BSCFX vs. VBK
Compare and contrast key facts about Baron Small Cap Fund (BSCFX) and Vanguard Small-Cap Growth ETF (VBK).
BSCFX is managed by Baron Capital Group, Inc.. It was launched on Sep 30, 1997. VBK is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap Growth Index. It was launched on Jan 26, 2004.
Performance
BSCFX vs. VBK - Performance Comparison
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BSCFX vs. VBK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSCFX Baron Small Cap Fund | -10.87% | -0.92% | 13.11% | 26.90% | -31.19% | 15.42% | 40.38% | 34.60% | -7.39% | 27.34% |
VBK Vanguard Small-Cap Growth ETF | 0.16% | 8.50% | 16.50% | 21.45% | -28.44% | 5.66% | 35.44% | 32.75% | -5.70% | 21.87% |
Returns By Period
In the year-to-date period, BSCFX achieves a -10.87% return, which is significantly lower than VBK's 0.16% return. Over the past 10 years, BSCFX has underperformed VBK with an annualized return of 9.67%, while VBK has yielded a comparatively higher 10.46% annualized return.
BSCFX
- 1D
- -0.65%
- 1M
- -9.81%
- YTD
- -10.87%
- 6M
- -12.33%
- 1Y
- -2.85%
- 3Y*
- 5.04%
- 5Y*
- -0.38%
- 10Y*
- 9.67%
VBK
- 1D
- 4.37%
- 1M
- -5.52%
- YTD
- 0.16%
- 6M
- 1.80%
- 1Y
- 20.70%
- 3Y*
- 12.47%
- 5Y*
- 2.16%
- 10Y*
- 10.46%
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BSCFX vs. VBK - Expense Ratio Comparison
BSCFX has a 1.29% expense ratio, which is higher than VBK's 0.07% expense ratio.
Return for Risk
BSCFX vs. VBK — Risk / Return Rank
BSCFX
VBK
BSCFX vs. VBK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Small Cap Fund (BSCFX) and Vanguard Small-Cap Growth ETF (VBK). 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.
| BSCFX | VBK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.15 | 0.85 | -1.00 |
Sortino ratioReturn per unit of downside risk | -0.06 | 1.34 | -1.40 |
Omega ratioGain probability vs. loss probability | 0.99 | 1.18 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | -0.36 | 1.38 | -1.74 |
Martin ratioReturn relative to average drawdown | -1.10 | 5.52 | -6.62 |
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
| BSCFX | VBK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.15 | 0.85 | -1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.09 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.46 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.40 | +0.01 |
Correlation
The correlation between BSCFX and VBK is 0.94, 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
BSCFX vs. VBK - Dividend Comparison
BSCFX's dividend yield for the trailing twelve months is around 10.66%, more than VBK's 0.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSCFX Baron Small Cap Fund | 10.66% | 9.50% | 13.96% | 3.04% | 5.90% | 12.47% | 11.17% | 9.60% | 10.91% | 13.57% | 22.41% | 12.56% |
VBK Vanguard Small-Cap Growth ETF | 0.52% | 0.54% | 0.54% | 0.68% | 0.55% | 0.36% | 0.44% | 0.57% | 0.79% | 0.82% | 1.08% | 0.98% |
Drawdowns
BSCFX vs. VBK - Drawdown Comparison
The maximum BSCFX drawdown since its inception was -55.59%, smaller than the maximum VBK drawdown of -58.68%. Use the drawdown chart below to compare losses from any high point for BSCFX and VBK.
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Drawdown Indicators
| BSCFX | VBK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.59% | -58.68% | +3.09% |
Max Drawdown (1Y)Largest decline over 1 year | -15.00% | -14.56% | -0.44% |
Max Drawdown (5Y)Largest decline over 5 years | -37.94% | -38.39% | +0.45% |
Max Drawdown (10Y)Largest decline over 10 years | -39.58% | -38.70% | -0.88% |
Current DrawdownCurrent decline from peak | -19.12% | -7.57% | -11.55% |
Average DrawdownAverage peak-to-trough decline | -11.07% | -10.22% | -0.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.87% | 3.65% | +1.22% |
Volatility
BSCFX vs. VBK - Volatility Comparison
The current volatility for Baron Small Cap Fund (BSCFX) is 5.53%, while Vanguard Small-Cap Growth ETF (VBK) has a volatility of 8.73%. This indicates that BSCFX experiences smaller price fluctuations and is considered to be less risky than VBK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSCFX | VBK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.53% | 8.73% | -3.20% |
Volatility (6M)Calculated over the trailing 6-month period | 13.03% | 15.41% | -2.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.27% | 24.44% | -2.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.29% | 23.49% | -1.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.31% | 22.80% | -0.49% |