BCGD vs JDIV
Baron Global Durable Advantage ETF vs JPMorgan Dividend Leaders ETF
Which is better, BCGD or JDIV?
JDIV has been ahead.
JDIV has a lower expense ratio. JDIV led over 1Y. JDIV is less concentrated, with 30.3% of the fund in its ten largest positions against 49.5%.
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 | JDIV |
|---|---|---|
| Expense Ratio | 0.75% | 0.47%Best |
| AUM | - | $12M |
| Dividend Yield | 0.00% | 1.57% |
| Holdings | 79 | 193 |
| YTD Return | +0.37% | +3.56%Best |
| 1Y Return | +1.41% | +6.30%Best |
| Top 10 Weight | 49.5% | 30.3%Best |
| Fund Family | Baron Funds | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Dec 12, 2025 | Sep 25, 2024 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
BCGD vs JDIV 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 JDIV Performance
Baron Global Durable Advantage ETF (BCGD) is an ETF from Baron Funds and JPMorgan Dividend Leaders ETF (JDIV) is an ETF from J.P. Morgan Asset Management. Over the past year BCGD returned +1.41% while JDIV returned +6.30%. Year to date, BCGD is up 0.37% versus a gain of 3.56% for JDIV.
Past performance does not guarantee future results.
Fees and Cost Over Time
BCGD charges 0.75% per year while JDIV charges 0.47%. On a $10,000 position that is $75 vs $47 annually, a gap of $28 per year that compounds over a long holding period. On income, BCGD currently yields 0.00% against 1.57% for JDIV.
Holdings Overlap
28.0% of BCGD's money is in holdings JDIV also owns. 14.9% of JDIV's money is in holdings BCGD also owns.
BCGD and JDIV share little of their money.
7 positions in common, counted across the 40 positions we hold weights for in BCGD and 86 in JDIV, against full books of 79 and 193.
What only one of them owns
Our book lists 46 positions for JDIV that do not appear in our book for BCGD (54.8% of the fund), and 18 for BCGD that do not appear in JDIV (42.4%).
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 JDIV | Difference |
|---|---|---|---|
| 2330:TWTaiwan Semiconductor Manufacturing Co Ltd | 6.91% | 5.37% | 1.54% |
| NVDANvidia Corp | 6.10% | 2.78% | 3.32% |
| GOOGAlphabet Inc. C | 4.41% | 2.05% | 2.36% |
| CMECme Group Inc. | 4.18% | 1.60% | 2.58% |
| SPGIS&p Global Inc. | 4.37% | 0.81% | 3.56% |
| AVGOBroadcom Inc | 0.95% | 1.49% | 0.54% |
| APHAmphenol Corp. Class A | 1.09% | 0.76% | 0.33% |
28.0% of BCGD is already inside JDIV.
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 JDIV?
BCGD has an expense ratio of 0.75% while JDIV charges 0.47%. JDIV is the cheaper option, by $28 a year on a $10,000 investment.
Which performed better, BCGD or JDIV?
Over the past year BCGD returned +1.41% vs +6.30% for JDIV, so JDIV leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
What is the holdings overlap between BCGD and JDIV?
28.0% of BCGD's money is in holdings JDIV also owns. 14.9% of JDIV's is in holdings BCGD also owns. They hold 7 positions in common, counted across the 40 positions we hold weights for in BCGD and 86 in JDIV.
Which pays a higher dividend, BCGD or JDIV?
BCGD yields 0.00% while JDIV yields 1.57%, so JDIV currently pays the higher dividend yield.
Is JDIV better than BCGD?
JDIV has a lower expense ratio. JDIV led over 1Y. JDIV is less concentrated, with 30.3% of the fund in its ten largest positions against 49.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.