Screener
BCSM vs VFVA
Baron SMID Cap ETF vs Vanguard U.S. Value Factor ETF Shares
Key differences
Both BCSM and VFVA are equity ETFs. BCSM charges 0.75% a year and VFVA 0.13%. The main difference: VFVA costs 0.62% less per year.
- VFVA costs 0.62% less per year.
- VFVA is much larger than BCSM. Larger funds are usually more liquid and less likely to close.
- VFVA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BCSM | VFVA | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.13% |
| Fund size (AUM) | $32M | $826M |
| Since | 2025 | 2018 |
| Dividend yield | — | 1.93% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +29.5% |
| CAGR 3Y | N/A | +18.0% |
| CAGR 5Y | N/A | +9.9% |
| Sharpe 3Y | N/A | 0.80 |
| Volatility 1Y | — | 15.27% |
| Max drawdown | -17.45% | -48.57% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.