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BCSM vs IJR

Baron SMID Cap ETF vs iShares Core S&P Small-Cap ETF

BCSM

Baron SMID Cap ETF

Baron Capital Group, Inc.

Annual cost

0.75%

Fund size

$29M

IJR

iShares Core S&P Small-Cap ETF

iShares

Annual cost

0.06%

Fund size

$102.6B

Key differences

  • IJR costs 0.69% less per year.
  • IJR is significantly larger than BCSM — larger funds tend to be more liquid and less likely to close.
  • IJR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BCSMIJR
Annual cost (TER)0.75%0.06%
Fund size (AUM)$29M$102.6B
Since20252000
Dividend yield1.16%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+33.1%
CAGR 3YN/A+15.4%
CAGR 5YN/A+5.9%
Sharpe 3YN/A0.63
Volatility 1Y17.65%
Max drawdown-17.45%-44.36%

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

Similar to BCSM and IJR