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 MSCI US Small Cap Value Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSVSX or VBR.
Key characteristics
| BSVSX | VBR | |
|---|---|---|
| YTD Return | 0.83% | 4.12% |
| 1Y Return | 9.17% | 23.52% |
| 3Y Return (Ann) | 1.23% | 3.85% |
| 5Y Return (Ann) | 5.14% | 9.48% |
| 10Y Return (Ann) | 4.76% | 8.76% |
| Sharpe Ratio | 0.59 | 1.57 |
| Daily Std Dev | 19.89% | 16.78% |
| Max Drawdown | -42.56% | -62.01% |
| Current Drawdown | -3.26% | -2.83% |
Correlation
The correlation between BSVSX and VBR is 0.90, 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.
Performance
BSVSX vs. VBR - Performance Comparison
In the year-to-date period, BSVSX achieves a 0.83% return, which is significantly lower than VBR's 4.12% return. Over the past 10 years, BSVSX has underperformed VBR with an annualized return of 4.76%, while VBR has yielded a comparatively higher 8.76% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BSVSX vs. VBR - Expense Ratio Comparison
BSVSX has a 1.50% expense ratio, which is higher than VBR's 0.07% expense ratio.
Risk-Adjusted Performance
BSVSX vs. VBR - Risk-Adjusted Performance 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.
Dividends
BSVSX vs. VBR - Dividend Comparison
BSVSX has not paid dividends to shareholders, while VBR's dividend yield for the trailing twelve months is around 2.07%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSVSX Baird Equity Opportunity Fund | 0.00% | 0.00% | 33.67% | 4.55% | 5.49% | 0.71% | 4.03% | 2.79% | 0.73% | 0.39% | 1.60% | 1.72% |
VBR Vanguard Small-Cap Value ETF | 2.07% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% | 1.77% | 1.87% |
Drawdowns
BSVSX vs. VBR - Drawdown Comparison
The maximum BSVSX drawdown since its inception was -42.56%, 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. For additional features, visit the drawdowns tool.
Volatility
BSVSX vs. VBR - Volatility Comparison
Baird Equity Opportunity Fund (BSVSX) has a higher volatility of 6.06% compared to Vanguard Small-Cap Value ETF (VBR) at 4.63%. 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.