BCGD vs. BCSM
BCGD (Baron Global Durable Advantage ETF) and BCSM (Baron SMID Cap ETF) are both exchange-traded funds - BCGD is a Global Equities fund actively managed by Baron Capital, while BCSM is a Mid Cap Growth Equities fund actively managed by Baron Capital. Both are actively managed. Their 0.68 correlation means they have sometimes moved together and sometimes differently. Both charge a 0.75% expense ratio.
Performance
BCGD vs. BCSM - Performance Comparison
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Returns By Period
In the year-to-date period, BCGD achieves a 3.63% return, which is significantly higher than BCSM's -0.54% return.
BCGD
- 1D
- 2.20%
- 1M
- -0.20%
- 6M
- 1.75%
- YTD
- 3.63%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
BCSM
- 1D
- 0.84%
- 1M
- -4.71%
- 6M
- 1.30%
- YTD
- -0.54%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $36.54K | $38.24K | $62.16K | |
| $250.36K | $184.12K | $160.54K |
BCGD vs. BCSM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BCGD Baron Global Durable Advantage ETF | 3.63% | 1.64% |
BCSM Baron SMID Cap ETF | -0.54% | -2.70% |
Correlation
The correlation between BCGD and BCSM is 0.68, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 15, 2025 | 0.68 |
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Return for Risk
BCGD vs. BCSM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Global Durable Advantage ETF (BCGD) and Baron SMID Cap ETF (BCSM). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Drawdowns
BCGD vs. BCSM - Drawdown Comparison
The maximum BCGD drawdown since its inception was -13.79%, smaller than the maximum BCSM drawdown of -17.45%. Use the drawdown chart below to compare losses from any high point for BCGD and BCSM.
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Drawdown Indicators
| BCGD | BCSM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.79% | -17.45% | +3.66% |
Current DrawdownCurrent decline from peak | -1.96% | -5.58% | +3.62% |
Average DrawdownAverage peak-to-trough decline | -2.91% | -6.69% | +3.78% |
Volatility
BCGD vs. BCSM - Volatility Comparison
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Volatility by Period
| BCGD | BCSM | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 18.00% | 19.77% | -1.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.00% | 19.77% | -1.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.00% | 19.77% | -1.77% |
BCGD vs. BCSM - Expense Ratio Comparison
Both BCGD and BCSM have an expense ratio of 0.75%.
Dividends
BCGD vs. BCSM - Dividend Comparison
Neither BCGD nor BCSM has paid dividends to shareholders.
Frequently Asked Questions
BCGD and BCSM have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.75% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
BCGD and BCSM have the same expense ratio: 0.75% per year.
BCGD and BCSM have nearly identical dividend yields, around 0.00%.
BCGD is categorized as Global Equities, while BCSM is Mid Cap Growth Equities.
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