BCGD vs. IDV
BCGD (Baron Global Durable Advantage ETF) and IDV (iShares International Select Dividend ETF) are both Global Equities funds. BCGD is actively managed, while IDV is passively managed. A 0.54 correlation means they provide meaningful diversification when combined. BCGD charges 0.75%/yr vs 0.49%/yr for IDV.
Performance
BCGD vs. IDV - Performance Comparison
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Returns By Period
In the year-to-date period, BCGD achieves a 4.46% return, which is significantly lower than IDV's 11.69% return.
BCGD
- 1D
- -0.78%
- 1M
- 0.33%
- 6M
- 1.88%
- YTD
- 4.46%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IDV
- 1D
- -0.16%
- 1M
- -1.02%
- 6M
- 9.20%
- YTD
- 11.69%
- 1Y
- 29.18%
- 3Y*
- 23.59%
- 5Y*
- 12.80%
- 10Y*
- 10.13%
BCGD vs. IDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BCGD Baron Global Durable Advantage ETF | 4.46% | 1.64% |
IDV iShares International Select Dividend ETF | 11.69% | 1.97% |
Correlation
The correlation between BCGD and IDV is 0.54, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 15, 2025 | 0.54 |
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Return for Risk
BCGD vs. IDV — Risk / Return Rank
BCGD
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IDV
BCGD vs. IDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Global Durable Advantage ETF (BCGD) and iShares International Select Dividend ETF (IDV). 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 | IDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.40 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.44 | — |
| Martin ratioReturn relative to average drawdown | — | 10.71 | — |
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Drawdowns
BCGD vs. IDV - Drawdown Comparison
The maximum BCGD drawdown since its inception was -13.79%, smaller than the maximum IDV drawdown of -70.14%. Use the drawdown chart below to compare losses from any high point for BCGD and IDV.
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Drawdown Indicators
| BCGD | IDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.79% | -70.14% | +56.35% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.52% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -11.86% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.19% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.50% | — |
Current DrawdownCurrent decline from peak | -1.17% | -3.34% | +2.17% |
Average DrawdownAverage peak-to-trough decline | -2.87% | -15.33% | +12.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.73% | — |
Volatility
BCGD vs. IDV - Volatility Comparison
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Volatility by Period
| BCGD | IDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.48% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 11.23% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 18.04% | 13.20% | +4.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.04% | 15.57% | +2.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.04% | 17.61% | +0.43% |
BCGD vs. IDV - Expense Ratio Comparison
BCGD has a 0.75% expense ratio, which is higher than IDV's 0.49% expense ratio.
Dividends
BCGD vs. IDV - Dividend Comparison
BCGD has not paid dividends to shareholders, while IDV's dividend yield for the trailing twelve months is around 5.32%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
IDV iShares International Select Dividend ETF | 5.32% | 4.94% | 6.46% | 6.51% | 7.33% | 5.78% | 5.47% | 5.15% | 5.93% | 4.52% | 4.69% | 5.08% |
Frequently Asked Questions
BCGD and IDV have a correlation of 0.54, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IDV is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IDV is cheaper with a 0.49% expense ratio, compared with 0.75% for BCGD.
IDV has the higher dividend yield at 5.32%, 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 0.49% for IDV.
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