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
Returns By Period
In the year-to-date period, BPTRX achieves a 16.97% return, which is significantly lower than VOO's 26.16% return. Over the past 10 years, BPTRX has outperformed VOO with an annualized return of 17.66%, while VOO has yielded a comparatively lower 13.18% annualized return.
BPTRX
16.97%
19.56%
33.71%
25.90%
23.85%
17.66%
VOO
26.16%
1.77%
13.62%
32.33%
15.68%
13.18%
Key characteristics
| BPTRX | VOO | |
|---|---|---|
| Sharpe Ratio | 0.92 | 2.70 |
| Sortino Ratio | 1.50 | 3.60 |
| Omega Ratio | 1.18 | 1.50 |
| Calmar Ratio | 0.58 | 3.90 |
| Martin Ratio | 2.51 | 17.65 |
| Ulcer Index | 9.80% | 1.86% |
| Daily Std Dev | 26.59% | 12.19% |
| Max Drawdown | -68.06% | -33.99% |
| Current Drawdown | -17.64% | -0.86% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BPTRX vs. VOO - Expense Ratio Comparison
BPTRX has a 1.36% expense ratio, which is higher than VOO's 0.03% expense ratio.
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.
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 1.24%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BPTRX 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% |
VOO Vanguard S&P 500 ETF | 1.24% | 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 13.44% compared to Vanguard S&P 500 ETF (VOO) at 3.99%. 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.