Screener
FSMD vs BCSM
Fidelity Small-Mid Multifactor ETF vs Baron SMID Cap ETF
Key differences
Both FSMD and BCSM are equity ETFs. FSMD charges 0.15% a year and BCSM 0.75%. The main difference: FSMD follows a index tracking strategy; BCSM uses active selection.
- FSMD follows a index tracking strategy; BCSM uses active selection.
- FSMD costs 0.60% less per year.
- FSMD is much larger than BCSM. Larger funds are usually more liquid and less likely to close.
- FSMD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FSMD | BCSM | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.75% |
| Fund size (AUM) | $2.4B | $32M |
| Since | 2019 | 2025 |
| Dividend yield | 1.22% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +23.0% | N/A |
| CAGR 3Y | +17.5% | N/A |
| CAGR 5Y | +9.4% | N/A |
| Sharpe 3Y | 0.81 | N/A |
| Volatility 1Y | 15.43% | — |
| Max drawdown | -40.67% | -17.45% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.