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THLV vs BCSM

THOR Equal Weight Low Volatility ETF vs Baron SMID Cap ETF

THLV

THOR Equal Weight Low Volatility ETF

THOR

Annual cost

0.64%

Fund size

$58M

BCSM

Baron SMID Cap ETF

Baron Capital Group, Inc.

Annual cost

0.75%

Fund size

$29M

Key differences

  • THLV costs 0.11% less per year.
  • THLV follows a active selection strategy; BCSM uses index tracking.

Side-by-side comparison

THLVBCSM
Annual cost (TER)0.64%0.75%
Fund size (AUM)$58M$29M
Since20222025
Dividend yield1.64%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+21.3%N/A
CAGR 3Y+13.1%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.92N/A
Volatility 1Y9.95%
Max drawdown-13.15%-17.45%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to THLV and BCSM