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BCHP vs BCSM

Principal Focused Blue Chip ETF vs Baron SMID Cap ETF

BCHP

Principal Focused Blue Chip ETF

Principal Funds

Annual cost

0.58%

Fund size

$223M

BCSM

Baron SMID Cap ETF

Baron Capital Group, Inc.

Annual cost

0.75%

Fund size

$29M

Key differences

  • BCHP costs 0.17% less per year.
  • BCHP is significantly larger than BCSM — larger funds tend to be more liquid and less likely to close.
  • BCHP covers global markets; BCSM covers north america.

Side-by-side comparison

BCHPBCSM
Annual cost (TER)0.58%0.75%
Fund size (AUM)$223M$29M
Since20232025
Dividend yield0.00%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.4%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.85%
Max drawdown-18.56%-17.45%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BCHP and BCSM