BCSM vs. BCGD
BCSM (Baron SMID Cap ETF) and BCGD (Baron Global Durable Advantage ETF) are both exchange-traded funds - BCSM is a Mid Cap Growth Equities fund actively managed by Baron Capital, while BCGD is a Global Equities fund actively managed by Baron Capital. Both are actively managed. A 0.69 correlation means they provide meaningful diversification when combined. Both charge a 0.75% expense ratio.
Performance
BCSM vs. BCGD - Performance Comparison
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Returns By Period
In the year-to-date period, BCSM achieves a -1.90% return, which is significantly lower than BCGD's 1.16% return.
BCSM
- 1D
- -0.54%
- 1M
- 1.75%
- YTD
- -1.90%
- 6M
- -3.85%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BCGD
- 1D
- -1.94%
- 1M
- -1.27%
- YTD
- 1.16%
- 6M
- 1.10%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BCSM vs. BCGD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BCSM Baron SMID Cap ETF | -1.90% | -2.70% |
BCGD Baron Global Durable Advantage ETF | 1.16% | 1.64% |
Correlation
The correlation between BCSM and BCGD is 0.69, 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 | 0.69 |
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Return for Risk
BCSM vs. BCGD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron SMID Cap ETF (BCSM) and Baron Global Durable Advantage ETF (BCGD). 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
BCSM vs. BCGD - Drawdown Comparison
The maximum BCSM drawdown since its inception was -17.45%, which is greater than BCGD's maximum drawdown of -13.79%. Use the drawdown chart below to compare losses from any high point for BCSM and BCGD.
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Drawdown Indicators
| BCSM | BCGD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.45% | -13.79% | -3.66% |
Current DrawdownCurrent decline from peak | -6.26% | -3.14% | -3.12% |
Average DrawdownAverage peak-to-trough decline | -7.22% | -3.06% | -4.16% |
Volatility
BCSM vs. BCGD - Volatility Comparison
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Volatility by Period
| BCSM | BCGD | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 20.49% | 18.46% | +2.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.49% | 18.46% | +2.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.49% | 18.46% | +2.03% |
BCSM vs. BCGD - Expense Ratio Comparison
Both BCSM and BCGD have an expense ratio of 0.75%.
Dividends
BCSM vs. BCGD - Dividend Comparison
Neither BCSM nor BCGD has paid dividends to shareholders.
Frequently Asked Questions
BCSM and BCGD have a correlation of 0.69, 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.
BCSM and BCGD have the same expense ratio: 0.75% per year.
BCSM and BCGD have nearly identical dividend yields, around 0.00%.
BCSM is categorized as Mid Cap Growth Equities, while BCGD is Global Equities.
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