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BCSM vs VOTE

Baron SMID Cap ETF vs TCW Transform 500 ETF

BCSM

Baron SMID Cap ETF

Annual cost

0.75%

Fund size

$32M

VOTE

TCW Transform 500 ETF

Annual cost

0.05%

Fund size

$1.1B

Key differences

Both BCSM and VOTE are equity ETFs. BCSM charges 0.75% a year and VOTE 0.05%. The main difference: BCSM follows a active selection strategy; VOTE uses index tracking.

  • BCSM follows a active selection strategy; VOTE uses index tracking.
  • VOTE costs 0.70% less per year.
  • VOTE is much larger than BCSM. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BCSMVOTE
Annual cost (TER)0.75%0.05%
Fund size (AUM)$32M$1.1B
Since20252021
Dividend yield0.89%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+25.1%
CAGR 3YN/A+22.8%
CAGR 5YN/AN/A
Sharpe 3YN/A1.20
Volatility 1Y12.41%
Max drawdown-17.45%-25.70%

Similar to BCSM and VOTE