BCGD vs VYM

BCGD vs VYM
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Quick Verdict

VYM has a lower expense ratio. VYM offers more diversification with 616 holdings.

Lower Fees: VYMHigher Returns: TiedMore Diversified: VYM

Side-by-Side Comparison

MetricBCGDVYMWinner
Expense Ratio0.75%0.04%
AUM-$81.6B
Dividend Yield0.00%2.24%
Holdings42616
YTD Return+5.52%+14.84%
1Y Return-+20.88%
3Y Return (annualized)-+18.34%
5Y Return (annualized)-+12.04%
Volatility (annualized)-14.6%
Max Drawdown-13.8%-58.8%
Fund FamilyBaron FundsVanguard (US)
CategoryEquityEquity
InceptionDec 12, 2025Nov 10, 2006

BCGD vs VYM Performance

Baron Global Durable Advantage ETF (BCGD) is a ETF from Baron Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, BCGD is up 5.52% versus a gain of 14.84% for VYM.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -13.8% for BCGD and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

BCGD charges 0.75% per year while VYM charges 0.04%. On a $10,000 position that is $75 vs $4 annually, a gap of $71 per year that compounds over a long holding period. On income, BCGD currently yields 0.00% against 2.24% for VYM.

Holdings Overlap

1.5%overlap

BCGD and VYM share 3 holdings out of 640 unique holdings combined, representing a 1.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BCGDWeight in VYMDifference
AVGO1.11%7.29%6.18%
CME3.50%0.33%3.17%
WSO0.99%0.06%0.93%

Frequently Asked Questions

Which is cheaper, BCGD or VYM?

BCGD has an expense ratio of 0.75% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $71 per year of difference.

What is the holdings overlap between BCGD and VYM?

BCGD and VYM share 3 common holdings with a 1.5% weight overlap. Combined, they hold 640 unique securities.

Which pays a higher dividend, BCGD or VYM?

BCGD yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

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