BCSM vs VOO
Baron SMID Cap ETF vs Vanguard S&P 500 ETF
Which is better, BCSM or VOO?
Small Cap Blend against Large Cap Blend.
VOO has a lower expense ratio. BCSM is less concentrated, with 30.5% of the fund in its ten largest positions against 37.9%.
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 | VOO |
|---|---|---|
| Expense Ratio | 0.75% | 0.03%Best |
| AUM | - | $1.0T |
| Dividend Yield | 0.00% | 1.06% |
| Holdings | 56 | 506 |
| YTD Return | -0.99% | +13.57%Best |
| 1Y Return | - | +17.55% |
| 3Y Return (annualized) | - | +22.46% |
| 5Y Return (annualized) | - | +13.28% |
| Top 10 Weight | 30.5%Best | 37.9% |
| Fund Family | Baron Funds | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Blend | Large Cap Blend |
| Inception | Dec 12, 2025 | Sep 7, 2010 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
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 down 0.99% versus a gain of 13.57% 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 1.06% for VOO.
Holdings Overlap
20.6% of BCSM's money is in holdings VOO also owns. 1.3% of VOO's money is in holdings BCSM also owns.
BCSM and VOO share little of their money.
14 positions in common, counted across the 53 positions we hold weights for in BCSM and 504 in VOO, against full books of 56 and 506.
What only one of them owns
Our book lists 485 positions for VOO that do not appear in our book for BCSM (98.4% of the fund), and 34 for BCSM that do not appear in VOO (68.3%).
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 VOO | Difference |
|---|---|---|---|
| AXONAxon Enterprise Inc | 2.77% | 0.07% | 2.70% |
| COHRCoherent, Inc | 2.47% | 0.08% | 2.39% |
| HLTHilton Worldwide Holdings Inc. | 2.12% | 0.11% | 2.01% |
| EWEdwards Lifesciences Corp | 2.02% | 0.08% | 1.94% |
| MSCIM S C I Inc. | 1.99% | 0.06% | 1.93% |
| VMCVulcan Materials Co. | 1.42% | 0.05% | 1.37% |
| AMEAmetek Inc | 1.30% | 0.08% | 1.22% |
| MPWRMonolithic Power Systems Inc | 1.26% | 0.09% | 1.17% |
| DDOGDatadog Inc | 1.12% | 0.12% | 1.00% |
| ROLRollins Inc. | 1.07% | 0.02% | 1.05% |
20.6% of BCSM is already inside VOO.
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 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?
20.6% of BCSM's money is in holdings VOO also owns. 1.3% of VOO's is in holdings BCSM also owns. They hold 14 positions in common, counted across the 53 positions we hold weights for in BCSM and 504 in VOO.
Which pays a higher dividend, BCSM or VOO?
BCSM yields 0.00% while VOO yields 1.06%, so VOO currently pays the higher dividend yield.
Is VOO better than BCSM?
VOO has a lower expense ratio. BCSM is less concentrated, with 30.5% of the fund in its ten largest positions against 37.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.