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VOTE vs BCSM

TCW Transform 500 ETF vs Baron SMID Cap ETF

VOTE

TCW Transform 500 ETF

Annual cost

0.05%

Fund size

$1.1B

BCSM

Baron SMID Cap ETF

Annual cost

0.75%

Fund size

$32M

Key differences

Both VOTE and BCSM are equity ETFs. VOTE charges 0.05% a year and BCSM 0.75%. The main difference: VOTE follows a index tracking strategy; BCSM uses active selection.

  • VOTE follows a index tracking strategy; BCSM uses active selection.
  • VOTE costs 0.70% less per year.
  • VOTE is much larger than BCSM. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

VOTEBCSM
Annual cost (TER)0.05%0.75%
Fund size (AUM)$1.1B$32M
Since20212025
Dividend yield0.89%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+25.1%N/A
CAGR 3Y+22.8%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.20N/A
Volatility 1Y12.41%
Max drawdown-25.70%-17.45%

Similar to VOTE and BCSM