BSCFX vs. SPY
Compare and contrast key facts about Baron Small Cap Fund (BSCFX) and SPDR S&P 500 ETF (SPY).
BSCFX is managed by Baron Capital Group, Inc.. It was launched on Sep 30, 1997. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSCFX or SPY.
Correlation
The correlation between BSCFX and SPY is 0.80, 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
BSCFX vs. SPY - Performance Comparison
Key characteristics
BSCFX:
0.25
SPY:
2.12
BSCFX:
0.46
SPY:
2.81
BSCFX:
1.07
SPY:
1.39
BSCFX:
0.17
SPY:
3.21
BSCFX:
0.85
SPY:
13.42
BSCFX:
6.62%
SPY:
2.01%
BSCFX:
22.27%
SPY:
12.78%
BSCFX:
-58.53%
SPY:
-55.19%
BSCFX:
-27.47%
SPY:
-0.29%
Returns By Period
In the year-to-date period, BSCFX achieves a 7.08% return, which is significantly higher than SPY's 3.73% return. Over the past 10 years, BSCFX has underperformed SPY with an annualized return of -0.16%, while SPY has yielded a comparatively higher 13.76% annualized return.
BSCFX
7.08%
4.83%
-1.70%
6.94%
1.37%
-0.16%
SPY
3.73%
1.10%
12.39%
26.33%
15.23%
13.76%
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BSCFX vs. SPY - Expense Ratio Comparison
BSCFX has a 1.29% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
BSCFX vs. SPY — Risk-Adjusted Performance Rank
BSCFX
SPY
BSCFX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Small Cap Fund (BSCFX) and SPDR S&P 500 ETF (SPY). 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
BSCFX vs. SPY - Dividend Comparison
BSCFX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.16%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSCFX Baron Small Cap Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
BSCFX vs. SPY - Drawdown Comparison
The maximum BSCFX drawdown since its inception was -58.53%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BSCFX and SPY. For additional features, visit the drawdowns tool.
Volatility
BSCFX vs. SPY - Volatility Comparison
Baron Small Cap Fund (BSCFX) and SPDR S&P 500 ETF (SPY) have volatilities of 4.18% and 4.00%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.