BCSM vs VOO

BCSM vs VOO

Which is better, BCSM or VOO?

Small Cap Blend against Large Cap Blend.

VOO has a lower expense ratio.

Lower Fees: VOO

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

MetricBCSMVOO
Expense Ratio0.75%0.03%Best
AUM-$997.4B
Dividend Yield0.00%1.04%
Holdings58509
YTD Return+1.61%+14.14%Best
1Y Return-+17.31%
3Y Return (annualized)-+23.16%
5Y Return (annualized)-+13.85%
Fund FamilyBaron FundsVanguard (US)
CategoryEquityEquity
StyleSmall Cap BlendLarge Cap Blend
InceptionDec 12, 2025Sep 7, 2010

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

BCSM vs VOO 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 VOO Performance

Baron SMID Cap ETF (BCSM) is an ETF from Baron Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Year to date, BCSM is up 1.61% versus a gain of 14.14% for VOO.

Past performance does not guarantee future results.

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 1.04% for VOO.

Holdings Overlap

VOO already in BCSM1.5%

At least 1.5% of VOO'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.

VOO and BCSM share little of their money.

16 positions in common, counted across the 56 positions we hold weights for in BCSM and 494 in VOO, against full books of 58 and 509.

Top Shared Holdings

StockWeight in BCSMWeight in VOODifference
AXONAxon Enterprise Inc4.13%0.07%4.06%
WYNNWynn Resorts Ltd.2.12%0.01%2.11%
COHRCoherent Corp2.03%0.08%1.95%
EWEdwards Lifesciences Corp2.02%0.08%1.94%
HLTHilton Worldwide Holdings, Inc.1.94%0.11%1.83%
MSCIM S C I Inc.1.96%0.06%1.90%
VMCVulcan Materials Co.1.70%0.05%1.65%
CMGChipotle Mexican Grill Inc. Class A1.42%0.07%1.35%
ROLRollins Inc.1.42%0.02%1.40%
AMEAmetek Inc1.28%0.09%1.19%

You are not choosing between two funds in isolation.

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

BCSMVOO

Free for up to 10 holdings. No account needed.

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, by $72 a year on a $10,000 investment.

What is the holdings overlap between BCSM and VOO?

At least 1.5% of VOO'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 494 in VOO.

Which pays a higher dividend, BCSM or VOO?

BCSM yields 0.00% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than BCSM?

VOO has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.