BIASX vs. VOO
Compare and contrast key facts about Brown Advisory Small-Cap Growth Fund (BIASX) and Vanguard S&P 500 ETF (VOO).
BIASX is managed by Brown Advisory Funds. It was launched on Jun 28, 1999. 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
BIASX vs. VOO - Performance Comparison
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BIASX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIASX Brown Advisory Small-Cap Growth Fund | -1.41% | 2.29% | 4.29% | 12.43% | -20.27% | 7.31% | 31.78% | 36.26% | -4.47% | 16.91% |
VOO Vanguard S&P 500 ETF | -3.66% | 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, BIASX achieves a -1.41% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, BIASX has underperformed VOO with an annualized return of 8.65%, while VOO has yielded a comparatively higher 14.14% annualized return.
BIASX
- 1D
- 3.40%
- 1M
- -7.68%
- YTD
- -1.41%
- 6M
- 0.35%
- 1Y
- 8.78%
- 3Y*
- 4.13%
- 5Y*
- -0.63%
- 10Y*
- 8.65%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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BIASX vs. VOO - Expense Ratio Comparison
BIASX has a 1.11% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
BIASX vs. VOO — Risk / Return Rank
BIASX
VOO
BIASX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown Advisory Small-Cap Growth Fund (BIASX) 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.
| BIASX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 1.01 | -0.61 |
Sortino ratioReturn per unit of downside risk | 0.74 | 1.53 | -0.79 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.23 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.57 | 1.55 | -0.99 |
Martin ratioReturn relative to average drawdown | 2.23 | 7.31 | -5.08 |
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
| BIASX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 1.01 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.71 | -0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.79 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.83 | -0.55 |
Correlation
The correlation between BIASX and VOO is 0.83, 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
BIASX vs. VOO - Dividend Comparison
BIASX's dividend yield for the trailing twelve months is around 19.90%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIASX Brown Advisory Small-Cap Growth Fund | 19.90% | 19.62% | 5.78% | 0.00% | 8.22% | 13.22% | 0.78% | 4.00% | 5.17% | 1.69% | 3.50% | 16.77% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
BIASX vs. VOO - Drawdown Comparison
The maximum BIASX drawdown since its inception was -73.26%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BIASX and VOO.
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Drawdown Indicators
| BIASX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.26% | -33.99% | -39.27% |
Max Drawdown (1Y)Largest decline over 1 year | -14.18% | -11.98% | -2.20% |
Max Drawdown (5Y)Largest decline over 5 years | -30.61% | -24.52% | -6.09% |
Max Drawdown (10Y)Largest decline over 10 years | -38.04% | -33.99% | -4.05% |
Current DrawdownCurrent decline from peak | -10.83% | -5.55% | -5.28% |
Average DrawdownAverage peak-to-trough decline | -23.60% | -3.72% | -19.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | 2.55% | +1.06% |
Volatility
BIASX vs. VOO - Volatility Comparison
Brown Advisory Small-Cap Growth Fund (BIASX) has a higher volatility of 6.58% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that BIASX's price experiences larger fluctuations and is considered to be riskier 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
| BIASX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.58% | 5.34% | +1.24% |
Volatility (6M)Calculated over the trailing 6-month period | 12.70% | 9.47% | +3.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.35% | 18.11% | +4.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.76% | 16.82% | +2.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.90% | 17.99% | +1.91% |