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BCSM vs VTWO

Baron SMID Cap ETF vs Vanguard Russell 2000 Index Fund ETF Shares

BCSM

Baron SMID Cap ETF

Baron Capital Group, Inc.

Annual cost

0.75%

Fund size

$29M

VTWO

Vanguard Russell 2000 Index Fund ETF Shares

Vanguard

Annual cost

0.06%

Fund size

$16.6B

Key differences

  • VTWO costs 0.69% less per year.
  • VTWO is significantly larger than BCSM — larger funds tend to be more liquid and less likely to close.
  • VTWO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BCSMVTWO
Annual cost (TER)0.75%0.06%
Fund size (AUM)$29M$16.6B
Since20252010
Dividend yield1.12%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+42.1%
CAGR 3YN/A+19.0%
CAGR 5YN/A+6.7%
Sharpe 3YN/A0.76
Volatility 1Y19.14%
Max drawdown-17.45%-41.19%

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

Similar to BCSM and VTWO