BSGSX vs. VBR

In the year-to-date period, BSGSX achieves a -10.15% return, which is significantly lower than VBR's -5.75% return.

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BSGSX has a 1.10% expense ratio, which is higher than VBR's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Baird Small/Mid Cap Growth Fund (BSGSX) 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.

The current BSGSX Sharpe Ratio is 0.03, which is lower than the VBR Sharpe Ratio of 0.08. The chart below compares the historical Sharpe Ratios of BSGSX and VBR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BSGSX has not paid dividends to shareholders, while VBR's dividend yield for the trailing twelve months is around 2.27%.

The maximum BSGSX drawdown since its inception was -38.65%, smaller than the maximum VBR drawdown of -62.01%. Use the drawdown chart below to compare losses from any high point for BSGSX and VBR. For additional features, visit the drawdowns tool.

Baird Small/Mid Cap Growth Fund (BSGSX) and Vanguard Small-Cap Value ETF (VBR) have volatilities of 10.84% and 10.59%, 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.