BCSM vs IVV
Baron SMID Cap ETF vs iShares Core S&P 500 ETF
Which is better, BCSM or IVV?
Small Cap Blend against Large Cap Blend.
IVV 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 | BCSM | IVV |
|---|---|---|
| Expense Ratio | 0.75% | 0.03%Best |
| AUM | - | $886.7B |
| Dividend Yield | 0.00% | 1.10% |
| Holdings | 58 | 508 |
| YTD Return | +1.68% | +13.39%Best |
| 1Y Return | - | +20.08% |
| 3Y Return (annualized) | - | +21.29% |
| 5Y Return (annualized) | - | +12.88% |
| Fund Family | Baron Funds | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Small Cap Blend | Large Cap Blend |
| Inception | Dec 12, 2025 | May 15, 2000 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
BCSM 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.
BCSM vs IVV Performance
Baron SMID Cap ETF (BCSM) 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, BCSM is up 1.68% versus a gain of 13.39% for IVV.
Past performance does not guarantee future results.
Fees and Cost Over Time
BCSM 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, BCSM currently yields 0.00% against 1.10% for IVV.
Holdings Overlap
At least 1.5% of IVV's money is in holdings BCSM also owns.
Stated as a floor: for BCSM, our book for it covers 93.9% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
IVV and BCSM share little of their money.
16 positions in common, counted across the 56 positions we hold weights for in BCSM and 505 in IVV, against full books of 58 and 508.
Top Shared Holdings
| Stock | Weight in BCSM | Weight in IVV | Difference |
|---|---|---|---|
| AXONAxon Enterprise Inc | 4.13% | 0.07% | 4.06% |
| WYNNWynn Resorts Ltd. | 2.12% | 0.01% | 2.11% |
| COHRCoherent, Inc | 2.03% | 0.10% | 1.93% |
| EWEdwards Lifesciences Corp | 2.02% | 0.08% | 1.94% |
| HLTHilton Worldwide Holdings, Inc. | 1.94% | 0.11% | 1.83% |
| MSCIMsci Inc. Class A | 1.96% | 0.06% | 1.90% |
| VMCVulcan Materials Co. | 1.70% | 0.06% | 1.64% |
| CMGChipotle Mexican Grill Inc. Class A | 1.42% | 0.07% | 1.35% |
| ROLRollins Inc. | 1.42% | 0.02% | 1.40% |
| AMEAmetek Inc | 1.28% | 0.09% | 1.19% |
You are not choosing between two funds in isolation.
Whichever of BCSM and IVV you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BCSM or IVV?
BCSM 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 BCSM and IVV?
At least 1.5% of IVV's money is in holdings BCSM also owns. Our book for BCSM is partial, so the real figure is this or higher. They hold 16 positions in common, counted across the 56 positions we hold weights for in BCSM and 505 in IVV.
Which pays a higher dividend, BCSM or IVV?
BCSM yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
Is IVV better than BCSM?
IVV has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.