BCGD vs SROI
Baron Global Durable Advantage ETF vs Calamos Antetokounmpo Global Sustainable Equities ETF
Which is better, BCGD or SROI?
BCGD costs less.
BCGD has a lower expense ratio. SROI is less concentrated, with 32.0% of the fund in its ten largest positions against 52.4%.
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 | BCGD | SROI |
|---|---|---|
| Expense Ratio | 0.75%Best | 0.95% |
| AUM | - | $17M |
| Dividend Yield | 0.00% | 0.54% |
| Holdings | 80 | 130 |
| YTD Return | +3.14% | +10.48%Best |
| 1Y Return | - | +13.66% |
| 3Y Return (annualized) | - | +16.01% |
| Top 10 Weight | 52.4% | 32.0%Best |
| Fund Family | Baron Funds | Calamos Investments |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Dec 12, 2025 | Feb 3, 2023 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
BCGD vs SROI 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.
BCGD vs SROI Performance
Baron Global Durable Advantage ETF (BCGD) is an ETF from Baron Funds and Calamos Antetokounmpo Global Sustainable Equities ETF (SROI) is an ETF from Calamos Investments. Year to date, BCGD is up 3.14% versus a gain of 10.48% for SROI.
Past performance does not guarantee future results.
Fees and Cost Over Time
BCGD charges 0.75% per year while SROI charges 0.95%. On a $10,000 position that is $75 vs $95 annually, a gap of $20 per year that compounds over a long holding period. On income, BCGD currently yields 0.00% against 0.54% for SROI.
Holdings Overlap
47.7% of BCGD's money is in holdings SROI also owns. 21.0% of SROI's money is in holdings BCGD also owns.
The two portfolios partly overlap.
13 positions in common, counted across the 39 positions we hold weights for in BCGD and 123 in SROI, against full books of 80 and 130.
What only one of them owns
Our book lists 53 positions for SROI that do not appear in our book for BCGD (45.4% of the fund), and 14 for BCGD that do not appear in SROI (30.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BCGD | Weight in SROI | Difference |
|---|---|---|---|
| 2330:TWTaiwan Semiconductor Manufacturing Co Ltd | 8.68% | 3.91% | 4.77% |
| NVDANvidia Corp | 7.50% | 4.43% | 3.07% |
| AMZNAmazon.Com Inc | 6.51% | 2.61% | 3.90% |
| VVisa Inc Class A | 5.66% | 1.63% | 4.03% |
| ASL:ASAsml Holding Nv Unsponsored Adr Ordinary Shares | 4.87% | 1.18% | 3.69% |
| LLYEli Lilly & Co. | 3.03% | 1.08% | 1.95% |
| SPGIS&p Global Inc. | 3.53% | 0.51% | 3.02% |
| AVGOBroadcom Inc | 1.01% | 1.58% | 0.57% |
| 6861:TKKeyence Corp Jpy50 | 1.48% | 0.90% | 0.58% |
| APHAmphenol Corp. Class A | 1.17% | 1.18% | 0.01% |
47.7% of BCGD is already inside SROI.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BCGD or SROI?
BCGD has an expense ratio of 0.75% while SROI charges 0.95%. BCGD is the cheaper option, by $20 a year on a $10,000 investment.
What is the holdings overlap between BCGD and SROI?
47.7% of BCGD's money is in holdings SROI also owns. 21.0% of SROI's is in holdings BCGD also owns. They hold 13 positions in common, counted across the 39 positions we hold weights for in BCGD and 123 in SROI.
Which pays a higher dividend, BCGD or SROI?
BCGD yields 0.00% while SROI yields 0.54%, so SROI currently pays the higher dividend yield.
Is SROI better than BCGD?
BCGD has a lower expense ratio. SROI is less concentrated, with 32.0% of the fund in its ten largest positions against 52.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.