BSVSX vs. VBR
Compare and contrast key facts about Baird Equity Opportunity Fund (BSVSX) and Vanguard Small-Cap Value ETF (VBR).
BSVSX is managed by Baird. It was launched on May 1, 2012. 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
BSVSX vs. VBR - Performance Comparison
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BSVSX vs. VBR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSVSX Baird Equity Opportunity Fund | -11.46% | 18.43% | 23.72% | 13.56% | -12.58% | 19.10% | 2.58% | 18.19% | -16.58% | 17.79% |
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, BSVSX achieves a -11.46% return, which is significantly lower than VBR's 3.59% return. Over the past 10 years, BSVSX has underperformed VBR with an annualized return of 7.64%, while VBR has yielded a comparatively higher 10.14% annualized return.
BSVSX
- 1D
- 3.02%
- 1M
- -9.74%
- YTD
- -11.46%
- 6M
- 3.51%
- 1Y
- 17.40%
- 3Y*
- 10.39%
- 5Y*
- 6.69%
- 10Y*
- 7.64%
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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BSVSX vs. VBR - Expense Ratio Comparison
BSVSX has a 1.50% expense ratio, which is higher than VBR's 0.07% expense ratio.
Return for Risk
BSVSX vs. VBR — Risk / Return Rank
BSVSX
VBR
BSVSX vs. VBR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Equity Opportunity Fund (BSVSX) 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.
| BSVSX | VBR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.93 | -0.33 |
Sortino ratioReturn per unit of downside risk | 1.18 | 1.43 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.19 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.97 | 1.37 | -0.40 |
Martin ratioReturn relative to average drawdown | 3.12 | 5.62 | -2.50 |
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
| BSVSX | VBR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.93 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.39 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.47 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.40 | -0.02 |
Correlation
The correlation between BSVSX 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
BSVSX vs. VBR - Dividend Comparison
BSVSX's dividend yield for the trailing twelve months is around 30.41%, more than VBR's 1.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSVSX Baird Equity Opportunity Fund | 30.41% | 26.93% | 1.14% | 0.00% | 33.67% | 4.55% | 5.49% | 0.44% | 4.03% | 2.79% | 0.73% | 0.39% |
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
BSVSX vs. VBR - Drawdown Comparison
The maximum BSVSX drawdown since its inception was -42.73%, smaller than the maximum VBR drawdown of -61.98%. Use the drawdown chart below to compare losses from any high point for BSVSX and VBR.
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Drawdown Indicators
| BSVSX | VBR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.73% | -61.98% | +19.25% |
Max Drawdown (1Y)Largest decline over 1 year | -17.49% | -14.18% | -3.31% |
Max Drawdown (5Y)Largest decline over 5 years | -26.83% | -24.19% | -2.64% |
Max Drawdown (10Y)Largest decline over 10 years | -42.73% | -45.28% | +2.55% |
Current DrawdownCurrent decline from peak | -15.00% | -5.75% | -9.25% |
Average DrawdownAverage peak-to-trough decline | -6.81% | -8.32% | +1.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.43% | 3.46% | +1.97% |
Volatility
BSVSX vs. VBR - Volatility Comparison
Baird Equity Opportunity Fund (BSVSX) has a higher volatility of 6.56% compared to Vanguard Small-Cap Value ETF (VBR) at 5.40%. This indicates that BSVSX'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
| BSVSX | VBR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.56% | 5.40% | +1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 20.92% | 11.29% | +9.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.56% | 20.64% | +8.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.71% | 19.85% | +3.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.20% | 21.73% | +0.47% |