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BCSM vs EMPB

Baron SMID Cap ETF vs Efficient Market Portfolio Plus ETF

BCSM

Baron SMID Cap ETF

Baron Capital Group, Inc.

Annual cost

0.75%

Fund size

$29M

EMPB

Efficient Market Portfolio Plus ETF

NextGen EMP, Inc.

Annual cost

2.21%

Fund size

$18M

Key differences

  • BCSM costs 1.46% less per year.
  • BCSM is classified as equity, while EMPB is alternative — different risk/return profiles.
  • BCSM follows a index tracking strategy; EMPB uses active selection.

Side-by-side comparison

BCSMEMPB
Annual cost (TER)0.75%2.21%
Fund size (AUM)$29M$18M
Since20252024
Dividend yield0.82%
Asset classequityalternative
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1YN/A+20.6%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.39%
Max drawdown-17.45%-7.55%

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

Similar to BCSM and EMPB