BCGD - ETF AI Analysis
Top Page
Baron Global Durable Advantage ETF (BCGD)
Rating:70Outperform
Price Target:―
Positive Factors
Strong Leading Holdings
Several of the largest positions, especially in technology and e-commerce, have shown strong year-to-date gains, helping support the fund’s overall performance.
Broad Sector Mix
The ETF spreads its investments across multiple sectors like technology, financials, consumer, and health care, which helps reduce reliance on any single industry.
Global Reach with U.S. Focus
While most assets are in U.S. companies, the fund also includes exposure to markets like Sweden, Canada, France, India, and the UK, adding some international diversification.
Negative Factors
High U.S. Concentration
Nearly all of the fund’s assets are tied to U.S. companies, which means performance is heavily dependent on the U.S. market.
Mixed Performance in Key Financial Holdings
Some major financial stocks in the top holdings have been weak year-to-date, which can drag on the fund’s overall results.
Above-Average Expense Ratio
The ETF’s fee is relatively high compared with many broad index funds, which can slightly reduce the net returns investors receive over time.
BCGD vs. SPDR S&P 500 ETF (SPY)
AUM9.84M
RegionGlobal
Expense Ratio0.75%
Beta1.19
IssuerBaron
Inception DateDec 15, 2025
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,487
30 Day Avg. Volume2,264
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
33.49Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering39
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BCGD Summary
Baron Global Durable Advantage ETF (BCGD) is an actively managed fund that looks for large, established companies around the world with strong, long-term growth potential. It doesn’t track a specific index, but follows a theme of durable, high-quality businesses, with big exposure to U.S. stocks and sectors like technology and finance. Well-known holdings include Nvidia, Amazon, and Alphabet (Google’s parent company). An investor might choose BCGD for growth and global diversification in one investment. However, because it leans heavily toward tech and other growth stocks, its price can rise and fall sharply with market swings.
How much will it cost me?The expense ratio for the Baron Global Durable Advantage ETF (BCGD) is 0.75%, which means you’ll pay $7.50 per year for every $1,000 invested. This is higher than the average for ETFs because it is actively managed, meaning a team of experts selects the investments rather than tracking an index. Active management typically involves higher costs due to research and decision-making efforts.
What would affect this ETF?The Baron Global Durable Advantage ETF (BCGD) could benefit from continued growth in technology and financial sectors, as well as global economic recovery, which may boost its large-cap holdings like Nvidia, Amazon, and Visa. However, potential risks include rising interest rates, which could pressure growth stocks, and global economic uncertainty, which might negatively impact consumer spending and industrial activity. Regulatory changes in key markets or sectors could also pose challenges for some of its top holdings.
BCGD Top 10 Holdings
BCGD is leaning heavily on the global chip-and-AI boom, with TSMC, Nvidia, and ASML acting as the fund’s main engines and generally rising, though valuations look rich. Big Tech names like Amazon, Alphabet, and Meta add another layer of growth, with performance more mixed as some momentum cools after strong runs. On the financial side, Visa and CME are steady contributors, while S&P Global has been lagging and quietly weighing on returns. Overall, it’s a globally diversified, tech-and-finance-heavy portfolio with a clear tilt toward durable growth leaders.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| TSMC | 8.07% | $793.61K | $2.05T | 50.41% | 81 Outperform | |
| Nvidia | 7.18% | $706.12K | $5.45T | 26.93% | 76 Outperform | |
| Amazon | 6.65% | $653.76K | $2.80T | 19.50% | 71 Outperform | |
| Visa | 6.04% | $594.42K | $726.79B | 13.69% | 70 Outperform | |
| Alphabet Class C | 5.35% | $525.90K | $4.29T | 41.97% | 82 Outperform | |
| ASML Holding | 4.52% | $444.56K | $674.52B | 74.71% | 81 Outperform | |
| Meta Platforms | 3.81% | $375.19K | $1.89T | 7.60% | 76 Outperform | |
| S&P Global | 3.73% | $366.85K | $121.51B | -15.76% | 73 Outperform | |
| CME Group | 3.70% | $363.74K | $99.69B | 4.06% | 74 Outperform | |
| Eli Lilly & Co | 3.10% | $305.12K | $1.11T | 43.60% | 72 Outperform |
BCGD Technical Analysis
Positive
―
Price Trends
26.53
Positive
26.36
Positive
25.83
Positive
Market Momentum
0.07
Negative
53.90
Neutral
69.57
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BCGD, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 26.33, equal to the 50-day MA of 26.53, and equal to the 200-day MA of 25.83, indicating a bullish trend. The MACD of 0.07 indicates Negative momentum. The RSI at 53.90 is Neutral, neither overbought nor oversold. The STOCH value of 69.57 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BCGD.
BCGD Peer Comparison
Comparison Results
Performance Comparison
BCGD
Baron Global Durable Advantage ETF
26.59
1.65
6.62%
RCGE
RockCreek Global Equality ETF
―
―
―
NTSD
WisdomTree Efficient U.S. Plus International Equity Fund
―
―
―
BCGS
Bancreek Global Select ETF
―
―
―
OAKG
Oakmark Global Large Cap ETF
―
―
―
GPT
Intelligent Alpha Atlas ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
Table of Contents