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BCSM vs FDEV

Baron SMID Cap ETF vs Fidelity International Multifactor ETF

BCSM

Baron SMID Cap ETF

Annual cost

0.75%

Fund size

$32M

FDEV

Fidelity International Multifactor ETF

Annual cost

0.18%

Fund size

$269M

Key differences

Both BCSM and FDEV are equity ETFs. BCSM charges 0.75% a year and FDEV 0.18%. The main difference: BCSM follows a active selection strategy; FDEV uses index tracking.

  • BCSM follows a active selection strategy; FDEV uses index tracking.
  • BCSM covers North America; FDEV covers global markets excluding the US.
  • FDEV costs 0.57% less per year.
  • FDEV is much larger than BCSM. Larger funds are usually more liquid and less likely to close.
  • FDEV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BCSMFDEV
Annual cost (TER)0.75%0.18%
Fund size (AUM)$32M$269M
Since20252019
Dividend yield2.78%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionindex tracking
CAGR 1YN/A+14.1%
CAGR 3YN/A+14.7%
CAGR 5YN/A+7.1%
Sharpe 3YN/A0.87
Volatility 1Y11.92%
Max drawdown-17.45%-30.11%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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