BCEM vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricBCEMSPYWinner
Expense Ratio0.80%0.09%
AUM-$789.1B
Dividend Yield0.00%1.01%
Holdings66505
YTD Return+5.60%+13.79%
1Y Return-+23.66%
3Y Return (annualized)-+21.40%
5Y Return (annualized)-+13.37%
Volatility (annualized)-15.3%
Max Drawdown-13.5%-56.5%
Fund FamilyBaron FundsState Street Investment Management
CategoryEquityEquity
InceptionApr 8, 2026Jan 22, 1993

BCEM vs SPY Performance

Baron Emerging Markets Select ETF (BCEM) is a ETF from Baron Funds and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, BCEM is up 5.60% versus a gain of 13.79% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -13.5% for BCEM and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

BCEM charges 0.80% per year while SPY charges 0.09%. On a $10,000 position that is $80 vs $9 annually, a gap of $71 per year that compounds over a long holding period. On income, BCEM currently yields 0.00% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

BCEM and SPY share 0 holdings out of 566 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, BCEM or SPY?

BCEM has an expense ratio of 0.80% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $71 per year of difference.

What is the holdings overlap between BCEM and SPY?

BCEM and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 566 unique securities.

Which pays a higher dividend, BCEM or SPY?

BCEM yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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