BCGD vs JDIV
Baron Global Durable Advantage ETF vs JPMorgan Dividend Leaders ETF
Which is better, BCGD or JDIV?
JDIV costs less.
JDIV has a lower expense ratio.
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 | - | $13M |
| Dividend Yield | 0.00% | 1.56% |
| Holdings | 80 | 98 |
| YTD Return | +3.85% | +6.03%Best |
| 1Y Return | - | +7.44% |
| 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, Top 10 Weight.
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. Year to date, BCGD is up 3.85% versus a gain of 6.03% 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 1.56% for JDIV.
Holdings Overlap
At least 30.7% of BCGD's money is in holdings JDIV also owns.
Stated as a floor: for JDIV, our book for it covers 93.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
7 positions in common, counted across the 39 positions we hold weights for in BCGD and 86 in JDIV, against full books of 80 and 98.
Top Shared Holdings
| Stock | Weight in BCGD | Weight in JDIV | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.50% | 2.87% | 4.63% |
| 2330:TWTaiwan Semiconductor Manufacturing Co Ltd | 8.68% | 0.23% | 8.45% |
| GOOGAlphabet Inc. C | 5.27% | 2.03% | 3.24% |
| CMEC M E Group Inc. | 3.55% | 1.13% | 2.42% |
| SPGIS&p Global Inc. | 3.53% | 0.78% | 2.75% |
| APHAmphenol Corp. Class A | 1.17% | 0.91% | 0.26% |
| AVGOBroadcom Inc | 1.01% | 0.70% | 0.31% |
30.7% 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.
What is the holdings overlap between BCGD and JDIV?
At least 30.7% of BCGD's money is in holdings JDIV also owns. Our book for JDIV is partial, so the real figure is this or higher. They hold 7 positions in common, counted across the 39 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 1.56%, so JDIV currently pays the higher dividend yield.
Is JDIV better than BCGD?
JDIV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.