Compare · 2 funds side by side · dividends reinvested

BCSM and VUG

BCSMBaron×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,565VUG · best of the two

02 / 03

BCSM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B1.0

Baron ETF Trust - Baron SMID Cap ETFUS Stock Styles · Mid cap0.75%0.00%+4.0%[…][…][…][…][…]$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 9, 2026 · returns include dividends · since: BCSM 2025 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

BCSM

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

BCSMMeasureVUG

+4.0%Year to dateJan 1 → Nov 9+4.2%

[…]1 yearTotal return+4.7%

[…]3 years · per year$10,000 became […] · $18,569+22.9%

[…]5 years · per year$10,000 became […] · $16,565+10.6%

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

0.00%Trailing 12-mo yield$0 · $41 a year on $10k0.41%

[…]Worst dropSmaller is better−15.1%

[…]VolatilityLower is calmer19.1%

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

0–3VUG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BCSM vs VUG: Top 5 Holdings

Today

BCSM

15.9%in top 5

VUG

in top 545.2%

BCSMStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

3.6%IOTnot top 5

3.4%RBRKnot top 5

3.0%LOARnot top 5

3.0%DDOGnot top 5

2.8%KRMNnot top 5

Held in common1.8%

End-of-day Nov 9, 2026 · share of each fund

BCSM vs VUG Returns, Every Period

BaronBCSM

[…]

past year

VUGVanguard

+4.7%

past year

BCSMVUGFaded: behind in that period

0–1VUG wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

BCSM vs VUG

YTD

BaronBCSM

+4.0%

VUGVanguard

+4.2%

+4.0%Year to date+4.2%

[…]Worst drop · 1Y−15.1%

[…]Volatility · 1Y19.1%

0.0%Yield0.4%

$35.3MAssets$233B

2–0VUG wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BCSM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

BCSM0.75%$75

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: BCSM, VUG

0.41%highest, VUG

FundTrailing yieldYield$10k

VUG0.41%$41

BCSM0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$38most kept, VUG

VUG$41 − $3 = $38

BCSM$0 − $75 = −$75

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: BCSM, VUG

Today

1.8%most shared, BCSM and VUG

BCSMVUG

BCSM—1.8%

VUG1.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+4.7%VUG, at 19.1% volatility

VUGWorst drop−15.1%19.1% vol

BCSMWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VUGBCSM

+4.2%Year to date+4.0%

0.4%Yield0.0%

+4.7%Past year[…]

0.03%Fee0.75%

3–0VUG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026