BIAWX vs. VTSAX
Compare and contrast key facts about Brown Advisory Sustainable Growth Fund (BIAWX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX).
BIAWX is managed by Brown Advisory Funds. It was launched on Jun 29, 2012. VTSAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIAWX or VTSAX.
Correlation
The correlation between BIAWX and VTSAX is 0.90, 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
BIAWX vs. VTSAX - Performance Comparison
Key characteristics
BIAWX:
0.80
VTSAX:
1.88
BIAWX:
1.16
VTSAX:
2.51
BIAWX:
1.15
VTSAX:
1.34
BIAWX:
1.40
VTSAX:
2.90
BIAWX:
4.17
VTSAX:
11.48
BIAWX:
3.53%
VTSAX:
2.16%
BIAWX:
18.31%
VTSAX:
13.24%
BIAWX:
-38.09%
VTSAX:
-55.34%
BIAWX:
-6.02%
VTSAX:
-1.24%
Returns By Period
In the year-to-date period, BIAWX achieves a 3.32% return, which is significantly higher than VTSAX's 2.99% return. Over the past 10 years, BIAWX has outperformed VTSAX with an annualized return of 14.46%, while VTSAX has yielded a comparatively lower 13.17% annualized return.
BIAWX
3.32%
2.65%
4.80%
12.70%
14.54%
14.46%
VTSAX
2.99%
2.60%
10.20%
23.94%
14.55%
13.17%
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BIAWX vs. VTSAX - Expense Ratio Comparison
BIAWX has a 0.78% expense ratio, which is higher than VTSAX's 0.04% expense ratio.
Risk-Adjusted Performance
BIAWX vs. VTSAX — Risk-Adjusted Performance Rank
BIAWX
VTSAX
BIAWX vs. VTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brown Advisory Sustainable Growth Fund (BIAWX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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.
Dividends
BIAWX vs. VTSAX - Dividend Comparison
BIAWX has not paid dividends to shareholders, while VTSAX's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIAWX Brown Advisory Sustainable 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% |
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | 1.22% | 1.26% | 1.43% | 1.65% | 1.20% | 1.41% | 1.77% | 2.04% | 1.71% | 1.92% | 1.98% | 2.29% |
Drawdowns
BIAWX vs. VTSAX - Drawdown Comparison
The maximum BIAWX drawdown since its inception was -38.09%, smaller than the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for BIAWX and VTSAX. For additional features, visit the drawdowns tool.
Volatility
BIAWX vs. VTSAX - Volatility Comparison
Brown Advisory Sustainable Growth Fund (BIAWX) has a higher volatility of 5.93% compared to Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) at 4.23%. This indicates that BIAWX's price experiences larger fluctuations and is considered to be riskier than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.