Correlation
The correlation between BWBIX and VOO is 0.89, 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.
BWBIX vs. VOO
Compare and contrast key facts about Baron WealthBuilder Fund (BWBIX) and Vanguard S&P 500 ETF (VOO).
BWBIX is managed by Baron Capital Group, Inc.. It was launched on Dec 28, 2017. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BWBIX or VOO.
Performance
BWBIX vs. VOO - Performance Comparison
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Key characteristics
BWBIX:
0.89
VOO:
0.74
BWBIX:
1.25
VOO:
1.04
BWBIX:
1.17
VOO:
1.15
BWBIX:
0.79
VOO:
0.68
BWBIX:
2.81
VOO:
2.58
BWBIX:
6.11%
VOO:
4.93%
BWBIX:
21.53%
VOO:
19.54%
BWBIX:
-39.15%
VOO:
-33.99%
BWBIX:
-5.28%
VOO:
-3.55%
Returns By Period
In the year-to-date period, BWBIX achieves a -1.08% return, which is significantly lower than VOO's 0.90% return.
BWBIX
-1.08%
4.80%
-2.10%
18.66%
11.15%
12.84%
N/A
VOO
0.90%
4.04%
-1.46%
13.29%
14.31%
15.89%
12.81%
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BWBIX vs. VOO - Expense Ratio Comparison
BWBIX has a 0.05% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
BWBIX vs. VOO — Risk-Adjusted Performance Rank
BWBIX
VOO
BWBIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron WealthBuilder Fund (BWBIX) 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.
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Dividends
BWBIX vs. VOO - Dividend Comparison
BWBIX's dividend yield for the trailing twelve months is around 0.78%, less than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BWBIX Baron WealthBuilder Fund | 0.78% | 0.77% | 0.06% | 3.21% | 5.48% | 1.23% | 3.51% | 0.14% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
BWBIX vs. VOO - Drawdown Comparison
The maximum BWBIX drawdown since its inception was -39.15%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for BWBIX and VOO.
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Volatility
BWBIX vs. VOO - Volatility Comparison
Baron WealthBuilder Fund (BWBIX) has a higher volatility of 5.15% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. This indicates that BWBIX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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