Screener
FORH vs BCSM
Formidable ETF vs Baron SMID Cap ETF
Key differences
- BCSM costs 0.44% less per year.
- FORH is classified as alternative, while BCSM is equity — different risk/return profiles.
- FORH follows a option income strategy; BCSM uses index tracking.
Side-by-side comparison
| FORH | BCSM | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.75% |
| Fund size (AUM) | $20M | $29M |
| Since | 2021 | 2025 |
| Dividend yield | 1.73% | — |
| Asset class | alternative | equity |
| Region | — | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +13.4% | N/A |
| CAGR 3Y | +3.9% | N/A |
| CAGR 5Y | +2.0% | N/A |
| Sharpe 3Y | 0.10 | N/A |
| Volatility 1Y | 15.64% | — |
| Max drawdown | -20.73% | -17.45% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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