BCGD

Baron$26.22+0.17 (+0.63%)
AUM $9.8MER 0.75%NAV $25.97Holdings 42

Price Chart

Key Statistics

Previous Close

$26.05

Day Range

$26.16$26.24

52-Week Range

$22.64$27.15

Avg Volume

4.4K

Dividend Yield

Expense Ratio

0.75%

AUM

$9.8M

Shares Outstanding

Sector Breakdown

SectorWeight %
Technology27.68%
Financial Services24.46%
Consumer Cyclical14.32%
Industrials10.76%
Communication Services9.93%
Healthcare6.21%
Real Estate2.90%
Consumer Defensive2.56%
Cash & Others1.17%

Country Allocation

CountryWeight %
United States61.74%
Taiwan8.03%
Sweden4.73%
Canada4.63%
Netherlands4.54%
Japan4.05%
Italy2.85%
Brazil2.20%
France1.78%
China1.59%
Uruguay1.49%
India1.14%
South Korea1.03%
Other0.13%
Germany0.09%

Fund Information

Issuer
Baron
Category
Technology
Inception Date
Dec 12, 2025
Exchange
NYSE
Description
BCGD invests in large-cap companies around the world that possess durable competitive advantages, generate high returns on invested capital, and produce excess free cash flow. Stock selection targets well-managed and developing-market businesses progressing through the later stages of their growth S-curves. The strategy seeks returns on invested capital to remain high, and excess cash is increasingly available for shareholder returns through dividends or share buybacks. The fund invests globally across developed, emerging, and frontier markets. The portfolio maintains exposure to at least three countries outside the United States. At least 40% of net assets are invested in non-US companies, reduced to at least 30% during less favorable conditions, while no minimum US allocation is required.

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QQQInvesco QQQ Trust, Series 1$481.71B

The Baron ETF Trust - Baron Global Durable Advantage ETF (BCGD) is an exchange-traded fund issued by Baron that launched on Dec 12, 2025. It currently manages $9.8M in assets under management. The fund charges an expense ratio of 0.75%. The fund holds 42 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 51.1% of the fund

RankSymbolNameWeight %SharesMarket Value
1TSMTAIWAN SEMICONDUCTOR SP ADR7.96%1,786$764K
2NVDANVIDIA CORP7.09%3,120$681K
3AMZNAMAZON.COM INC6.60%2,519$635K
4VVISA INC CLASS A SHARES5.84%1,527$561K
5GOOGALPHABET INC CL C5.18%1,507$498K
6ASMLASML HOLDING NV NY REG SHS4.46%254$429K
7SPGIS+P GLOBAL INC3.80%890$365K
8CMECME GROUP INC3.74%1,312$360K
9METAMETA PLATFORMS INC CLASS A3.39%505$325K
10LLYELI LILLY + CO3.02%258$290K
11WELLWELLTOWER INC2.94%1,197$282K
12BN.TOBROOKFIELD CORP2.90%7,320$279K
132802.TAJINOMOTO CO INC2.59%7,614$248K
14ATCO-A.STATLAS COPCO AB A SHS2.41%11,142$232K
15HLTHILTON WORLDWIDE HOLDINGS IN2.35%738$226K

Detailed Returns

PeriodReturnETF
1D
+0.63%
1W
-1.63%
1M
-3.43%
3M
-1.26%
6M
+7.70%
YTD
+3.01%
1Y
+4.07%
3Y
+4.07%
5Y
+4.07%

Moving Averages

20-Day MA

$26.62

Below 20-Day MA
50-Day MA

$26.53

Below 50-Day MA
200-Day MA

$25.75

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$27.15

Current Price

$26.22

52-Week Low

$22.64

$22.64$27.15

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricBCGDTechnology(1660 ETFs)
Fund Info
Expense Ratio0.75%0.61%
AUM$9.8M$6.83B
Dividend Yield2.94%
Avg Volume4.4K432.5K
Holdings42198
Performance
1-Month Return-0.32%
6-Month Return+8.18%
YTD Return+13.83%
1-Year Return+27.29%

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