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CCOR vs BCSM

Core Alternative ETF vs Baron SMID Cap ETF

CCOR

Core Alternative ETF

Core Alternative Capital

Annual cost

1.29%

Fund size

$28M

BCSM

Baron SMID Cap ETF

Baron Capital Group, Inc.

Annual cost

0.75%

Fund size

$29M

Key differences

  • BCSM costs 0.54% less per year.
  • CCOR is classified as alternative, while BCSM is equity — different risk/return profiles.
  • CCOR follows a option income strategy; BCSM uses index tracking.
  • CCOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CCORBCSM
Annual cost (TER)1.29%0.75%
Fund size (AUM)$28M$29M
Since20172025
Dividend yield1.08%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y-4.9%N/A
CAGR 3Y-2.5%N/A
CAGR 5Y-2.3%N/A
Sharpe 3Y-0.56N/A
Volatility 1Y6.92%
Max drawdown-22.99%-17.45%

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

Similar to CCOR and BCSM