Skip to content
Beacon
Screener

FESM vs BCSM

Fidelity Enhanced Small Cap Core ETF vs Baron SMID Cap ETF

FESM

Fidelity Enhanced Small Cap Core ETF

Fidelity Investments

Annual cost

0.28%

Fund size

$5.0B

BCSM

Baron SMID Cap ETF

Baron Capital Group, Inc.

Annual cost

0.75%

Fund size

$29M

Key differences

  • FESM costs 0.47% less per year.
  • FESM is significantly larger than BCSM — larger funds tend to be more liquid and less likely to close.
  • FESM follows a index enhanced strategy; BCSM uses index tracking.
  • FESM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FESMBCSM
Annual cost (TER)0.28%0.75%
Fund size (AUM)$5.0B$29M
Since20072025
Dividend yield0.55%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+52.9%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y19.05%
Max drawdown-26.93%-17.45%

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

Similar to FESM and BCSM