BRAGX vs. VT
Compare and contrast key facts about Bridgeway Aggressive Investors 1 Fund (BRAGX) and Vanguard Total World Stock ETF (VT).
BRAGX is managed by Bridgeway. It was launched on Aug 5, 1994. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008.
Performance
BRAGX vs. VT - Performance Comparison
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BRAGX vs. VT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRAGX Bridgeway Aggressive Investors 1 Fund | -5.37% | 18.09% | 35.79% | 23.13% | -22.41% | 10.96% | 14.35% | 21.86% | -22.42% | 18.44% |
VT Vanguard Total World Stock ETF | -1.71% | 22.43% | 16.49% | 22.02% | -18.00% | 18.27% | 16.59% | 26.81% | -9.76% | 24.50% |
Returns By Period
In the year-to-date period, BRAGX achieves a -5.37% return, which is significantly lower than VT's -1.71% return. Over the past 10 years, BRAGX has underperformed VT with an annualized return of 9.42%, while VT has yielded a comparatively higher 11.53% annualized return.
BRAGX
- 1D
- -1.12%
- 1M
- -6.58%
- YTD
- -5.37%
- 6M
- -3.43%
- 1Y
- 18.40%
- 3Y*
- 20.43%
- 5Y*
- 8.26%
- 10Y*
- 9.42%
VT
- 1D
- 3.08%
- 1M
- -6.22%
- YTD
- -1.71%
- 6M
- 1.42%
- 1Y
- 21.53%
- 3Y*
- 16.86%
- 5Y*
- 9.22%
- 10Y*
- 11.53%
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BRAGX vs. VT - Expense Ratio Comparison
BRAGX has a 0.39% expense ratio, which is higher than VT's 0.06% expense ratio.
Return for Risk
BRAGX vs. VT — Risk / Return Rank
BRAGX
VT
BRAGX vs. VT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridgeway Aggressive Investors 1 Fund (BRAGX) and Vanguard Total World Stock ETF (VT). 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 | VT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 1.25 | -0.37 |
Sortino ratioReturn per unit of downside risk | 1.35 | 1.84 | -0.50 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.27 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.83 | -0.59 |
Martin ratioReturn relative to average drawdown | 5.83 | 8.51 | -2.67 |
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 | VT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 1.25 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.58 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.67 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.40 | +0.05 |
Correlation
The correlation between BRAGX and VT is 0.89, 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. VT - Dividend Comparison
BRAGX's dividend yield for the trailing twelve months is around 19.97%, more than VT's 1.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRAGX Bridgeway Aggressive Investors 1 Fund | 19.97% | 18.90% | 3.19% | 0.88% | 1.46% | 1.18% | 1.01% | 1.30% | 11.62% | 0.00% | 0.56% | 0.05% |
VT Vanguard Total World Stock ETF | 1.82% | 1.82% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% |
Drawdowns
BRAGX vs. VT - Drawdown Comparison
The maximum BRAGX drawdown since its inception was -67.04%, which is greater than VT's maximum drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for BRAGX and VT.
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Drawdown Indicators
| BRAGX | VT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.04% | -50.27% | -16.77% |
Max Drawdown (1Y)Largest decline over 1 year | -13.13% | -11.84% | -1.29% |
Max Drawdown (5Y)Largest decline over 5 years | -35.92% | -26.38% | -9.54% |
Max Drawdown (10Y)Largest decline over 10 years | -46.74% | -34.24% | -12.50% |
Current DrawdownCurrent decline from peak | -8.08% | -6.89% | -1.19% |
Average DrawdownAverage peak-to-trough decline | -16.06% | -7.08% | -8.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 2.55% | +0.24% |
Volatility
BRAGX vs. VT - Volatility Comparison
The current volatility for Bridgeway Aggressive Investors 1 Fund (BRAGX) is 5.09%, while Vanguard Total World Stock ETF (VT) has a volatility of 6.33%. This indicates that BRAGX experiences smaller price fluctuations and is considered to be less risky than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRAGX | VT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.09% | 6.33% | -1.24% |
Volatility (6M)Calculated over the trailing 6-month period | 11.62% | 9.95% | +1.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.25% | 17.24% | +4.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.40% | 15.98% | +4.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.36% | 17.20% | +4.16% |