Screener
SMMD vs BCSM
iShares Russell 2500 ETF vs Baron SMID Cap ETF
Key differences
- SMMD costs 0.60% less per year.
- SMMD is significantly larger than BCSM — larger funds tend to be more liquid and less likely to close.
- SMMD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SMMD | BCSM | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.75% |
| Fund size (AUM) | $3.0B | $29M |
| Since | 2017 | 2025 |
| Dividend yield | 1.10% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +39.3% | N/A |
| CAGR 3Y | +19.5% | N/A |
| CAGR 5Y | +8.4% | N/A |
| Sharpe 3Y | 0.84 | N/A |
| Volatility 1Y | 17.31% | — |
| Max drawdown | -41.06% | -17.45% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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