Screener
BCSM vs BFOR
Baron SMID Cap ETF vs Barron's 400 ETF
Key differences
Both BCSM and BFOR are equity ETFs. BCSM charges 0.75% a year and BFOR 0.65%. The main difference: BCSM follows a active selection strategy; BFOR uses index tracking.
- BCSM follows a active selection strategy; BFOR uses index tracking.
- BFOR costs 0.10% less per year.
- BFOR is much larger than BCSM. Larger funds are usually more liquid and less likely to close.
- BFOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BCSM | BFOR | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.65% |
| Fund size (AUM) | $32M | $215M |
| Since | 2025 | 2013 |
| Dividend yield | — | 0.54% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +24.0% |
| CAGR 3Y | N/A | +19.4% |
| CAGR 5Y | N/A | +10.4% |
| Sharpe 3Y | N/A | 0.91 |
| Volatility 1Y | — | 15.06% |
| Max drawdown | -17.45% | -41.27% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.