BCSM vs VUG

ABCSM

BVUG

Measures won0–2VUG wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG

Lowest cost0.03%VUG · $3 on $10k

Most income0.41%VUG · $41 on $10k

Smallest drop−15.1%VUG · worst fall in 1Y

Held in common1.8%BCSM and VUG

BCSM

VUG

Baron ETF Trust - Baron SMID Cap ETF · $35MVanguard Morningstar Growth ETF · $233B

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

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

0.75%Expense ratio$75 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $41 on $10k0.41%

[…]Worst dropSmaller wins−15.1%

[…]VolatilityLower wins19.1%

0–2VUG wins

$10,000 · 5 yearsOne scale

Shared top holdingsBCSM · VUG

3.0%DDOG0.3%

1.1%VRT0.3%

2.5%HLT0.2%

1.1%MPWR0.2%

Held in common1.8%

End-of-day Nov 9, 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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	ABCSM	Baron ETF Trust - Baron SMID Cap ETFRead Desk		0.75%	0.00%	+3.6%	+4.0%	new	new	new	[…]	$35M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	ABCSM	Baron ETF Trust - Baron SMID Cap ETFRead Desk		0.75%	0.00%	+3.6%	+4.0%	new	new	new	[…]	$35M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BCSM vs VUG

BCSM

Baron ETF Trust - Baron SMID Cap

[…]

VUG

Vanguard Morningstar Growth

$16,565

MeasureBCSMVUG

Fee0.75%0.03%

Cost on $10k a year$75$3

Yield0.00%0.41%

5 years, per year[…]+10.6%

3 years, per year[…]+22.9%

Worst drop · 1Y[…]−15.1%

Volatility · 1Y[…]19.1%

2–0measures won
VUG first

1.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

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

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