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.
Correlation
The correlation between BWBIX and VOO 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.
Performance
BWBIX vs. VOO - Performance Comparison
Key characteristics
BWBIX:
1.56
VOO:
1.96
BWBIX:
2.14
VOO:
2.62
BWBIX:
1.28
VOO:
1.36
BWBIX:
0.88
VOO:
2.99
BWBIX:
8.31
VOO:
12.55
BWBIX:
2.90%
VOO:
2.01%
BWBIX:
15.51%
VOO:
12.90%
BWBIX:
-42.79%
VOO:
-33.99%
BWBIX:
-7.46%
VOO:
-1.69%
Returns By Period
In the year-to-date period, BWBIX achieves a 3.16% return, which is significantly higher than VOO's 2.31% return.
BWBIX
3.16%
1.67%
16.60%
24.70%
11.38%
N/A
VOO
2.31%
0.76%
10.79%
24.60%
14.76%
13.71%
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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.
Dividends
BWBIX vs. VOO - Dividend Comparison
BWBIX's dividend yield for the trailing twelve months is around 0.07%, less than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BWBIX Baron WealthBuilder Fund | 0.07% | 0.07% | 0.06% | 0.58% | 0.02% | 0.00% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.22% | 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 -42.79%, 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. For additional features, visit the drawdowns tool.
Volatility
BWBIX vs. VOO - Volatility Comparison
Baron WealthBuilder Fund (BWBIX) has a higher volatility of 4.58% compared to Vanguard S&P 500 ETF (VOO) at 4.22%. 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.