BCGD vs. WLDR
BCGD (Baron Global Durable Advantage ETF) and WLDR (Affinity World Leaders Equity ETF) are both Global Equities funds. BCGD is actively managed, while WLDR is passively managed. A 0.71 correlation means they provide meaningful diversification when combined. BCGD charges 0.75%/yr vs 0.67%/yr for WLDR.
Performance
BCGD vs. WLDR - Performance Comparison
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Returns By Period
In the year-to-date period, BCGD achieves a 1.00% return, which is significantly lower than WLDR's 29.53% return.
BCGD
- 1D
- -0.16%
- 1M
- -1.43%
- YTD
- 1.00%
- 6M
- 0.49%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
WLDR
- 1D
- -0.69%
- 1M
- 5.93%
- YTD
- 29.53%
- 6M
- 28.76%
- 1Y
- 53.41%
- 3Y*
- 31.69%
- 5Y*
- 18.49%
- 10Y*
- —
BCGD vs. WLDR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BCGD Baron Global Durable Advantage ETF | 1.00% | 1.64% |
WLDR Affinity World Leaders Equity ETF | 29.53% | 1.27% |
Correlation
The correlation between BCGD and WLDR is 0.71, 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 | 0.71 |
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Return for Risk
BCGD vs. WLDR — Risk / Return Rank
BCGD
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
WLDR
BCGD vs. WLDR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Global Durable Advantage ETF (BCGD) and Affinity World Leaders Equity ETF (WLDR). 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 | WLDR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.56 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 6.06 | — |
| Martin ratioReturn relative to average drawdown | — | 23.46 | — |
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Drawdowns
BCGD vs. WLDR - Drawdown Comparison
The maximum BCGD drawdown since its inception was -13.79%, smaller than the maximum WLDR drawdown of -44.69%. Use the drawdown chart below to compare losses from any high point for BCGD and WLDR.
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Drawdown Indicators
| BCGD | WLDR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.79% | -44.69% | +30.90% |
Max Drawdown (1Y)Largest decline over 1 year | — | -8.86% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -20.30% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -23.77% | — |
Current DrawdownCurrent decline from peak | -3.29% | -2.53% | -0.76% |
Average DrawdownAverage peak-to-trough decline | -3.06% | -8.58% | +5.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.28% | — |
Volatility
BCGD vs. WLDR - Volatility Comparison
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Volatility by Period
| BCGD | WLDR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 7.58% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 13.31% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 18.39% | 16.17% | +2.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.39% | 17.39% | +1.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.39% | 21.00% | -2.61% |
BCGD vs. WLDR - Expense Ratio Comparison
BCGD has a 0.75% expense ratio, which is higher than WLDR's 0.67% expense ratio.
Dividends
BCGD vs. WLDR - Dividend Comparison
BCGD has not paid dividends to shareholders, while WLDR's dividend yield for the trailing twelve months is around 7.18%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
BCGD Baron Global Durable Advantage ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WLDR Affinity World Leaders Equity ETF | 7.18% | 9.01% | 13.99% | 2.28% | 2.10% | 7.55% | 1.80% | 2.48% | 2.82% |
Frequently Asked Questions
BCGD and WLDR have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, WLDR is cheaper at 0.67% per year. The better choice depends on whether you care most about return, fees, risk, or income.
WLDR is cheaper with a 0.67% expense ratio, compared with 0.75% for BCGD.
WLDR has the higher dividend yield at 7.18%, compared with 0.00% for BCGD.
They also come from different issuers: Baron Capital and Regents Park Funds. Their fees differ too: 0.75% for BCGD and 0.67% for WLDR.
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