Correlation
The correlation between BPTRX and VOO is 0.79, 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.
BPTRX vs. VOO
Compare and contrast key facts about Baron Partners Fund (BPTRX) and Vanguard S&P 500 ETF (VOO).
BPTRX is managed by Baron Capital Group, Inc.. It was launched on Apr 30, 2003. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BPTRX or VOO.
Performance
BPTRX vs. VOO - Performance Comparison
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Key characteristics
BPTRX:
1.13
VOO:
0.60
BPTRX:
1.63
VOO:
0.88
BPTRX:
1.20
VOO:
1.13
BPTRX:
0.98
VOO:
0.56
BPTRX:
2.71
VOO:
2.13
BPTRX:
12.98%
VOO:
4.91%
BPTRX:
36.10%
VOO:
19.46%
BPTRX:
-65.32%
VOO:
-33.99%
BPTRX:
-15.46%
VOO:
-5.22%
Returns By Period
In the year-to-date period, BPTRX achieves a -7.37% return, which is significantly lower than VOO's -0.85% return. Over the past 10 years, BPTRX has outperformed VOO with an annualized return of 19.35%, while VOO has yielded a comparatively lower 12.64% annualized return.
BPTRX
-7.37%
13.14%
2.73%
38.68%
16.29%
26.29%
19.35%
VOO
-0.85%
5.97%
-2.10%
10.85%
15.45%
16.18%
12.64%
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BPTRX vs. VOO - Expense Ratio Comparison
BPTRX has a 1.36% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BPTRX vs. VOO — Risk-Adjusted Performance Rank
BPTRX
VOO
BPTRX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Partners Fund (BPTRX) 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.
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Dividends
BPTRX vs. VOO - Dividend Comparison
BPTRX's dividend yield for the trailing twelve months is around 0.82%, less than VOO's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPTRX Baron Partners Fund | 0.82% | 0.76% | 0.00% | 3.19% | 7.72% | 3.67% | 0.26% | 0.00% | 0.00% | 0.00% | 0.35% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.31% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BPTRX vs. VOO - Drawdown Comparison
The maximum BPTRX drawdown since its inception was -65.32%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BPTRX and VOO.
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Volatility
BPTRX vs. VOO - Volatility Comparison
Baron Partners Fund (BPTRX) has a higher volatility of 7.35% compared to Vanguard S&P 500 ETF (VOO) at 4.44%. This indicates that BPTRX'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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