BCSM vs IWR

ABCSM

BIWR

Measures won0–2IWR wins · of 6 · 5Y

$10,000 · 5Y$14,596IWR

Lowest cost0.18%IWR · $18 on $10k

Most income1.14%IWR · $114 on $10k

Smallest drop−8.2%IWR · worst fall in 1Y

Held in common4.4%BCSM and IWR

BCSM

IWR

Baron ETF Trust - Baron SMID Cap ETF · $35MiShares Russell Mid-Cap ETF · $58.8B

[…]3 years · per year[…] · $17,790+21.2%

[…]5 years · per year[…] · $14,596+7.9%

0.75%Expense ratio$75 · $18 on $10k · lower wins0.18%

0.00%12-mo yield$0 · $114 on $10k1.14%

[…]Worst dropSmaller wins−8.2%

[…]VolatilityLower wins13.4%

0–2IWR wins

$10,000 · 5 yearsOne scale

Shared top holdingsBCSM · IWR

0.9%DDOG0.5%

1.7%AME0.4%

2.2%EW0.4%

2.3%MSCI0.3%

Held in common4.4%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.8B
2	ABCSM	Baron ETF Trust - Baron SMID Cap ETFRead Desk		0.75%	0.00%	+0.4%	+3.0%	new	new	new	[…]	$35M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWR	iShares Russell Mid-Cap ETFRead Desk		0.18%	1.14%	+1.1%	+16.9%	+18.2%	+21.2%	+7.9%	−8.2%	$58.8B
2	ABCSM	Baron ETF Trust - Baron SMID Cap ETFRead Desk		0.75%	0.00%	+0.4%	+3.0%	new	new	new	[…]	$35M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BCSM vs IWR

BCSM

Baron ETF Trust - Baron SMID Cap

[…]

IWR

iShares Russell Mid-Cap

$14,596

MeasureBCSMIWR

Fee0.75%0.18%

Cost on $10k a year$75$18

Yield0.00%1.14%

5 years, per year[…]+7.9%

3 years, per year[…]+21.2%

Worst drop · 1Y[…]−8.2%

Volatility · 1Y[…]13.4%

2–0measures won
IWR first

4.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

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 4, 2026

Overlap: BCSM, IWR

Today

4.4%most shared, BCSM and IWR

BCSMIWR

BCSM—4.4%

IWR4.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$96most kept, IWR

IWR$114 − $18 = $96

BCSM$0 − $75 = −$75

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee