BCSM vs VOO
Baron SMID Cap ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | BCSM | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.03% | |
| AUM | - | $997.4B | |
| Dividend Yield | 0.00% | 1.08% | |
| Holdings | 58 | 509 | |
| YTD Return | +4.18% | +12.87% | |
| 1Y Return | - | +21.15% | |
| 3Y Return (annualized) | - | +20.93% | |
| 5Y Return (annualized) | - | +12.76% | |
| Volatility (annualized) | - | 14.1% | |
| Max Drawdown | -17.4% | -34.3% | |
| Fund Family | Baron Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 12, 2025 | Sep 7, 2010 |
BCSM vs VOO Performance
Baron SMID Cap ETF (BCSM) is a ETF from Baron Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Year to date, BCSM is up 4.18% versus a gain of 12.87% for VOO.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -17.4% for BCSM and -34.3% for VOO. 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 VOO 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 1.08% for VOO.
Holdings Overlap
BCSM and VOO share 16 holdings out of 545 unique holdings combined, representing a 1.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BCSM or VOO?
BCSM has an expense ratio of 0.75% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
What is the holdings overlap between BCSM and VOO?
BCSM and VOO share 16 common holdings with a 1.5% weight overlap. Combined, they hold 545 unique securities.
Which pays a higher dividend, BCSM or VOO?
BCSM yields 0.00% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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