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BCSM vs MSLC

Baron SMID Cap ETF vs Morgan Stanley Pathway Large Cap Equity ETF

BCSM

Baron SMID Cap ETF

Annual cost

0.75%

Fund size

$32M

MSLC

Morgan Stanley Pathway Large Cap Equity ETF

Annual cost

0.39%

Fund size

$4.0B

Key differences

Both BCSM and MSLC are equity ETFs. BCSM charges 0.75% a year and MSLC 0.39%. The main difference: BCSM follows a active selection strategy; MSLC uses index tracking.

  • BCSM follows a active selection strategy; MSLC uses index tracking.
  • BCSM covers North America; MSLC covers global markets.
  • MSLC costs 0.36% less per year.
  • MSLC is much larger than BCSM. Larger funds are usually more liquid and less likely to close.
  • MSLC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BCSMMSLC
Annual cost (TER)0.75%0.39%
Fund size (AUM)$32M$4.0B
Since20251991
Dividend yield0.80%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1YN/A+20.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.04%
Max drawdown-17.45%-17.86%

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

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