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BCSM vs EPSV

Baron SMID Cap ETF vs Harbor SMID Cap Value ETF

BCSM

Baron SMID Cap ETF

Baron Capital Group, Inc.

Annual cost

0.75%

Fund size

$29M

EPSV

Harbor SMID Cap Value ETF

Harbor Capital Advisors Inc

Annual cost

0.88%

Fund size

$5M

Key differences

  • BCSM costs 0.13% less per year.
  • BCSM is significantly larger than EPSV — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

BCSMEPSV
Annual cost (TER)0.75%0.88%
Fund size (AUM)$29M$5M
Since20252025
Dividend yield
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+43.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y17.79%
Max drawdown-17.45%-8.93%

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

Similar to BCSM and EPSV