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BCSM vs THLV

Baron SMID Cap ETF vs THOR Equal Weight Low Volatility ETF

BCSM

Baron SMID Cap ETF

Baron Capital Group, Inc.

Annual cost

0.75%

Fund size

$29M

THLV

THOR Equal Weight Low Volatility ETF

THOR

Annual cost

0.64%

Fund size

$58M

Key differences

  • THLV costs 0.11% less per year.
  • BCSM follows a index tracking strategy; THLV uses active selection.

Side-by-side comparison

BCSMTHLV
Annual cost (TER)0.75%0.64%
Fund size (AUM)$29M$58M
Since20252022
Dividend yield1.64%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1YN/A+21.3%
CAGR 3YN/A+13.1%
CAGR 5YN/AN/A
Sharpe 3YN/A0.92
Volatility 1Y9.95%
Max drawdown-17.45%-13.15%

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

Similar to BCSM and THLV