BCGD vs. ACWV
BCGD (Baron Global Durable Advantage ETF) and ACWV (iShares MSCI Global Min Vol Factor ETF) are both Global Equities funds. BCGD is actively managed, while ACWV is passively managed. At a 0.48 correlation, their price movements are largely independent. BCGD charges 0.75%/yr vs 0.20%/yr for ACWV.
Performance
BCGD vs. ACWV - Performance Comparison
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Returns By Period
In the year-to-date period, BCGD achieves a 4.46% return, which is significantly higher than ACWV's 3.64% return.
BCGD
- 1D
- -0.78%
- 1M
- 0.33%
- 6M
- 1.88%
- YTD
- 4.46%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ACWV
- 1D
- 0.82%
- 1M
- 0.81%
- 6M
- 2.67%
- YTD
- 3.64%
- 1Y
- 6.12%
- 3Y*
- 9.83%
- 5Y*
- 5.48%
- 10Y*
- 6.99%
BCGD vs. ACWV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BCGD Baron Global Durable Advantage ETF | 4.46% | 1.64% |
ACWV iShares MSCI Global Min Vol Factor ETF | 3.64% | 0.07% |
Correlation
The correlation between BCGD and ACWV is 0.48, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 15, 2025 | 0.48 |
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Return for Risk
BCGD vs. ACWV — Risk / Return Rank
BCGD
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
ACWV
BCGD vs. ACWV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Global Durable Advantage ETF (BCGD) and iShares MSCI Global Min Vol Factor ETF (ACWV). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BCGD | ACWV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.14 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 0.97 | — |
| Martin ratioReturn relative to average drawdown | — | 2.75 | — |
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Drawdowns
BCGD vs. ACWV - Drawdown Comparison
The maximum BCGD drawdown since its inception was -13.79%, smaller than the maximum ACWV drawdown of -28.82%. Use the drawdown chart below to compare losses from any high point for BCGD and ACWV.
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Drawdown Indicators
| BCGD | ACWV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.79% | -28.82% | +15.03% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.37% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -7.56% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -18.14% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -28.82% | — |
Current DrawdownCurrent decline from peak | -1.17% | -1.70% | +0.53% |
Average DrawdownAverage peak-to-trough decline | -2.87% | -3.11% | +0.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.23% | — |
Volatility
BCGD vs. ACWV - Volatility Comparison
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Volatility by Period
| BCGD | ACWV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.29% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 6.28% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 18.04% | 8.05% | +9.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.04% | 10.28% | +7.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.04% | 12.29% | +5.75% |
BCGD vs. ACWV - Expense Ratio Comparison
BCGD has a 0.75% expense ratio, which is higher than ACWV's 0.20% expense ratio.
Dividends
BCGD vs. ACWV - Dividend Comparison
BCGD has not paid dividends to shareholders, while ACWV's dividend yield for the trailing twelve months is around 1.94%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACWV iShares MSCI Global Min Vol Factor ETF | 1.94% | 2.09% | 2.33% | 2.41% | 2.18% | 1.92% | 1.77% | 2.54% | 2.32% | 2.04% | 2.56% | 2.28% |
BCGD Baron Global Durable Advantage ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BCGD and ACWV have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ACWV is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ACWV is cheaper with a 0.20% expense ratio, compared with 0.75% for BCGD.
ACWV has the higher dividend yield at 1.94%, compared with 0.00% for BCGD.
They also come from different issuers: Baron Capital and iShares. Their fees differ too: 0.75% for BCGD and 0.20% for ACWV.
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