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BCSM vs IMCV
Baron SMID Cap ETF vs iShares Morningstar Mid-Cap Value ETF
Key differences
- IMCV costs 0.69% less per year.
- IMCV is significantly larger than BCSM — larger funds tend to be more liquid and less likely to close.
- IMCV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BCSM | IMCV | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.06% |
| Fund size (AUM) | $29M | $1.0B |
| Since | 2025 | 2004 |
| Dividend yield | — | 1.96% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | N/A | +24.5% |
| CAGR 3Y | N/A | +16.7% |
| CAGR 5Y | N/A | +8.8% |
| Sharpe 3Y | N/A | 0.91 |
| Volatility 1Y | — | 11.83% |
| Max drawdown | -17.45% | -46.33% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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