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BCSM vs USPX

Baron SMID Cap ETF vs Franklin U.S. Equity Index ETF

BCSM

Baron SMID Cap ETF

Baron Capital Group, Inc.

Annual cost

0.75%

Fund size

$29M

USPX

Franklin U.S. Equity Index ETF

Franklin Templeton Investments

Annual cost

0.03%

Fund size

$1.8B

Key differences

  • USPX costs 0.72% less per year.
  • USPX is significantly larger than BCSM — larger funds tend to be more liquid and less likely to close.
  • USPX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BCSMUSPX
Annual cost (TER)0.75%0.03%
Fund size (AUM)$29M$1.8B
Since20252016
Dividend yield1.09%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+28.8%
CAGR 3YN/A+23.3%
CAGR 5YN/A+12.6%
Sharpe 3YN/A1.22
Volatility 1Y12.24%
Max drawdown-17.45%-31.21%

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

Similar to BCSM and USPX