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BRY vs. VOT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

BRY vs. VOT

Last updated May 12, 2025

Compare and contrast key facts about Berry Corporation (BRY) and Vanguard Mid-Cap Growth ETF (VOT).

VOT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Mid Cap Growth Index. It was launched on Aug 17, 2006.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRY or VOT.

Correlation

The correlation between BRY and VOT is 0.20, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Performance

BRY vs. VOT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Berry Corporation (BRY) and Vanguard Mid-Cap Growth ETF (VOT). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

BRY:

142.43%

VOT:

12.76%

Max Drawdown

BRY:

-2.44%

VOT:

-0.75%

Current Drawdown

BRY:

0.00%

VOT:

-0.08%

Returns By Period

BRY

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VOT

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

BRY vs. VOT — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
BRY
The Risk-Adjusted Performance Rank of BRY is 55
Overall Rank
The Sharpe Ratio Rank of BRY is 33
Sharpe Ratio Rank
The Sortino Ratio Rank of BRY is 44
Sortino Ratio Rank
The Omega Ratio Rank of BRY is 55
Omega Ratio Rank
The Calmar Ratio Rank of BRY is 88
Calmar Ratio Rank
The Martin Ratio Rank of BRY is 55
Martin Ratio Rank
VOT
The Risk-Adjusted Performance Rank of VOT is 6464
Overall Rank
The Sharpe Ratio Rank of VOT is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of VOT is 6363
Sortino Ratio Rank
The Omega Ratio Rank of VOT is 6464
Omega Ratio Rank
The Calmar Ratio Rank of VOT is 6767
Calmar Ratio Rank
The Martin Ratio Rank of VOT is 6262
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BRY vs. VOT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Berry Corporation (BRY) and Vanguard Mid-Cap Growth ETF (VOT). 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

BRY vs. VOT - Dividend Comparison

BRY's dividend yield for the trailing twelve months is around 17.81%, more than VOT's 0.68% yield.

TTM20242023202220212020201920182017201620152014
BRY
Berry Corporation		17.81%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VOT
Vanguard Mid-Cap Growth ETF		0.68%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

BRY vs. VOT - Drawdown Comparison

The maximum BRY drawdown since its inception was -2.44%, which is greater than VOT's maximum drawdown of -0.75%. Use the drawdown chart below to compare losses from any high point for BRY and VOT. For additional features, visit the drawdowns tool.

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Volatility

BRY vs. VOT - Volatility Comparison

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