BMDSX vs. VBR
Compare and contrast key facts about Baird Mid Cap Growth Fund (BMDSX) and Vanguard Small-Cap Value ETF (VBR).
BMDSX is managed by Baird. It was launched on Dec 29, 2000. VBR is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap Value Index. It was launched on Jan 26, 2004.
Performance
BMDSX vs. VBR - Performance Comparison
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BMDSX vs. VBR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BMDSX Baird Mid Cap Growth Fund | -2.25% | 4.88% | -1.16% | 19.91% | -27.86% | 21.81% | 34.56% | 35.94% | -1.52% | 26.61% |
VBR Vanguard Small-Cap Value ETF | 3.59% | 9.09% | 12.40% | 16.00% | -9.38% | 28.08% | 5.90% | 22.78% | -12.28% | 11.81% |
Returns By Period
In the year-to-date period, BMDSX achieves a -2.25% return, which is significantly lower than VBR's 3.59% return. Both investments have delivered pretty close results over the past 10 years, with BMDSX having a 9.74% annualized return and VBR not far ahead at 10.14%.
BMDSX
- 1D
- 3.12%
- 1M
- -7.09%
- YTD
- -2.25%
- 6M
- 8.66%
- 1Y
- 13.06%
- 3Y*
- 2.98%
- 5Y*
- 0.71%
- 10Y*
- 9.74%
VBR
- 1D
- 0.41%
- 1M
- -4.79%
- YTD
- 3.59%
- 6M
- 5.25%
- 1Y
- 19.13%
- 3Y*
- 13.58%
- 5Y*
- 7.64%
- 10Y*
- 10.14%
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BMDSX vs. VBR - Expense Ratio Comparison
BMDSX has a 1.05% expense ratio, which is higher than VBR's 0.07% expense ratio.
Return for Risk
BMDSX vs. VBR — Risk / Return Rank
BMDSX
VBR
BMDSX vs. VBR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Mid Cap Growth Fund (BMDSX) and Vanguard Small-Cap Value ETF (VBR). 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.
| BMDSX | VBR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 0.93 | -0.39 |
Sortino ratioReturn per unit of downside risk | 1.16 | 1.43 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.19 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 1.37 | -0.32 |
Martin ratioReturn relative to average drawdown | 2.82 | 5.62 | -2.80 |
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
| BMDSX | VBR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 0.93 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.03 | 0.39 | -0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.47 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.35 | 0.40 | -0.06 |
Correlation
The correlation between BMDSX and VBR is 0.85, 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
BMDSX vs. VBR - Dividend Comparison
BMDSX's dividend yield for the trailing twelve months is around 28.40%, more than VBR's 1.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMDSX Baird Mid Cap Growth Fund | 28.40% | 27.76% | 4.57% | 2.44% | 1.79% | 17.82% | 10.09% | 5.77% | 6.62% | 4.87% | 0.00% | 0.15% |
VBR Vanguard Small-Cap Value ETF | 1.90% | 1.95% | 1.98% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% |
Drawdowns
BMDSX vs. VBR - Drawdown Comparison
The maximum BMDSX drawdown since its inception was -53.96%, smaller than the maximum VBR drawdown of -61.98%. Use the drawdown chart below to compare losses from any high point for BMDSX and VBR.
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Drawdown Indicators
| BMDSX | VBR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.96% | -61.98% | +8.02% |
Max Drawdown (1Y)Largest decline over 1 year | -12.95% | -14.18% | +1.23% |
Max Drawdown (5Y)Largest decline over 5 years | -36.24% | -24.19% | -12.05% |
Max Drawdown (10Y)Largest decline over 10 years | -36.24% | -45.28% | +9.04% |
Current DrawdownCurrent decline from peak | -15.67% | -5.75% | -9.92% |
Average DrawdownAverage peak-to-trough decline | -10.72% | -8.32% | -2.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.82% | 3.46% | +1.36% |
Volatility
BMDSX vs. VBR - Volatility Comparison
Baird Mid Cap Growth Fund (BMDSX) has a higher volatility of 6.21% compared to Vanguard Small-Cap Value ETF (VBR) at 5.40%. This indicates that BMDSX's price experiences larger fluctuations and is considered to be riskier than VBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BMDSX | VBR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.21% | 5.40% | +0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 18.65% | 11.29% | +7.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.35% | 20.64% | +4.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.18% | 19.85% | +2.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.34% | 21.73% | -0.39% |