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.
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
Key characteristics
BRAGX:
2.00
VOO:
1.81
BRAGX:
2.68
VOO:
2.44
BRAGX:
1.36
VOO:
1.33
BRAGX:
3.15
VOO:
2.74
BRAGX:
9.81
VOO:
11.43
BRAGX:
3.26%
VOO:
2.02%
BRAGX:
15.97%
VOO:
12.77%
BRAGX:
-72.10%
VOO:
-33.99%
BRAGX:
-2.27%
VOO:
-0.72%
Returns By Period
In the year-to-date period, BRAGX achieves a 7.15% return, which is significantly higher than VOO's 3.31% return. Over the past 10 years, BRAGX has underperformed VOO with an annualized return of 6.30%, while VOO has yielded a comparatively higher 13.25% annualized return.
BRAGX
7.15%
6.46%
23.42%
30.80%
11.04%
6.30%
VOO
3.31%
4.26%
12.44%
22.48%
14.26%
13.25%
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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.
Dividends
BRAGX vs. VOO - Dividend Comparison
BRAGX's dividend yield for the trailing twelve months is around 0.50%, less than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRAGX Bridgeway Aggressive Investors 1 Fund | 0.50% | 0.53% | 0.88% | 1.46% | 1.07% | 1.01% | 1.30% | 0.69% | 0.00% | 0.56% | 0.05% | 0.20% |
VOO Vanguard S&P 500 ETF | 1.20% | 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 -72.10%, 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 4.81% compared to Vanguard S&P 500 ETF (VOO) at 3.40%. 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.