BCGD vs IVV
Baron Global Durable Advantage ETF vs iShares Core S&P 500 ETF
Which is better, BCGD or IVV?
Large Cap Growth against Large Cap Blend.
IVV has a lower expense ratio. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 50.5%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BCGD | IVV |
|---|---|---|
| Expense Ratio | 0.75% | 0.03%Best |
| AUM | - | $876.4B |
| Dividend Yield | 0.00% | 1.06% |
| Holdings | 42 | 508 |
| YTD Return | +1.89% | +12.39%Best |
| 1Y Return | - | +16.61% |
| 3Y Return (annualized) | - | +21.38% |
| 5Y Return (annualized) | - | +13.51% |
| Top 10 Weight | 50.5% | 37.8%Best |
| Fund Family | Baron Funds | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Dec 12, 2025 | May 15, 2000 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
BCGD vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
BCGD vs IVV Performance
Baron Global Durable Advantage ETF (BCGD) is an ETF from Baron Funds and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, BCGD is up 1.89% versus a gain of 12.39% for IVV.
Past performance does not guarantee future results.
Fees and Cost Over Time
BCGD charges 0.75% per year while IVV charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, BCGD currently yields 0.00% against 1.06% for IVV.
Holdings Overlap
57.0% of BCGD's money is in holdings IVV also owns. 23.2% of IVV's money is in holdings BCGD also owns.
The two portfolios partly overlap.
19 positions in common, counted across the 40 positions we hold weights for in BCGD and 490 in IVV, against full books of 42 and 508.
What only one of them owns
Our book lists 463 positions for IVV that do not appear in our book for BCGD (75.5% of the fund), and 5 for BCGD that do not appear in IVV (6.5%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BCGD | Weight in IVV | Difference |
|---|---|---|---|
| NVDANvidia Corp | 6.97% | 8.07% | 1.10% |
| AMZNAmazon.Com Inc | 6.60% | 3.84% | 2.76% |
| GOOGAlphabet Inc | 5.14% | 2.39% | 2.75% |
| VVisa Inc Class A | 5.85% | 0.95% | 4.90% |
| METAMeta Platforms Inc | 3.00% | 1.90% | 1.10% |
| LLYEli Lilly & Co. | 3.08% | 1.38% | 1.70% |
| SPGIS&p Global Inc. | 4.03% | 0.20% | 3.83% |
| CMECme Group, Cl A | 3.86% | 0.16% | 3.70% |
| AVGOBroadcom Inc | 1.06% | 2.65% | 1.59% |
| WELLWelltower, Inc. | 2.96% | 0.25% | 2.71% |
57.0% of BCGD is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BCGD or IVV?
BCGD has an expense ratio of 0.75% while IVV charges 0.03%. IVV is the cheaper option, by $72 a year on a $10,000 investment.
What is the holdings overlap between BCGD and IVV?
57.0% of BCGD's money is in holdings IVV also owns. 23.2% of IVV's is in holdings BCGD also owns. They hold 19 positions in common, counted across the 40 positions we hold weights for in BCGD and 490 in IVV.
Which pays a higher dividend, BCGD or IVV?
BCGD yields 0.00% while IVV yields 1.06%, so IVV currently pays the higher dividend yield.
Is IVV better than BCGD?
IVV has a lower expense ratio. IVV is less concentrated, with 37.8% of the fund in its ten largest positions against 50.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.