Compare · 2 funds side by side · dividends reinvested

BCSM and VO

BCSMBaron×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,977VO · best of the two

02 / 03

BCSM and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.8%+13.9%+20.5%+6.9%−8.2%12.4%$103B1.0

Baron ETF Trust - Baron SMID Cap ETFUS Stock Styles · Mid cap0.75%0.00%+2.6%[…][…][…][…][…]$35M2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: BCSM 2025 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Baron ETF Trust - Baron SMID Cap ETF · $35M[…]

BCSM

Vanguard Morningstar Mid-Cap ETF · $103B$13,977

$10,000 five years ago, dividends reinvested · they hold 5.8% in common

BCSMMeasureVO

+2.6%Year to dateJan 1 → Nov 3+13.8%

[…]1 yearTotal return+13.9%

[…]3 years · per year$10,000 became […] · $17,496+20.5%

[…]5 years · per year$10,000 became […] · $13,977+6.9%

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

0.00%Trailing 12-mo yield$0 · $135 a year on $10k1.35%

[…]Worst dropSmaller is better−8.2%

[…]VolatilityLower is calmer12.4%

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

0–3VO wins

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

More Ways to See the Pairs

BCSM vs VO: Top 5 Holdings

Today

BCSM

16.7%in top 5

in top 55.3%

BCSMStockVO

3.7%RBRKnot top 5

3.7%IOTnot top 5

3.3%DTnot top 5

3.2%NTSKnot top 5

2.8%AXONnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

Held in common5.8%

End-of-day Nov 3, 2026 · share of each fund

BCSM vs VO Returns, Every Period

BaronBCSM

[…]

past year

VOVanguard

+13.9%

past year

BCSMVOFaded: behind in that period

0–1VO wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

BCSM vs VO

YTD

BaronBCSM

+2.6%

VOVanguard

+13.8%

+2.6%Year to date+13.8%

[…]Worst drop · 1Y−8.2%

[…]Volatility · 1Y12.4%

0.0%Yield1.3%

$35.3MAssets$103B

2–0VO wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BCSM, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

BCSM0.75%$75

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BCSM, VO

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

BCSM0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

BCSM$0 − $75 = −$75

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BCSM, VO

Today

5.8%most shared, BCSM and VO

BCSMVO

BCSM—5.8%

VO5.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.9%VO, at 12.4% volatility

VOWorst drop−8.2%12.4% vol

BCSMWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VOBCSM

+13.8%Year to date+2.6%

1.3%Yield0.0%

+13.9%Past year[…]

0.03%Fee0.75%

3–0VO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026