Compare · 2 funds side by side · dividends reinvested

BCSM and VOE

BCSMBaron×VOEVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,036VOE · best of the two

02 / 03

BCSM and VOE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap Value ETFUS Stock Styles · Mid cap0.05%1.84%+20.7%+24.9%+21.9%+9.9%−6.9%11.0%$22.8B1.0

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 · VOE 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

BCSM

VOE

Vanguard Morningstar Mid-Cap Value ETF · $22.8B$16,036

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BCSMMeasureVOE

+2.6%Year to dateJan 1 → Nov 3+20.7%

[…]1 yearTotal return+24.9%

[…]3 years · per year$10,000 became […] · $18,135+21.9%

[…]5 years · per year$10,000 became […] · $16,036+9.9%

0.75%Expense ratio$75 · $5 a year on $10k · lower is better0.05%

0.00%Trailing 12-mo yield$0 · $184 a year on $10k1.84%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.0%

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

0–3VOE 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 VOE: Top 5 Holdings

Today

BCSM

16.7%in top 5

VOE

in top 58.1%

BCSMStockVOE

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 5VLO1.9%

not top 5MPC1.9%

not top 5PSX1.7%

not top 5HPE1.4%

not top 5WBD1.3%

Held in common0.0%

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

BCSM vs VOE Returns, Every Period

BaronBCSM

[…]

past year

VOEVanguard

+24.9%

past year

BCSMVOEFaded: behind in that period

0–1VOE wins

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

BCSM vs VOE

YTD

BaronBCSM

+2.6%

VOEVanguard

+20.7%

+2.6%Year to date+20.7%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.0%

0.0%Yield1.8%

$35.3MAssets$22.8B

2–0VOE wins

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

Cost, Income and Risk

Fees: BCSM, VOE

Today

0.05%lowest, VOE

FundExpense ratioFee$10k

VOE0.05%$5

BCSM0.75%$75

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

Yields: BCSM, VOE

1.84%highest, VOE

FundTrailing yieldYield$10k

VOE1.84%$184

BCSM0.00%$0

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

Income After Fees on $10,000

$179most kept, VOE

VOE$184 − $5 = $179

BCSM$0 − $75 = −$75

KeptFee

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

Overlap: BCSM, VOE

Today

0.0%most shared, BCSM and VOE

BCSMVOE

BCSM—0.0%

VOE0.0%—

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

Return vs Bumpiness: 2 ETFs

+24.9%VOE, at 11.0% volatility

VOEWorst drop−6.9%11.0% vol

BCSMWorst drop[…][…]

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

Paid More vs Made More

YTD

VOEBCSM

+20.7%Year to date+2.6%

1.8%Yield0.0%

+24.9%Past year[…]

0.05%Fee0.75%

3–0VOE 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