expense Ratio Comparison
BGAIX has a 0.90% expense ratio, which is higher than VSGX's 0.12% expense ratio.
Return for Risk
BGAIX vs. VSGX — Risk / Return Rank
BGAIX
VSGX
BGAIX vs. VSGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Global Advantage Fund (BGAIX) and Vanguard ESG International Stock ETF (VSGX). 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.
| BGAIX | VSGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.10 | 1.48 | -0.38 |
Sortino ratioReturn per unit of downside risk | 1.81 | 2.02 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.29 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.12 | 1.97 | +0.15 |
Martin ratioReturn relative to average drawdown | 7.09 | 7.82 | -0.72 |
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
| BGAIX | VSGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.10 | 1.48 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.05 | 0.38 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.41 | +0.09 |
Correlation
The correlation between BGAIX and VSGX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BGAIX vs. VSGX - Dividend Comparison
BGAIX's dividend yield for the trailing twelve months is around 0.21%, less than VSGX's 3.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGAIX Baron Global Advantage Fund | 0.21% | 0.19% | 0.00% | 0.00% | 1.98% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.42% |
VSGX Vanguard ESG International Stock ETF | 3.27% | 3.23% | 3.10% | 2.77% | 2.61% | 2.49% | 1.67% | 2.28% | 0.38% | 0.00% | 0.00% | 0.00% |
Drawdowns
BGAIX vs. VSGX - Drawdown Comparison
The maximum BGAIX drawdown since its inception was -61.14%, which is greater than VSGX's maximum drawdown of -33.09%. Use the drawdown chart below to compare losses from any high point for BGAIX and VSGX.
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Drawdown Indicators
| BGAIX | VSGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.14% | -33.09% | -28.05% |
Max Drawdown (1Y)Largest decline over 1 year | -11.50% | -12.84% | +1.34% |
Max Drawdown (5Y)Largest decline over 5 years | -61.14% | -32.14% | -29.00% |
Max Drawdown (10Y)Largest decline over 10 years | -61.14% | — | — |
Current DrawdownCurrent decline from peak | -25.00% | -9.74% | -15.26% |
Average DrawdownAverage peak-to-trough decline | -17.04% | -7.90% | -9.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.43% | 3.23% | +0.20% |
Volatility
BGAIX vs. VSGX - Volatility Comparison
The current volatility for Baron Global Advantage Fund (BGAIX) is 5.86%, while Vanguard ESG International Stock ETF (VSGX) has a volatility of 8.88%. This indicates that BGAIX experiences smaller price fluctuations and is considered to be less risky than VSGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGAIX | VSGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.86% | 8.88% | -3.02% |
Volatility (6M)Calculated over the trailing 6-month period | 16.35% | 12.18% | +4.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.25% | 17.49% | +7.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.29% | 15.98% | +14.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.66% | 17.95% | +8.71% |