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BGRFX vs. VUG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

BGRFX vs. VUG

Last updated May 12, 2025

Compare and contrast key facts about Baron Growth Fund (BGRFX) and Vanguard Growth ETF (VUG).

BGRFX is managed by Baron Capital Group, Inc.. It was launched on Dec 30, 1994. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BGRFX or VUG.

Correlation

The correlation between BGRFX and VUG 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.

Performance

BGRFX vs. VUG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Baron Growth Fund (BGRFX) and Vanguard Growth ETF (VUG). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

BGRFX:

11.46%

VUG:

11.63%

Max Drawdown

BGRFX:

-0.41%

VUG:

-0.90%

Current Drawdown

BGRFX:

-0.06%

VUG:

-0.06%

Returns By Period

BGRFX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VUG

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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BGRFX vs. VUG - Expense Ratio Comparison

BGRFX has a 1.29% expense ratio, which is higher than VUG's 0.04% expense ratio.

BGRFX
Baron Growth Fund
VUG
Vanguard Growth ETF

Risk-Adjusted Performance

BGRFX vs. VUG — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BGRFX
The Risk-Adjusted Performance Rank of BGRFX is 55
Overall Rank
The Sharpe Ratio Rank of BGRFX is 44
Sharpe Ratio Rank
The Sortino Ratio Rank of BGRFX is 44
Sortino Ratio Rank
The Omega Ratio Rank of BGRFX is 44
Omega Ratio Rank
The Calmar Ratio Rank of BGRFX is 66
Calmar Ratio Rank
The Martin Ratio Rank of BGRFX is 55
Martin Ratio Rank
VUG
The Risk-Adjusted Performance Rank of VUG is 6464
Overall Rank
The Sharpe Ratio Rank of VUG is 6262
Sharpe Ratio Rank
The Sortino Ratio Rank of VUG is 6363
Sortino Ratio Rank
The Omega Ratio Rank of VUG is 6464
Omega Ratio Rank
The Calmar Ratio Rank of VUG is 6969
Calmar Ratio Rank
The Martin Ratio Rank of VUG is 6262
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BGRFX vs. VUG - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Baron Growth Fund (BGRFX) and Vanguard Growth ETF (VUG). 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.

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Dividends

BGRFX vs. VUG - Dividend Comparison

BGRFX has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.50%.

TTM20242023202220212020201920182017201620152014
BGRFX
Baron Growth Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VUG
Vanguard Growth ETF		0.50%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BGRFX vs. VUG - Drawdown Comparison

The maximum BGRFX drawdown since its inception was -0.41%, smaller than the maximum VUG drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for BGRFX and VUG. For additional features, visit the drawdowns tool.

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Volatility

BGRFX vs. VUG - Volatility Comparison

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