BCGD vs. VOLT
BCGD (Baron Global Durable Advantage ETF) and VOLT (Tema Electrification ETF) are both Global Equities funds. Both are actively managed. A 0.56 correlation means they provide meaningful diversification when combined. Both charge a 0.75% expense ratio.
Performance
BCGD vs. VOLT - Performance Comparison
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Returns By Period
In the year-to-date period, BCGD achieves a 2.94% return, which is significantly lower than VOLT's 30.37% return.
BCGD
- 1D
- -1.46%
- 1M
- 0.03%
- 6M
- 0.24%
- YTD
- 2.94%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VOLT
- 1D
- 0.03%
- 1M
- -6.45%
- 6M
- 19.79%
- YTD
- 30.37%
- 1Y
- 43.32%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BCGD vs. VOLT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BCGD Baron Global Durable Advantage ETF | 2.94% | 1.64% |
VOLT Tema Electrification ETF | 30.37% | -0.94% |
Correlation
The correlation between BCGD and VOLT is 0.56, 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 | 0.56 |
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Return for Risk
BCGD vs. VOLT — Risk / Return Rank
BCGD
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
VOLT
BCGD vs. VOLT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Global Durable Advantage ETF (BCGD) and Tema Electrification ETF (VOLT). 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 | VOLT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.32 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 4.21 | — |
| Martin ratioReturn relative to average drawdown | — | 11.25 | — |
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Drawdowns
BCGD vs. VOLT - Drawdown Comparison
The maximum BCGD drawdown since its inception was -13.79%, smaller than the maximum VOLT drawdown of -23.40%. Use the drawdown chart below to compare losses from any high point for BCGD and VOLT.
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Drawdown Indicators
| BCGD | VOLT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.79% | -23.40% | +9.61% |
Max Drawdown (1Y)Largest decline over 1 year | — | -10.34% | — |
Current DrawdownCurrent decline from peak | -2.62% | -10.32% | +7.70% |
Average DrawdownAverage peak-to-trough decline | -2.87% | -5.19% | +2.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.86% | — |
Volatility
BCGD vs. VOLT - Volatility Comparison
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Volatility by Period
| BCGD | VOLT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 9.88% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 19.82% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 18.08% | 23.24% | -5.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.08% | 24.97% | -6.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.08% | 24.97% | -6.89% |
BCGD vs. VOLT - Expense Ratio Comparison
Both BCGD and VOLT have an expense ratio of 0.75%.
Dividends
BCGD vs. VOLT - Dividend Comparison
BCGD has not paid dividends to shareholders, while VOLT's dividend yield for the trailing twelve months is around 0.35%.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BCGD Baron Global Durable Advantage ETF | 0.00% | 0.00% | 0.00% |
VOLT Tema Electrification ETF | 0.35% | 0.46% | 0.01% |
Frequently Asked Questions
BCGD and VOLT have a correlation of 0.56, 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 VOLT have the same expense ratio: 0.75% per year.
VOLT has the higher dividend yield at 0.35%, compared with 0.00% for BCGD.
They also come from different issuers: Baron Capital and Tema.
Find the right allocation for BCGD and VOLT
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