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NBSM vs BCSM
Neuberger Small-Mid Cap ETF vs Baron SMID Cap ETF
Key differences
- NBSM costs 0.10% less per year.
- NBSM is significantly larger than BCSM — larger funds tend to be more liquid and less likely to close.
- NBSM follows a active selection strategy; BCSM uses index tracking.
Side-by-side comparison
| NBSM | BCSM | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.75% |
| Fund size (AUM) | $228M | $29M |
| Since | 2024 | 2025 |
| Dividend yield | 0.38% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +10.4% | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 14.99% | — |
| Max drawdown | -25.16% | -17.45% |
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