BCGD vs WUGI
Baron Global Durable Advantage ETF vs AXS Esoterica NextG Economy ETF
Which is better, BCGD or WUGI?
BCGD costs less.
BCGD has a lower expense ratio. BCGD is less concentrated, with 52.4% of the fund in its ten largest positions against 58.8%.
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 | WUGI |
|---|---|---|
| Expense Ratio | 0.75%Best | 0.84% |
| AUM | - | $33M |
| Dividend Yield | 0.00% | 0.22% |
| Holdings | 80 | 35 |
| YTD Return | +3.14% | +15.77%Best |
| 1Y Return | - | -5.57% |
| 3Y Return (annualized) | - | +24.18% |
| 5Y Return (annualized) | - | +7.64% |
| Top 10 Weight | 52.4%Best | 58.8% |
| Fund Family | Baron Funds | AXS Investments |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Dec 12, 2025 | Mar 31, 2020 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
BCGD vs WUGI 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 WUGI Performance
Baron Global Durable Advantage ETF (BCGD) is an ETF from Baron Funds and AXS Esoterica NextG Economy ETF (WUGI) is an ETF from AXS Investments. Year to date, BCGD is up 3.14% versus a gain of 15.77% for WUGI.
Past performance does not guarantee future results.
Fees and Cost Over Time
BCGD charges 0.75% per year while WUGI charges 0.84%. On a $10,000 position that is $75 vs $84 annually, a gap of $9 per year that compounds over a long holding period. On income, BCGD currently yields 0.00% against 0.22% for WUGI.
Holdings Overlap
38.9% of BCGD's money is in holdings WUGI also owns. 35.2% of WUGI's money is in holdings BCGD also owns.
The two portfolios partly overlap.
8 positions in common, counted across the 39 positions we hold weights for in BCGD and 31 in WUGI, against full books of 80 and 35.
What only one of them owns
Our book lists 21 positions for WUGI that do not appear in our book for BCGD (62.3% of the fund), and 18 for BCGD that do not appear in WUGI (37.7%).
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 WUGI | Difference |
|---|---|---|---|
| 2330:TWTaiwan Semiconductor Manufacturing Co Ltd | 8.68% | 8.34% | 0.34% |
| NVDANvidia Corp | 7.50% | 5.78% | 1.72% |
| AMZNAmazon.Com Inc | 6.51% | 4.89% | 1.62% |
| ASL:ASAsml Holding Nv Unsponsored Adr Ordinary Shares | 4.87% | 6.38% | 1.51% |
| GOOGAlphabet Inc. C | 5.27% | 4.25% | 1.02% |
| AVGOBroadcom Inc | 1.01% | 3.73% | 2.72% |
| METAMeta Platforms Inc | 3.78% | 0.93% | 2.85% |
| PWRQuanta Services Inc | 1.26% | 0.94% | 0.32% |
38.9% of BCGD is already inside WUGI.
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 WUGI?
BCGD has an expense ratio of 0.75% while WUGI charges 0.84%. BCGD is the cheaper option, by $9 a year on a $10,000 investment.
What is the holdings overlap between BCGD and WUGI?
38.9% of BCGD's money is in holdings WUGI also owns. 35.2% of WUGI's is in holdings BCGD also owns. They hold 8 positions in common, counted across the 39 positions we hold weights for in BCGD and 31 in WUGI.
Which pays a higher dividend, BCGD or WUGI?
BCGD yields 0.00% while WUGI yields 0.22%, so WUGI currently pays the higher dividend yield.
Is WUGI better than BCGD?
BCGD has a lower expense ratio. BCGD is less concentrated, with 52.4% of the fund in its ten largest positions against 58.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.