Screener
BCSM vs SCHG
Baron SMID Cap ETF vs Schwab U.S. Large-Cap Growth ETF
Key differences
Both BCSM and SCHG are equity ETFs. BCSM charges 0.75% a year and SCHG 0.04%. The main difference: BCSM follows a active selection strategy; SCHG uses index tracking.
- BCSM follows a active selection strategy; SCHG uses index tracking.
- SCHG costs 0.71% less per year.
- SCHG is much larger than BCSM. Larger funds are usually more liquid and less likely to close.
- SCHG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BCSM | SCHG | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.04% |
| Fund size (AUM) | $32M | $61.1B |
| Since | 2025 | 2009 |
| Dividend yield | — | 0.36% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +17.3% |
| CAGR 3Y | N/A | +22.8% |
| CAGR 5Y | N/A | +14.7% |
| Sharpe 3Y | N/A | 0.97 |
| Volatility 1Y | — | 15.90% |
| Max drawdown | -17.45% | -34.59% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.