RW vs BCSM

ARW

BBCSM

Measures won0–1BCSM wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.75%BCSM · $75 on $10k

Most income0.00%RW · $0 on $10k

Smallest drop−17.0%RW · worst fall in 1Y

Held in common7.0%RW and BCSM

BCSM

Rainwater Equity ETF · $17MBaron ETF Trust - Baron SMID Cap ETF · $35M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.95%Expense ratio$95 · $75 on $10k · lower wins0.75%

0.00%12-mo yield$0 · $0 on $10k0.00%

−17.0%Worst dropSmaller wins[…]

16.0%VolatilityLower wins[…]

0–1BCSM wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsRW · BCSM

5.0%LOAR2.9%

2.8%HLT2.5%

3.2%AME1.5%

Held in common7.0%

End-of-day Nov 6, 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						3Y/yr	5Y/yr
1	ARW	Rainwater Equity ETFRead Desk		0.95%	0.00%	+0.6%	+2.6%	−0.2%	new	new	−17.0%	$17M
2	BBCSM	Baron ETF Trust - Baron SMID Cap ETFRead Desk		0.75%	0.00%	+1.7%	+0.4%	new	new	new	[…]	$35M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	ARW	Rainwater Equity ETFRead Desk		0.95%	0.00%	+0.6%	+2.6%	−0.2%	new	new	−17.0%	$17M
2	BBCSM	Baron ETF Trust - Baron SMID Cap ETFRead Desk		0.75%	0.00%	+1.7%	+0.4%	new	new	new	[…]	$35M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RW vs BCSM

Rainwater Equity

[…]

BCSM

Baron ETF Trust - Baron SMID Cap

[…]

MeasureRWBCSM

Fee0.95%0.75%

Cost on $10k a year$95$75

Yield0.00%0.00%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−17.0%[…]

Volatility · 1Y16.0%[…]

1–0measures won
BCSM first

7.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: RW, BCSM

Today

7.0%most shared, RW and BCSM

RWBCSM

RW—7.0%

BCSM7.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$75most kept, BCSM

BCSM$0 − $75 = −$75

RW$0 − $95 = −$95

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee