Compare · 2 funds side by side · dividends reinvested

BCGD and IVV

BCGDBaron×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 03

BCGD and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.0

Baron ETF Trust - Baron Global Durable Advantage ETFInternational · Global0.75%0.00%+4.0%[…][…][…][…][…]$10M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: BCGD 2025 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Baron ETF Trust - Baron Global Durable Advantage ETF · $10M[…]

BCGD

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested · they hold 19.8% in common

BCGDMeasureIVV

+4.0%Year to dateJan 1 → Nov 5+13.4%

[…]1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,178+24.2%

[…]5 years · per year$10,000 became […] · $18,118+12.6%

0.75%Expense ratio$75 · $3 a year on $10k · lower is better0.03%

0.00%Trailing 12-mo yield$0 · $109 a year on $10k1.09%

[…]Worst dropSmaller is better−8.9%

[…]VolatilityLower is calmer12.9%

BCGDIVV Winner of the row, in its colourEach row: the bigger of the two fills its side

0–3IVV wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BCGD vs IVV: Top 5 Holdings

Today

BCGD

29.8%in top 5

IVV

in top 527.7%

BCGDStockIVV

not top 5AAPL7.7%

5.8%NVDA7.3%

6.8%Vnot top 5

6.6%TSMnot top 5

not top 5MSFT6.2%

6.1%AMZN3.9%

4.4%GOOGnot top 5

not top 5GOOGL2.6%

Held in common19.8%

End-of-day Nov 5, 2026 · share of each fund

BCGD vs IVV Returns, Every Period

BaronBCGD

[…]

past year

IVViShares

+13.5%

past year

BCGDIVVFaded: behind in that period

0–1IVV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

International vs Core: BCGD vs IVV

YTD

BaronBCGD

+4.0%

IVViShares

+13.4%

+4.0%Year to date+13.4%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y12.9%

0.0%Yield1.1%

$9.7MAssets$887B

2–0IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BCGD, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

BCGD0.75%$75

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BCGD, IVV

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

BCGD0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

BCGD$0 − $75 = −$75

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BCGD, IVV

Today

19.8%most shared, BCGD and IVV

BCGDIVV

BCGD—19.8%

IVV19.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%IVV, at 12.9% volatility

IVVWorst drop−8.9%12.9% vol

BCGDWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVBCGD

+13.4%Year to date+4.0%

1.1%Yield0.0%

+13.5%Past year[…]

0.03%Fee0.75%

3–0IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026