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BCSM vs FSGS

Baron SMID Cap ETF vs First Trust SMID Growth Strength ETF

BCSM

Baron SMID Cap ETF

Baron Capital Group, Inc.

Annual cost

0.75%

Fund size

$29M

FSGS

First Trust SMID Growth Strength ETF

First Trust

Annual cost

0.61%

Fund size

$29M

Key differences

  • FSGS costs 0.14% less per year.
  • FSGS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BCSMFSGS
Annual cost (TER)0.75%0.61%
Fund size (AUM)$29M$29M
Since20252017
Dividend yield0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+6.0%
CAGR 3YN/A+8.3%
CAGR 5YN/A+2.5%
Sharpe 3YN/A0.33
Volatility 1Y15.30%
Max drawdown-17.45%-43.25%

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

Similar to BCSM and FSGS