BSVSX vs. VBR

In the year-to-date period, BSVSX achieves a -8.03% return, which is significantly lower than VBR's -4.02% return. Over the past 10 years, BSVSX has underperformed VBR with an annualized return of 5.37%, while VBR has yielded a comparatively higher 7.81% annualized return.

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BSVSX has a 1.50% expense ratio, which is higher than VBR's 0.07% expense ratio.

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.

The current BSVSX Sharpe Ratio is 0.57, which is higher than the VBR Sharpe Ratio of 0.19. The chart below compares the historical Sharpe Ratios of BSVSX 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.

BSVSX's dividend yield for the trailing twelve months is around 1.24%, less than VBR's 2.23% yield.

The maximum BSVSX drawdown since its inception was -42.57%, smaller than the maximum VBR drawdown of -62.01%. Use the drawdown chart below to compare losses from any high point for BSVSX and VBR.

Baird Equity Opportunity Fund (BSVSX) has a higher volatility of 6.92% compared to Vanguard Small-Cap Value ETF (VBR) at 6.25%. 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.