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TSPA vs BSMC

T. Rowe Price US Equity Research ETF vs Brandes U.S. Small-Mid Cap Value ETF

TSPA

T. Rowe Price US Equity Research ETF

Annual cost

0.34%

Fund size

$3.4B

BSMC

Brandes U.S. Small-Mid Cap Value ETF

Annual cost

0.71%

Fund size

$159M

Key differences

Both TSPA and BSMC are equity ETFs. TSPA charges 0.34% a year and BSMC 0.71%. The main difference: TSPA follows a index tracking strategy; BSMC uses active selection.

  • TSPA follows a index tracking strategy; BSMC uses active selection.
  • TSPA costs 0.37% less per year.
  • TSPA is much larger than BSMC. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

TSPABSMC
Annual cost (TER)0.34%0.71%
Fund size (AUM)$3.4B$159M
Since20212023
Dividend yield0.56%0.95%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+24.7%+24.6%
CAGR 3Y+23.0%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.22N/A
Volatility 1Y12.59%14.53%
Max drawdown-24.72%-19.14%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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