BGRIX vs. VTI
BGRIX (Baron Growth Fund Institutional Shares) and VTI (Vanguard Total Stock Market ETF) are both funds - BGRIX is a Mid Cap Growth Equities fund managed by Baron Capital, while VTI is a Large Cap Blend Equities fund tracking the CRSP US Total Market Index. Over the past 10 years, BGRIX returned 7.53%/yr vs 14.63%/yr for VTI. Their correlation of 0.84 means they have usually moved in the same direction. BGRIX charges 1.05%/yr vs 0.03%/yr for VTI.
Performance
BGRIX vs. VTI - Performance Comparison
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Returns By Period
In the year-to-date period, BGRIX achieves a -7.10% return, which is significantly lower than VTI's 10.49% return. Over the past 10 years, BGRIX has underperformed VTI with an annualized return of 7.53%, while VTI has yielded a comparatively higher 14.63% annualized return.
BGRIX
- 1D
- -4.19%
- 1M
- 2.04%
- 6M
- -4.59%
- YTD
- -7.10%
- 1Y
- -13.82%
- 3Y*
- -5.65%
- 5Y*
- -4.32%
- 10Y*
- 7.53%
- ALL TIME*
- 10.48%
VTI
- 1D
- 0.53%
- 1M
- -0.15%
- 6M
- 8.77%
- YTD
- 10.49%
- 1Y
- 21.84%
- 3Y*
- 18.92%
- 5Y*
- 11.74%
- 10Y*
- 14.63%
- ALL TIME*
- 9.58%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $1.06B | $1.16B | $1.24B |
BGRIX vs. VTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGRIX Baron Growth Fund Institutional Shares | -7.10% | -14.21% | 4.90% | 14.97% | -22.35% | 20.13% | 33.10% | 40.54% | -2.68% | 27.45% |
VTI Vanguard Total Stock Market ETF | 10.49% | 17.10% | 23.81% | 26.05% | -19.52% | 25.68% | 21.08% | 30.67% | -5.23% | 21.21% |
Correlation
The correlation between BGRIX and VTI is 0.18, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.18 |
Correlation (3Y) Balances recent behavior with more history. | 0.54 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.71 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.79 |
Correlation (All Time) Calculated using the full available price history since May 29, 2009 | 0.84 |
Over the past year, the correlation between BGRIX and VTI has dropped to 0.18 - well below their long-term average of 0.84, suggesting their price drivers have been diverging.
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Return for Risk
BGRIX vs. VTI — Risk / Return Rank
BGRIX
VTI
BGRIX vs. VTI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Growth Fund Institutional Shares (BGRIX) and Vanguard Total Stock Market ETF (VTI). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BGRIX | VTI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.19 | ||
| Sortino ratioReturn per unit of downside risk | -2.97 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.27 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | -0.63 | 2.23 | -2.86 |
| Martin ratioReturn relative to average drawdown | -1.05 | 9.62 | -10.67 |
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Drawdowns
BGRIX vs. VTI - Drawdown Comparison
The maximum BGRIX drawdown since its inception was -41.12%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for BGRIX and VTI.
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Drawdown Indicators
| BGRIX | VTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.12% | -55.45% | +14.33% |
Max Drawdown (1Y)Largest decline over 1 year | -24.43% | -8.92% | -15.51% |
Max Drawdown (3Y)Largest decline over 3 years | -32.70% | -19.30% | -13.40% |
Max Drawdown (5Y)Largest decline over 5 years | -34.60% | -25.36% | -9.24% |
Max Drawdown (10Y)Largest decline over 10 years | -41.12% | -35.00% | -6.12% |
Current DrawdownCurrent decline from peak | -26.53% | -1.36% | -25.17% |
Average DrawdownAverage peak-to-trough decline | -7.73% | -7.99% | +0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.54% | 2.07% | +12.47% |
Volatility
BGRIX vs. VTI - Volatility Comparison
Baron Growth Fund Institutional Shares (BGRIX) has a higher volatility of 10.93% compared to Vanguard Total Stock Market ETF (VTI) at 3.46%. This indicates that BGRIX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGRIX | VTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.93% | 3.46% | +7.47% |
Volatility (6M)Calculated over the trailing 6-month period | 19.47% | 10.24% | +9.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.82% | 13.10% | +9.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.91% | 17.51% | +3.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.46% | 18.30% | +3.16% |
BGRIX vs. VTI - Expense Ratio Comparison
BGRIX has a 1.05% expense ratio, which is higher than VTI's 0.03% expense ratio.
Dividends
BGRIX vs. VTI - Dividend Comparison
BGRIX's dividend yield for the trailing twelve months is around 21.23%, more than VTI's 1.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGRIX Baron Growth Fund Institutional Shares | 21.23% | 19.72% | 11.30% | 1.69% | 5.72% | 7.38% | 4.45% | 3.55% | 8.12% | 11.36% | 12.56% | 9.37% |
VTI Vanguard Total Stock Market ETF | 1.06% | 1.12% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% |
Frequently Asked Questions
BGRIX and VTI have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BGRIX has higher volatility (10.93%) compared to VTI (3.46%). In terms of maximum drawdown, BGRIX dropped -41.12% vs VTI's -55.45%.
VTI currently has the higher Sharpe Ratio (1.52 vs -0.67), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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