Screener
BCSM vs PY
Baron SMID Cap ETF vs Principal Value ETF
Key differences
Both BCSM and PY are equity ETFs. BCSM charges 0.75% a year and PY 0.15%. The main difference: PY costs 0.60% less per year.
- PY costs 0.60% less per year.
- PY is much larger than BCSM. Larger funds are usually more liquid and less likely to close.
- PY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BCSM | PY | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.15% |
| Fund size (AUM) | $32M | $220M |
| Since | 2025 | 2016 |
| Dividend yield | — | 2.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +13.1% |
| CAGR 3Y | N/A | +12.9% |
| CAGR 5Y | N/A | +7.1% |
| Sharpe 3Y | N/A | 0.69 |
| Volatility 1Y | — | 10.49% |
| Max drawdown | -17.45% | -45.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.