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BCSM vs SPDF

Baron SMID Cap ETF vs Defender Risk Adaptive 500 ETF

BCSM

Baron SMID Cap ETF

Baron Capital Group, Inc.

Annual cost

0.75%

Fund size

$29M

SPDF

Defender Risk Adaptive 500 ETF

Tamarisk Capital Management LLC

Annual cost

0.69%

Fund size

$5M

Key differences

  • SPDF costs 0.06% less per year.
  • BCSM is significantly larger than SPDF — larger funds tend to be more liquid and less likely to close.
  • BCSM follows a index tracking strategy; SPDF uses active selection.

Side-by-side comparison

BCSMSPDF
Annual cost (TER)0.75%0.69%
Fund size (AUM)$29M$5M
Since20252026
Dividend yield
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-17.45%-1.90%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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