Screener
SCHG vs BCSM
Schwab U.S. Large-Cap Growth ETF vs Baron SMID Cap ETF
Key differences
Both SCHG and BCSM are equity ETFs. SCHG charges 0.04% a year and BCSM 0.75%. The main difference: SCHG follows a index tracking strategy; BCSM uses active selection.
- SCHG follows a index tracking strategy; BCSM uses active selection.
- SCHG costs 0.71% less per year.
- SCHG is much larger than BCSM. Larger funds are usually more liquid and less likely to close.
- SCHG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SCHG | BCSM | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.75% |
| Fund size (AUM) | $61.1B | $32M |
| Since | 2009 | 2025 |
| Dividend yield | 0.36% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +17.3% | N/A |
| CAGR 3Y | +22.8% | N/A |
| CAGR 5Y | +14.7% | N/A |
| Sharpe 3Y | 0.97 | N/A |
| Volatility 1Y | 15.90% | — |
| Max drawdown | -34.59% | -17.45% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.