Screener
FLRG vs BCSM
Fidelity U.S. Multifactor ETF vs Baron SMID Cap ETF
Key differences
Both FLRG and BCSM are equity ETFs. FLRG charges 0.15% a year and BCSM 0.75%. The main difference: FLRG follows a index tracking strategy; BCSM uses active selection.
- FLRG follows a index tracking strategy; BCSM uses active selection.
- FLRG costs 0.60% less per year.
- FLRG is much larger than BCSM. Larger funds are usually more liquid and less likely to close.
- FLRG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FLRG | BCSM | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.75% |
| Fund size (AUM) | $292M | $32M |
| Since | 2020 | 2025 |
| Dividend yield | 1.35% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +14.7% | N/A |
| CAGR 3Y | +18.1% | N/A |
| CAGR 5Y | +12.4% | N/A |
| Sharpe 3Y | 1.04 | N/A |
| Volatility 1Y | 10.38% | — |
| Max drawdown | -19.64% | -17.45% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.