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.
Performance
BRAGX vs. VOO - Performance Comparison
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BRAGX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRAGX Bridgeway Aggressive Investors 1 Fund | -2.31% | 18.09% | 35.79% | 23.13% | -22.41% | 10.96% | 14.35% | 21.86% | -22.42% | 18.44% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, BRAGX achieves a -2.31% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, BRAGX has underperformed VOO with an annualized return of 9.77%, while VOO has yielded a comparatively higher 14.14% annualized return.
BRAGX
- 1D
- 3.23%
- 1M
- -3.85%
- YTD
- -2.31%
- 6M
- -0.02%
- 1Y
- 21.35%
- 3Y*
- 21.71%
- 5Y*
- 8.56%
- 10Y*
- 9.77%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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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.
Return for Risk
BRAGX vs. VOO — Risk / Return Rank
BRAGX
VOO
BRAGX vs. VOO - Risk-Adjusted Trends 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.
| BRAGX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.01 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.53 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 1.55 | +0.16 |
Martin ratioReturn relative to average drawdown | 7.98 | 7.31 | +0.67 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BRAGX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.01 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.71 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.79 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.83 | -0.38 |
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.
Dividends
BRAGX vs. VOO - Dividend Comparison
BRAGX's dividend yield for the trailing twelve months is around 19.34%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRAGX Bridgeway Aggressive Investors 1 Fund | 19.34% | 18.90% | 3.19% | 0.88% | 1.46% | 1.18% | 1.01% | 1.30% | 11.62% | 0.00% | 0.56% | 0.05% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
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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Drawdown Indicators
| BRAGX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.04% | -33.99% | -33.05% |
Max Drawdown (1Y)Largest decline over 1 year | -13.13% | -11.98% | -1.15% |
Max Drawdown (5Y)Largest decline over 5 years | -35.92% | -24.52% | -11.40% |
Max Drawdown (10Y)Largest decline over 10 years | -46.74% | -33.99% | -12.75% |
Current DrawdownCurrent decline from peak | -5.11% | -5.55% | +0.44% |
Average DrawdownAverage peak-to-trough decline | -16.06% | -3.72% | -12.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.81% | 2.55% | +0.26% |
Volatility
BRAGX vs. VOO - Volatility Comparison
Bridgeway Aggressive Investors 1 Fund (BRAGX) has a higher volatility of 6.16% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. 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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Volatility by Period
| BRAGX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.16% | 5.34% | +0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 12.05% | 9.47% | +2.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.44% | 18.11% | +3.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.45% | 16.82% | +3.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.38% | 17.99% | +3.39% |