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BCSM vs VFMF

Baron SMID Cap ETF vs Vanguard U.S. Multifactor ETF Shares

BCSM

Baron SMID Cap ETF

Annual cost

0.75%

Fund size

$32M

VFMF

Vanguard U.S. Multifactor ETF Shares

Annual cost

0.18%

Fund size

$643M

Key differences

Both BCSM and VFMF are equity ETFs. BCSM charges 0.75% a year and VFMF 0.18%. The main difference: VFMF costs 0.57% less per year.

  • VFMF costs 0.57% less per year.
  • VFMF is much larger than BCSM. Larger funds are usually more liquid and less likely to close.
  • VFMF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BCSMVFMF
Annual cost (TER)0.75%0.18%
Fund size (AUM)$32M$643M
Since20252018
Dividend yield1.38%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+33.8%
CAGR 3YN/A+22.7%
CAGR 5YN/A+13.2%
Sharpe 3YN/A1.12
Volatility 1Y13.23%
Max drawdown-17.45%-41.34%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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