Screener
PHEQ vs BCSM
Parametric Hedged Equity ETF vs Baron SMID Cap ETF
Key differences
PHEQ is an alternative ETF, while BCSM is an equity ETF. PHEQ charges 0.29% a year and BCSM 0.75%.
- PHEQ is an alternative fund, while BCSM is an equity fund. They carry different risk/return profiles.
- PHEQ follows a option income strategy; BCSM uses active selection.
- PHEQ costs 0.46% less per year.
- PHEQ is much larger than BCSM. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| PHEQ | BCSM | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.75% |
| Fund size (AUM) | $138M | $32M |
| Since | 2023 | 2025 |
| Dividend yield | 1.03% | — |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +15.5% | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 6.19% | — |
| Max drawdown | -12.55% | -17.45% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.