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BCSM vs PIEQ

Baron SMID Cap ETF vs Principal International Equity ETF

BCSM

Baron SMID Cap ETF

Annual cost

0.75%

Fund size

$32M

PIEQ

Principal International Equity ETF

Annual cost

0.48%

Fund size

$1.4B

Key differences

Both BCSM and PIEQ are equity ETFs. BCSM charges 0.75% a year and PIEQ 0.48%. The main difference: BCSM follows a active selection strategy; PIEQ uses index tracking.

  • BCSM follows a active selection strategy; PIEQ uses index tracking.
  • BCSM covers North America; PIEQ covers global markets excluding the US.
  • PIEQ costs 0.27% less per year.
  • PIEQ is much larger than BCSM. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BCSMPIEQ
Annual cost (TER)0.75%0.48%
Fund size (AUM)$32M$1.4B
Since20252024
Dividend yield1.19%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionindex tracking
CAGR 1YN/A+23.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y16.46%
Max drawdown-17.45%-15.17%

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

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