BCGD vs VYM

BCGD vs VYM

Which is better, BCGD or VYM?

Large Cap Growth against Large Cap Value.

VYM has a lower expense ratio. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 50.5%.

Lower Fees: VYMLess Concentrated: VYM

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

MetricBCGDVYM
Expense Ratio0.75%0.04%Best
AUM-$81.6B
Dividend Yield0.00%2.22%
Holdings42613
YTD Return+1.89%+11.35%Best
1Y Return-+15.34%
3Y Return (annualized)-+17.22%
5Y Return (annualized)-+12.30%
Top 10 Weight50.5%26.1%Best
Fund FamilyBaron FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionDec 12, 2025Nov 10, 2006

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

BCGD vs VYM 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 VYM Performance

Baron Global Durable Advantage ETF (BCGD) is an ETF from Baron Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, BCGD is up 1.89% versus a gain of 11.35% for VYM.

Past performance does not guarantee future results.

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 2.22% for VYM.

Holdings Overlap

BCGD already in VYM8.1%
VYM already in BCGD7.9%

8.1% of BCGD's money is in holdings VYM also owns. 7.9% of VYM's money is in holdings BCGD also owns.

BCGD and VYM share little of their money.

4 positions in common, counted across the 40 positions we hold weights for in BCGD and 557 in VYM, against full books of 42 and 613.

What only one of them owns

Our book lists 524 positions for VYM that do not appear in our book for BCGD (89.1% of the fund), and 20 for BCGD that do not appear in VYM (55.4%).

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

StockWeight in BCGDWeight in VYMDifference
AVGOBroadcom Inc1.06%7.35%6.29%
CMECme Group, Cl A3.86%0.39%3.47%
MSCIM S C I Inc.2.32%0.16%2.16%
WSOWatsco Inc0.84%0.04%0.80%

You are not choosing between two funds in isolation.

Whichever of BCGD and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BCGDVYM

Free for up to 10 holdings. No account needed.

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, by $71 a year on a $10,000 investment.

What is the holdings overlap between BCGD and VYM?

8.1% of BCGD's money is in holdings VYM also owns. 7.9% of VYM's is in holdings BCGD also owns. They hold 4 positions in common, counted across the 40 positions we hold weights for in BCGD and 557 in VYM.

Which pays a higher dividend, BCGD or VYM?

BCGD yields 0.00% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than BCGD?

VYM has a lower expense ratio. VYM is less concentrated, with 26.1% 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.