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BCGD vs IVSS

Baron Global Durable Advantage ETF vs Applied Finance IVS US SMID ETF

BCGD

Baron Global Durable Advantage ETF

Annual cost

0.75%

Fund size

$10M

IVSS

Applied Finance IVS US SMID ETF

Annual cost

0.59%

Fund size

$24M

Key differences

Both BCGD and IVSS are equity ETFs. BCGD charges 0.75% a year and IVSS 0.59%. The main difference: BCGD covers global markets; IVSS covers North America.

  • BCGD covers global markets; IVSS covers North America.
  • IVSS costs 0.16% less per year.

Side-by-side comparison

BCGDIVSS
Annual cost (TER)0.75%0.59%
Fund size (AUM)$10M$24M
Since20252025
Dividend yield
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionactive selection
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-13.78%-8.31%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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