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IVSS vs BCSM

Applied Finance IVS US SMID ETF vs Baron SMID Cap ETF

IVSS

Applied Finance IVS US SMID ETF

Annual cost

0.59%

Fund size

$24M

BCSM

Baron SMID Cap ETF

Annual cost

0.75%

Fund size

$32M

Key differences

Both IVSS and BCSM are equity ETFs. IVSS charges 0.59% a year and BCSM 0.75%. The main difference: IVSS costs 0.16% less per year.

  • IVSS costs 0.16% less per year.

Side-by-side comparison

IVSSBCSM
Annual cost (TER)0.59%0.75%
Fund size (AUM)$24M$32M
Since20252025
Dividend yield
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-8.31%-17.45%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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