BCSM vs IVV
Baron SMID Cap ETF vs iShares Core S&P 500 ETF
Which is better, BCSM or IVV?
Small Cap Blend against Large Cap Blend.
IVV has a lower expense ratio. BCSM is less concentrated, with 30.5% of the fund in its ten largest positions against 38.9%.
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 | BCSM | IVV |
|---|---|---|
| Expense Ratio | 0.75% | 0.03%Best |
| AUM | - | $896.5B |
| Dividend Yield | 0.00% | 1.10% |
| Holdings | 56 | 508 |
| YTD Return | -0.99% | +13.59%Best |
| 1Y Return | - | +17.54% |
| 3Y Return (annualized) | - | +22.46% |
| 5Y Return (annualized) | - | +13.28% |
| Top 10 Weight | 30.5%Best | 38.9% |
| Fund Family | Baron Funds | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Small Cap Blend | Large Cap Blend |
| Inception | Dec 12, 2025 | May 15, 2000 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
BCSM vs IVV 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 IVV Performance
Baron SMID Cap ETF (BCSM) is an ETF from Baron Funds and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Year to date, BCSM is down 0.99% versus a gain of 13.59% for IVV.
Past performance does not guarantee future results.
Fees and Cost Over Time
BCSM charges 0.75% per year while IVV 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 1.10% for IVV.
Holdings Overlap
22.5% of BCSM's money is in holdings IVV also owns. 1.3% of IVV's money is in holdings BCSM also owns.
BCSM and IVV share little of their money.
15 positions in common, counted across the 53 positions we hold weights for in BCSM and 506 in IVV, against full books of 56 and 508.
What only one of them owns
Our book lists 485 positions for IVV that do not appear in our book for BCSM (98.1% of the fund), and 33 for BCSM that do not appear in IVV (66.4%).
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 BCSM | Weight in IVV | Difference |
|---|---|---|---|
| AXONAxon Enterprise Inc | 2.77% | 0.05% | 2.72% |
| COHRCoherent, Inc | 2.47% | 0.09% | 2.38% |
| HLTHilton Worldwide Holdings Inc. | 2.12% | 0.11% | 2.01% |
| EWEdwards Lifesciences Corp | 2.02% | 0.07% | 1.95% |
| MSCIM S C I Inc. | 1.99% | 0.06% | 1.93% |
| ILMNIllumina, Inc. | 1.92% | 0.06% | 1.86% |
| VMCVulcan Materials Co. | 1.42% | 0.05% | 1.37% |
| AMEAmetek Inc | 1.30% | 0.09% | 1.21% |
| MPWRMonolithic Power Systems Inc | 1.26% | 0.10% | 1.16% |
| DDOGDatadog Inc | 1.12% | 0.14% | 0.98% |
22.5% of BCSM is already inside IVV.
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, BCSM or IVV?
BCSM has an expense ratio of 0.75% while IVV charges 0.03%. IVV is the cheaper option, by $72 a year on a $10,000 investment.
What is the holdings overlap between BCSM and IVV?
22.5% of BCSM's money is in holdings IVV also owns. 1.3% of IVV's is in holdings BCSM also owns. They hold 15 positions in common, counted across the 53 positions we hold weights for in BCSM and 506 in IVV.
Which pays a higher dividend, BCSM or IVV?
BCSM yields 0.00% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
Is IVV better than BCSM?
IVV has a lower expense ratio. BCSM is less concentrated, with 30.5% of the fund in its ten largest positions against 38.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.