Correlation
The correlation between BRAGX and VOO is 0.92, 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.
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.
Performance
BRAGX vs. VOO - Performance Comparison
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Key characteristics
BRAGX:
0.91
VOO:
0.74
BRAGX:
1.25
VOO:
1.04
BRAGX:
1.18
VOO:
1.15
BRAGX:
0.83
VOO:
0.68
BRAGX:
2.75
VOO:
2.58
BRAGX:
7.12%
VOO:
4.93%
BRAGX:
23.95%
VOO:
19.54%
BRAGX:
-67.04%
VOO:
-33.99%
BRAGX:
-5.97%
VOO:
-3.55%
Returns By Period
In the year-to-date period, BRAGX achieves a 2.78% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, BRAGX has underperformed VOO with an annualized return of 8.06%, while VOO has yielded a comparatively higher 12.81% annualized return.
BRAGX
2.78%
5.66%
-2.68%
21.17%
16.74%
16.30%
8.06%
VOO
0.90%
4.04%
-1.46%
13.29%
14.31%
15.89%
12.81%
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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 Rank
BRAGX
VOO
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.
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Dividends
BRAGX vs. VOO - Dividend Comparison
BRAGX's dividend yield for the trailing twelve months is around 3.10%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRAGX Bridgeway Aggressive Investors 1 Fund | 3.10% | 3.19% | 0.88% | 1.46% | 9.11% | 1.01% | 1.30% | 11.62% | 0.00% | 0.56% | 0.05% | 0.20% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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.
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Volatility
BRAGX vs. VOO - Volatility Comparison
Bridgeway Aggressive Investors 1 Fund (BRAGX) has a higher volatility of 5.58% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. 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.
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