BIOPX vs. SCHG
Compare and contrast key facts about Baron Opportunity Fund (BIOPX) and Schwab U.S. Large-Cap Growth ETF (SCHG).
BIOPX is managed by Baron Capital Group, Inc.. It was launched on Feb 29, 2000. SCHG is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Growth Total Stock Market Index. It was launched on Dec 11, 2009.
Performance
BIOPX vs. SCHG - Performance Comparison
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BIOPX vs. SCHG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIOPX Baron Opportunity Fund | -8.95% | 19.44% | 39.87% | 49.55% | -42.96% | 11.90% | 88.78% | 40.34% | 8.06% | 40.58% |
SCHG Schwab U.S. Large-Cap Growth ETF | -9.73% | 17.50% | 34.95% | 50.10% | -31.80% | 28.11% | 39.14% | 36.02% | -1.36% | 28.05% |
Returns By Period
In the year-to-date period, BIOPX achieves a -8.95% return, which is significantly higher than SCHG's -9.73% return. Over the past 10 years, BIOPX has outperformed SCHG with an annualized return of 19.59%, while SCHG has yielded a comparatively lower 16.95% annualized return.
BIOPX
- 1D
- 3.58%
- 1M
- -4.64%
- YTD
- -8.95%
- 6M
- -5.34%
- 1Y
- 22.42%
- 3Y*
- 24.52%
- 5Y*
- 7.16%
- 10Y*
- 19.59%
SCHG
- 1D
- 0.96%
- 1M
- -4.46%
- YTD
- -9.73%
- 6M
- -8.15%
- 1Y
- 17.00%
- 3Y*
- 22.30%
- 5Y*
- 12.76%
- 10Y*
- 16.95%
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BIOPX vs. SCHG - Expense Ratio Comparison
BIOPX has a 1.31% expense ratio, which is higher than SCHG's 0.04% expense ratio.
Return for Risk
BIOPX vs. SCHG — Risk / Return Rank
BIOPX
SCHG
BIOPX vs. SCHG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Opportunity Fund (BIOPX) and Schwab U.S. Large-Cap Growth ETF (SCHG). 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.
| BIOPX | SCHG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 0.76 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.50 | 1.24 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.17 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.09 | +0.55 |
Martin ratioReturn relative to average drawdown | 5.38 | 3.71 | +1.67 |
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
| BIOPX | SCHG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 0.76 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.57 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.79 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.79 | -0.41 |
Correlation
The correlation between BIOPX and SCHG is 0.91, 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
BIOPX vs. SCHG - Dividend Comparison
BIOPX's dividend yield for the trailing twelve months is around 4.65%, more than SCHG's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIOPX Baron Opportunity Fund | 4.65% | 4.24% | 4.95% | 0.00% | 0.00% | 8.71% | 6.96% | 7.33% | 5.29% | 15.58% | 13.52% | 10.92% |
SCHG Schwab U.S. Large-Cap Growth ETF | 0.43% | 0.36% | 0.39% | 0.46% | 0.55% | 0.42% | 0.52% | 0.82% | 1.27% | 1.01% | 1.04% | 1.22% |
Drawdowns
BIOPX vs. SCHG - Drawdown Comparison
The maximum BIOPX drawdown since its inception was -67.91%, which is greater than SCHG's maximum drawdown of -34.59%. Use the drawdown chart below to compare losses from any high point for BIOPX and SCHG.
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Drawdown Indicators
| BIOPX | SCHG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.91% | -34.59% | -33.32% |
Max Drawdown (1Y)Largest decline over 1 year | -14.16% | -16.41% | +2.25% |
Max Drawdown (5Y)Largest decline over 5 years | -51.45% | -34.59% | -16.86% |
Max Drawdown (10Y)Largest decline over 10 years | -51.45% | -34.59% | -16.86% |
Current DrawdownCurrent decline from peak | -11.09% | -12.51% | +1.42% |
Average DrawdownAverage peak-to-trough decline | -16.97% | -5.22% | -11.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.33% | 4.84% | -0.51% |
Volatility
BIOPX vs. SCHG - Volatility Comparison
Baron Opportunity Fund (BIOPX) and Schwab U.S. Large-Cap Growth ETF (SCHG) have volatilities of 6.73% and 6.77%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIOPX | SCHG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.73% | 6.77% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 14.24% | 12.54% | +1.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.54% | 22.45% | +3.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.84% | 22.31% | +4.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.84% | 21.51% | +3.33% |