BIOPX vs. VOO
Compare and contrast key facts about Baron Opportunity Fund (BIOPX) and Vanguard S&P 500 ETF (VOO).
BIOPX is managed by Baron Capital Group, Inc.. It was launched on Feb 29, 2000. 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
BIOPX vs. VOO - Performance Comparison
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BIOPX vs. VOO - 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% |
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, BIOPX achieves a -8.95% return, which is significantly lower than VOO's -3.66% return. Over the past 10 years, BIOPX has outperformed VOO with an annualized return of 19.59%, while VOO has yielded a comparatively lower 14.14% 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%
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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BIOPX vs. VOO - Expense Ratio Comparison
BIOPX has a 1.31% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
BIOPX vs. VOO — Risk / Return Rank
BIOPX
VOO
BIOPX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Opportunity Fund (BIOPX) 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.
| BIOPX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.01 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.50 | 1.53 | -0.03 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.64 | 1.55 | +0.09 |
Martin ratioReturn relative to average drawdown | 5.38 | 7.31 | -1.93 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.01 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.71 | -0.44 |
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 | 0.83 | -0.45 |
Correlation
The correlation between BIOPX 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
BIOPX vs. VOO - Dividend Comparison
BIOPX's dividend yield for the trailing twelve months is around 4.65%, more than VOO's 1.18% 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% |
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
BIOPX vs. VOO - Drawdown Comparison
The maximum BIOPX drawdown since its inception was -67.91%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BIOPX and VOO.
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Drawdown Indicators
| BIOPX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.91% | -33.99% | -33.92% |
Max Drawdown (1Y)Largest decline over 1 year | -14.16% | -11.98% | -2.18% |
Max Drawdown (5Y)Largest decline over 5 years | -51.45% | -24.52% | -26.93% |
Max Drawdown (10Y)Largest decline over 10 years | -51.45% | -33.99% | -17.46% |
Current DrawdownCurrent decline from peak | -11.09% | -5.55% | -5.54% |
Average DrawdownAverage peak-to-trough decline | -16.97% | -3.72% | -13.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.33% | 2.55% | +1.78% |
Volatility
BIOPX vs. VOO - Volatility Comparison
Baron Opportunity Fund (BIOPX) has a higher volatility of 6.73% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that BIOPX'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
| BIOPX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.73% | 5.34% | +1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 14.24% | 9.47% | +4.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.54% | 18.11% | +7.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.84% | 16.82% | +10.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.84% | 17.99% | +6.85% |