Screener
BCSM vs FSMD
Baron SMID Cap ETF vs Fidelity Small-Mid Multifactor ETF
Key differences
Both BCSM and FSMD are equity ETFs. BCSM charges 0.75% a year and FSMD 0.15%. The main difference: BCSM follows a active selection strategy; FSMD uses index tracking.
- BCSM follows a active selection strategy; FSMD uses index tracking.
- FSMD costs 0.60% less per year.
- FSMD is much larger than BCSM. Larger funds are usually more liquid and less likely to close.
- FSMD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BCSM | FSMD | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.15% |
| Fund size (AUM) | $32M | $2.4B |
| Since | 2025 | 2019 |
| Dividend yield | — | 1.22% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +23.0% |
| CAGR 3Y | N/A | +17.5% |
| CAGR 5Y | N/A | +9.4% |
| Sharpe 3Y | N/A | 0.81 |
| Volatility 1Y | — | 15.43% |
| Max drawdown | -17.45% | -40.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.