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Launched

Baron SMID Cap ETF

BCSMNYSEBaronF

$24.78+0.17 (+0.69%)

As of Nov 2, 2026, 3:33 PM ET

F21/ 100

Rank 44 of 47 in US Active Small/Mid-Cap

F21/100Rank 44 of 47inUS Active Small/Mid-Cap
Intraday session: up, 68 prints from 24.61 to 24.78. Range 24.62 to 25.02. Use the arrow keys to read each point.24.7024.9025.0010 AM12 PM2 PM4 PM
Expense ratio
0.75%
Fund size
$35M
1Y total return
No data
Yield · Last 12 months
No data
Holdings
54
Avg volume · 30D
5.44K sh
52W range
low $20.79high $26.16
Launched

The ETF.net BCSM Grade

Based on 5 of 6 pillars

F

Score 21 out of 100

Category
US Active Small/Mid-Cap⁠
Rank
44 of 47
Six-pillar profile for BCSM. Scores out of 100: Cost 22, Risk 8, Mission not scored, Tradability 25, Holdings 33, Durability 30. Strongest: Holdings (33). Weakest: Risk (8). Based on 5 of 6 pillars.

Score 21 of 100 falls in the F band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.

  • Cost

    The fund’s net expense ratio, ranked against its category.
    F22 out of 100
    Rank 34 of 47

  • Mission

    Whether the fund did what it promised, tested against its stated mandate.
    Not scored

  • Risk

    How the fund held up when markets fell: downside volatility, drawdowns and tail loss.
    F8 out of 100
    Rank 43 of 44

  • Tradability

    How easy the fund is to trade: daily volume, and how far its price strays from net asset value.
    D25 out of 100
    Rank 45 of 47

  • Holdings

    How concentrated the fund is, and how complete and current its disclosed holdings are.
    D33 out of 100
    Rank 42 of 47

  • Durability

    Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.
    D30 out of 100
    Rank 40 of 47

BCSM Performance

Launched Dec 12, 2025

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

Not enough history yet.Not enough history yet.Not enough history yet.Not enough history yet.
BCSM$10,192
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,169
Dec 31, 2025 to Oct 30, 2026. BCSM $10,192. SPY $11,169. Use the arrow keys to read each point.$9,000$10,000$11,000Dec 2025Jun 2026Oct 2026

Dec 31, 2025 – Oct 30, 2026

Returns run to the Oct 30, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.

Trailing total return for BCSM. Periods over one year show the average yearly return.
PeriodBCSM
Year to date+1.9%
1 month+1.3%
3 months+2.5%
1 yearFund is under 1 year oldNo data
3 yearsFund is under 3 years oldper yearNo data
5 yearsFund is under 5 years oldper yearNo data
10 yearsFund is under 10 years oldper yearNo data

With distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for BCSM
YearReturn barBCSM
2026 YTD+1.9%
2025−0.5%

History from Dec 15, 2025

BCSM in the news

BCSM Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Oct 30, 2026.
No dataLast 12 months
Payout per share
No dataLast 12 months

Listed Dec 2025. No distributions yet.

BCSM Risk

Risk pillarF8 out of 100Rank 43 of 44 in US Active Small/Mid-Cap
How much the fund’s monthly returns vary, scaled to a year.
Launched Dec 2025; fills in after 12 months
How it’s calculated: standard deviation

The sample standard deviation of monthly total returns, multiplied by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.

Return above 3-month US Treasury bills per unit of volatility.
Launched Dec 2025; fills in after 12 months
How it’s calculated: Sharpe ratio

Subtract each month’s Treasury-bill return from the fund’s monthly total return.

Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.

The largest fall from a peak to the low that followed.
Launched Dec 2025; fills in after 12 months
How it’s calculated: maximum drawdown

The largest percentage decline from an earlier peak, using total returns with reinvested distributions.

Uses up to five years through the last close, with at least 12 months required.

How strongly the fund’s returns move with its asset-class index.
0.89
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

FMP measures it over up to five years of monthly returns.

BCSM Cost

Compare BCSM and AVMC

Overpaying vs AVMC, cheapest in US Active Small/Mid-Cap

$10,733

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • BCSM 0.75%

    $14,482

  • AVMC 0.18% Cheapest

    $3,749

$10,000
30 years

Cost over time

  • BCSM 0.75%
  • AVMC 0.18%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K051015202530BCSM $14,482AVMC $3,749

Year by year

YearBCSMAVMCOverpaying
10$1,336$328$1,008
20$5,078$1,281$3,797
30$14,482$3,749$10,733

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