BVSIX vs. VOO
Compare and contrast key facts about Baywood Socially Responsible Fund (BVSIX) and Vanguard S&P 500 ETF (VOO).
BVSIX is managed by Baywood. It was launched on Jan 3, 2005. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
BVSIX vs. VOO - Performance Comparison
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BVSIX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BVSIX Baywood Socially Responsible Fund | -1.01% | 9.36% | 14.58% | 12.73% | -0.72% | 26.88% | 4.25% | 26.56% | -12.79% | 16.74% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, BVSIX achieves a -1.01% return, which is significantly higher than VOO's -4.42% return. Over the past 10 years, BVSIX has underperformed VOO with an annualized return of 10.53%, while VOO has yielded a comparatively higher 14.05% annualized return.
BVSIX
- 1D
- -0.50%
- 1M
- -7.13%
- YTD
- -1.01%
- 6M
- -0.46%
- 1Y
- 6.91%
- 3Y*
- 11.30%
- 5Y*
- 9.15%
- 10Y*
- 10.53%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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BVSIX vs. VOO - Expense Ratio Comparison
BVSIX has a 0.89% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
BVSIX vs. VOO — Risk / Return Rank
BVSIX
VOO
BVSIX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baywood Socially Responsible Fund (BVSIX) and Vanguard S&P 500 ETF (VOO). 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.
| BVSIX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.48 | 0.98 | -0.50 |
Sortino ratioReturn per unit of downside risk | 0.79 | 1.50 | -0.71 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.23 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 1.53 | -0.95 |
Martin ratioReturn relative to average drawdown | 2.48 | 7.29 | -4.81 |
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
| BVSIX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.48 | 0.98 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.70 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.78 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.83 | -0.41 |
Correlation
The correlation between BVSIX and VOO is 0.86, 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
BVSIX vs. VOO - Dividend Comparison
BVSIX's dividend yield for the trailing twelve months is around 3.80%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BVSIX Baywood Socially Responsible Fund | 3.80% | 3.64% | 4.15% | 4.02% | 3.75% | 4.08% | 1.99% | 2.44% | 10.28% | 2.39% | 1.19% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
BVSIX vs. VOO - Drawdown Comparison
The maximum BVSIX drawdown since its inception was -40.73%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BVSIX and VOO.
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Drawdown Indicators
| BVSIX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.73% | -33.99% | -6.74% |
Max Drawdown (1Y)Largest decline over 1 year | -11.64% | -11.98% | +0.34% |
Max Drawdown (5Y)Largest decline over 5 years | -15.99% | -24.52% | +8.53% |
Max Drawdown (10Y)Largest decline over 10 years | -40.73% | -33.99% | -6.74% |
Current DrawdownCurrent decline from peak | -7.86% | -6.29% | -1.57% |
Average DrawdownAverage peak-to-trough decline | -8.23% | -3.72% | -4.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.76% | 2.52% | +0.24% |
Volatility
BVSIX vs. VOO - Volatility Comparison
The current volatility for Baywood Socially Responsible Fund (BVSIX) is 3.40%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that BVSIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BVSIX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.40% | 5.29% | -1.89% |
Volatility (6M)Calculated over the trailing 6-month period | 8.41% | 9.44% | -1.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.94% | 18.10% | -2.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.85% | 16.82% | -1.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.00% | 17.99% | +0.01% |