BCSM vs QQQ

Quick Verdict

QQQ has a lower expense ratio. QQQ offers more diversification with 103 holdings.

Lower Fees: QQQHigher Returns: TiedMore Diversified: QQQ

Side-by-Side Comparison

MetricBCSMQQQWinner
Expense Ratio0.75%0.18%
AUM-$455.8B
Dividend Yield0.00%0.41%
Holdings56108
YTD Return+7.77%+19.68%
1Y Return-+26.75%
3Y Return (annualized)-+26.25%
5Y Return (annualized)-+15.39%
Volatility (annualized)-30.6%
Max Drawdown-17.4%-83.0%
Fund FamilyBaron FundsInvesco (US)
CategoryEquityEquity
InceptionDec 12, 2025Mar 10, 1999

BCSM vs QQQ Performance

Baron SMID Cap ETF (BCSM) is a ETF from Baron Funds and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Year to date, BCSM is up 7.77% versus a gain of 19.68% for QQQ.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -17.4% for BCSM and -83.0% for QQQ. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

BCSM charges 0.75% per year while QQQ charges 0.18%. On a $10,000 position that is $75 vs $18 annually, a gap of $57 per year that compounds over a long holding period. On income, BCSM currently yields 0.00% against 0.41% for QQQ.

Holdings Overlap

0.8%overlap

BCSM and QQQ share 3 holdings out of 156 unique holdings combined, representing a 0.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BCSMWeight in QQQDifference
AXON4.13%0.19%3.94%
MPWR1.21%0.28%0.93%
DDOG1.04%0.38%0.66%

Frequently Asked Questions

Which is cheaper, BCSM or QQQ?

BCSM has an expense ratio of 0.75% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $57 per year of difference.

What is the holdings overlap between BCSM and QQQ?

BCSM and QQQ share 3 common holdings with a 0.8% weight overlap. Combined, they hold 156 unique securities.

Which pays a higher dividend, BCSM or QQQ?

BCSM yields 0.00% while QQQ yields 0.41%, so QQQ currently pays the higher dividend yield.

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