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.
Correlation
The correlation between BPTRX and VOO is 0.78, 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
BPTRX vs. VOO - Performance Comparison
Key characteristics
BPTRX:
1.26
VOO:
2.25
BPTRX:
1.99
VOO:
2.98
BPTRX:
1.25
VOO:
1.42
BPTRX:
0.86
VOO:
3.31
BPTRX:
3.72
VOO:
14.77
BPTRX:
9.82%
VOO:
1.90%
BPTRX:
29.05%
VOO:
12.46%
BPTRX:
-68.06%
VOO:
-33.99%
BPTRX:
-6.70%
VOO:
-2.47%
Returns By Period
In the year-to-date period, BPTRX achieves a 34.76% return, which is significantly higher than VOO's 26.02% return. Over the past 10 years, BPTRX has outperformed VOO with an annualized return of 19.34%, while VOO has yielded a comparatively lower 13.08% annualized return.
BPTRX
34.76%
15.65%
53.40%
33.62%
25.76%
19.34%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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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 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.
Dividends
BPTRX vs. VOO - Dividend Comparison
BPTRX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 0.91%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Baron Partners Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.35% | 0.00% | 0.00% |
Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
BPTRX vs. VOO - Drawdown Comparison
The maximum BPTRX drawdown since its inception was -68.06%, 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. For additional features, visit the drawdowns tool.
Volatility
BPTRX vs. VOO - Volatility Comparison
Baron Partners Fund (BPTRX) has a higher volatility of 12.37% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. 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.