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BCGD - ETF AI Analysis
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Baron Global Durable Advantage ETF (BCGD)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Top Holdings
The ETF includes high-performing companies like Nvidia, Amazon, and Visa, which have contributed positively to its performance.
Sector Diversification
The fund is spread across multiple sectors, including financials, technology, and consumer cyclical, reducing the risk of overexposure to any one industry.
Global Exposure
While primarily focused on the U.S., the ETF also includes international holdings from countries like Sweden, France, and Japan, adding geographic diversification.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio compared to many other funds, which can eat into investor returns over time.
Overweight in U.S. Market
With over 83% of its holdings in U.S. companies, the fund is heavily reliant on the performance of the U.S. market.
Concentration in Top Holdings
The top 10 holdings make up a significant portion of the portfolio, increasing the risk if any of these companies underperform.
BCGD vs. SPDR S&P 500 ETF (SPY)
AUM6.69M
RegionGlobal
Expense Ratio0.75%
Beta1.44
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. Volume3,257
30 Day Avg. Volume7,524
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
30.67Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering39
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BCGD Summary
The Baron Global Durable Advantage ETF (BCGD) is an investment fund that focuses on large, well-established companies with strong growth potential and market resilience. It includes a mix of global industries, with a heavy focus on U.S. companies like Nvidia and Amazon, as well as exposure to firms in countries like Sweden and France. This ETF could be appealing for investors seeking long-term growth and diversification across sectors like technology, financials, and consumer goods. However, new investors should be aware that its performance can fluctuate with the overall market, especially since it is heavily weighted toward large-cap stocks.
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
This ETF is leaning heavily into global growth stories, with chipmakers TSMC and ASML doing the heavy lifting as their shares keep climbing on AI and semiconductor demand. Nvidia, once the star of the show, has been more mixed lately, taking a bit of shine off the tech sleeve. On the consumer and digital side, Amazon, Alphabet, and Meta have been losing steam, acting more like a headwind than a tailwind. Financials like Visa and Brookfield add diversification, but recent softness there means tech is still steering overall performance.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| TSMC | 7.02% | $473.41K | $1.51T | 94.33% | 81 Outperform | |
| Nvidia | 6.46% | $435.69K | $4.38T | 48.15% | 76 Outperform | |
| Amazon | 5.74% | $387.00K | $2.23T | 4.91% | 71 Outperform | |
| Visa | 5.47% | $369.03K | $585.41B | -7.43% | 70 Outperform | |
| Alphabet Class C | 5.05% | $340.50K | $3.65T | 79.85% | 82 Outperform | |
| S&P Global | 4.14% | $279.10K | $126.24B | -13.16% | 73 Outperform | |
| ASML Holding | 3.97% | $267.61K | $515.87B | 88.47% | 81 Outperform | |
| Meta Platforms | 3.47% | $233.57K | $1.55T | 1.00% | 76 Outperform | |
| Brookfield Corporation | 3.32% | $223.57K | $94.22B | 14.20% | 65 Neutral | |
| CME Group | 2.97% | $200.10K | $111.68B | 20.38% | 74 Outperform |
BCGD Technical Analysis
Negative
―
Price Trends
25.52
Negative
Market Momentum
-0.35
Positive
38.98
Neutral
10.88
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BCGD, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 25.05, equal to the 50-day MA of 25.52, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.35 indicates Positive momentum. The RSI at 38.98 is Neutral, neither overbought nor oversold. The STOCH value of 10.88 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BCGD.
BCGD Peer Comparison
Comparison Results
Performance Comparison
BCGD
Baron Global Durable Advantage ETF
24.34
-0.60
-2.41%
RCGE
RockCreek Global Equality ETF
―
―
―
OAKG
Oakmark Global Large Cap ETF
―
―
―
GPT
Intelligent Alpha Atlas ETF
―
―
―
FFLV
Fidelity Fundamental Large Cap Value ETF
―
―
―
JDIV
JPMorgan Dividend Leaders 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.
Disclaimer
This 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: ―
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