BSCFX vs. VBR
Compare and contrast key facts about Baron Small Cap Fund (BSCFX) and Vanguard Small-Cap Value ETF (VBR).
BSCFX is managed by Baron Capital Group, Inc.. It was launched on Sep 30, 1997. VBR is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap Value Index. It was launched on Jan 26, 2004.
Performance
BSCFX vs. VBR - Performance Comparison
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BSCFX vs. VBR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSCFX Baron Small Cap Fund | -7.98% | -0.92% | 13.11% | 26.90% | -31.19% | 15.42% | 40.38% | 34.60% | -7.39% | 27.34% |
VBR Vanguard Small-Cap Value ETF | 3.59% | 9.09% | 12.40% | 16.00% | -9.38% | 28.08% | 5.90% | 22.78% | -12.28% | 11.81% |
Returns By Period
In the year-to-date period, BSCFX achieves a -7.98% return, which is significantly lower than VBR's 3.59% return. Both investments have delivered pretty close results over the past 10 years, with BSCFX having a 10.02% annualized return and VBR not far ahead at 10.14%.
BSCFX
- 1D
- 3.24%
- 1M
- -7.50%
- YTD
- -7.98%
- 6M
- -9.58%
- 1Y
- 0.12%
- 3Y*
- 6.16%
- 5Y*
- -0.15%
- 10Y*
- 10.02%
VBR
- 1D
- 0.41%
- 1M
- -4.79%
- YTD
- 3.59%
- 6M
- 5.25%
- 1Y
- 19.13%
- 3Y*
- 13.58%
- 5Y*
- 7.64%
- 10Y*
- 10.14%
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BSCFX vs. VBR - Expense Ratio Comparison
BSCFX has a 1.29% expense ratio, which is higher than VBR's 0.07% expense ratio.
Return for Risk
BSCFX vs. VBR — Risk / Return Rank
BSCFX
VBR
BSCFX vs. VBR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Small Cap Fund (BSCFX) and Vanguard Small-Cap Value ETF (VBR). 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 | VBR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.01 | 0.93 | -0.92 |
Sortino ratioReturn per unit of downside risk | 0.18 | 1.43 | -1.25 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.19 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | -0.01 | 1.37 | -1.38 |
Martin ratioReturn relative to average drawdown | -0.03 | 5.62 | -5.66 |
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 | VBR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.01 | 0.93 | -0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.39 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.47 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.40 | +0.01 |
Correlation
The correlation between BSCFX and VBR is 0.88, 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. VBR - Dividend Comparison
BSCFX's dividend yield for the trailing twelve months is around 10.33%, more than VBR's 1.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSCFX Baron Small Cap Fund | 10.33% | 9.50% | 13.96% | 3.04% | 5.90% | 12.47% | 11.17% | 9.60% | 10.91% | 13.57% | 22.41% | 12.56% |
VBR Vanguard Small-Cap Value ETF | 1.90% | 1.95% | 1.98% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% |
Drawdowns
BSCFX vs. VBR - Drawdown Comparison
The maximum BSCFX drawdown since its inception was -55.59%, smaller than the maximum VBR drawdown of -61.98%. Use the drawdown chart below to compare losses from any high point for BSCFX and VBR.
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Drawdown Indicators
| BSCFX | VBR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.59% | -61.98% | +6.39% |
Max Drawdown (1Y)Largest decline over 1 year | -15.00% | -14.18% | -0.82% |
Max Drawdown (5Y)Largest decline over 5 years | -37.94% | -24.19% | -13.75% |
Max Drawdown (10Y)Largest decline over 10 years | -39.58% | -45.28% | +5.70% |
Current DrawdownCurrent decline from peak | -16.50% | -5.75% | -10.75% |
Average DrawdownAverage peak-to-trough decline | -11.07% | -8.32% | -2.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.93% | 3.46% | +1.47% |
Volatility
BSCFX vs. VBR - Volatility Comparison
Baron Small Cap Fund (BSCFX) has a higher volatility of 6.57% compared to Vanguard Small-Cap Value ETF (VBR) at 5.40%. This indicates that BSCFX's price experiences larger fluctuations and is considered to be riskier than VBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSCFX | VBR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.57% | 5.40% | +1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 13.44% | 11.29% | +2.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.46% | 20.64% | +1.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.34% | 19.85% | +2.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.33% | 21.73% | +0.60% |