BRAGX vs. VOO
Compare and contrast key facts about Bridgeway Aggressive Investors 1 Fund (BRAGX) and Vanguard S&P 500 ETF (VOO).
BRAGX is managed by Bridgeway. It was launched on Aug 5, 1994. 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: BRAGX or VOO.
Key characteristics
| BRAGX | VOO | |
|---|---|---|
| YTD Return | 11.22% | 6.24% |
| 1Y Return | 32.96% | 26.43% |
| 3Y Return (Ann) | 3.84% | 8.07% |
| 5Y Return (Ann) | 8.52% | 13.29% |
| 10Y Return (Ann) | 7.06% | 12.51% |
| Sharpe Ratio | 2.29 | 2.21 |
| Daily Std Dev | 13.90% | 11.73% |
| Max Drawdown | -67.04% | -33.99% |
| Current Drawdown | -4.68% | -3.90% |
Correlation
The correlation between BRAGX and VOO is 0.91, 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
BRAGX vs. VOO - Performance Comparison
In the year-to-date period, BRAGX achieves a 11.22% return, which is significantly higher than VOO's 6.24% return. Over the past 10 years, BRAGX has underperformed VOO with an annualized return of 7.06%, while VOO has yielded a comparatively higher 12.51% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BRAGX vs. VOO - Expense Ratio Comparison
BRAGX has a 0.39% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
BRAGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridgeway Aggressive Investors 1 Fund (BRAGX) 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
BRAGX vs. VOO - Dividend Comparison
BRAGX's dividend yield for the trailing twelve months is around 0.79%, less than VOO's 1.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRAGX Bridgeway Aggressive Investors 1 Fund | 0.79% | 0.88% | 1.46% | 9.11% | 1.01% | 1.30% | 11.62% | 0.00% | 0.56% | 0.05% | 0.20% | 0.69% |
VOO Vanguard S&P 500 ETF | 1.39% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
BRAGX vs. VOO - Drawdown Comparison
The maximum BRAGX drawdown since its inception was -67.04%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BRAGX and VOO. For additional features, visit the drawdowns tool.
Volatility
BRAGX vs. VOO - Volatility Comparison
Bridgeway Aggressive Investors 1 Fund (BRAGX) has a higher volatility of 4.73% compared to Vanguard S&P 500 ETF (VOO) at 3.56%. This indicates that BRAGX'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.