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AVMC vs BCSM

Avantis U.S. Mid Cap Equity ETF

AVMCANYSE Arca

Baron SMID Cap ETF

BCSMFNYSE

Overlap

Expense ratio

AVMC −0.57pt a year

AVMC0.18%BCSM0.75%

Avg volume · 30D

AVMC 4.7×the volume

AVMC25.5KBCSM5.44K

AVMC vs BCSM Performance

Dec 31, 2025 – Oct 30, 2026

+12.2%AVMC+1.9%BCSM

Dec 31, 2025 to Oct 30, 2026. AVMC +12.2%. BCSM +1.9%. Use the arrow keys to read each point.−10%−5%Dec 2025Jun 2026Oct 2026
Expense ratio
AVMC 0.18%, better
BCSM 0.75%
Fund size
AVMC $532M
BCSM $35M
1Y total return
AVMC +15.2%
BCSM No data
Yield (12M)
AVMC 0.98%
BCSM No data
Holdings
AVMC 609
BCSM 54
Avg volume (30D)
AVMC 25.5K sh, better
BCSM 5.44K sh
NAV per share
AVMC $78.68
BCSM $24.68
52W range

ETF.net Grade

AVMC: Cost 100, Risk 73, Mission not scored, Tradability 90, Holdings 88, Durability 77. BCSM: Cost 22, Risk 8, Mission not scored, Tradability 25, Holdings 33, Durability 30.
Pillar letters and Scores for AVMC, BCSM, with each pillar’s weight
PillarAVMCBCSM
Cost30% weightA100HigherF22
Mission25% weightNot scoredNot scored
Risk15% weightA73HigherF8
Tradability15% weightA90HigherD25
Holdings10% weightA88HigherD33
Durability5% weightA77HigherD30

Rank among US Active Small/Mid-Cap funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. AVMC and BCSM are both graded against the same 47 US Active Small/Mid-Cap funds, so their Grades compare head to head.

US Active Small/Mid-Cap⁠

Category · 47 funds
See all 47 ›

AVMC ranks 1st and BCSM 44th of 47 funds in the US Active Small/Mid-Cap Category.

  1. Rank 1AAVMCAvantis U.S. Mid Cap Equity ETFScore 89
  2. Rank 2AFEMVFidelity Enhanced Mid Cap Value ETFScore 79
  3. Rank 43FPCSGPolen 5Perspectives Small-Mid Growth ETFScore 22
  4. Rank 44FBCSMBaron SMID Cap ETFScore 21
  5. AEMCNot yet graded
  6. AEMVNot yet graded
  7. PJSMNot yet graded

Our read on each fund

ETF.net Research

AVMCAAvantis U.S. Mid Cap Equity ETF

BCSMFBaron SMID Cap ETF

In short

AVMC The forgotten middle of the US market, run the Avantis way: roughly 600 mid-cap names tilted toward cheaper stocks with stronger profits, at 0.18% a year. Systematic active management priced like an index fund.

BCSM No data

Stated mandate

AVMC Seeks long-term capital appreciation through a broad portfolio of U.S. mid-cap companies, emphasizing securities with lower valuations and higher profitability ratios.

BCSM No data

Why people hold it

  • AVMC 0.18% a year, against a 0.65% median for active US equity funds. Index-fund pricing on an active mandate.
  • Spreads the value-and-profitability tilt across roughly 600 mid-caps, so it leans on the screen rather than a handful of concentrated picks.avantisinvestors.com
  • One of the strongest implementations in our active US equity group, sitting with large-cap sibling AVLC and the Dimensional core funds.
  • Pure mid-cap exposure with a quarterly distribution, filling the gap most portfolios leave between mega-caps and small caps.

BCSM No data

Worth knowing

  • AVMC Trades lighter than the giant index ETFs, which can mean wider bid-ask spreads at the moment you transact.
  • Launched in 2023, so the live record is short. There's no published index behind it either: outcomes come from Avantis' own valuation and profitability rules.
  • All mid-cap, no mega-cap ballast, plus a tilt away from expensive names. Both can put it out of step with a market led by the largest growth stocks.

BCSM No data

Full AVMC profile⁠

Full BCSM profile⁠

AVMC vs BCSM Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

AVMC vs BCSM Cost

Overpaying BCSM vs AVMC

$10,733

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

  • AVMC 0.18%

    $3,749

  • BCSM 0.75%

    $14,482

$10,000
30 years

Cost over time

  • AVMC 0.18%
  • BCSM 0.75%
  • 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

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

Expense ratio

  • 0.18%AVMC, cheaper
  • 0.75%BCSM
  • Middle half of US Active Small/Mid-Cap funds
  • Median 0.55%

AVMC cheapest of 47 funds

BCSM 34th cheapest of 47 funds

AVMC vs BCSM Dividends

Last 12 months to Oct 30, 2026
Yield (12M)
AVMC 0.98%
BCSM No data
Payout (12M)
AVMC $0.77
BCSM None
Last payment
AVMC $0.19
BCSM No data
Ex-dividend
AVMC Sep 8, 2026
BCSM No data
Paid on
AVMC Sep 10, 2026
BCSM No data
Frequency
AVMC Quarterly
BCSM No data

Distribution history

Per share, 2023 to 2026, same scale for both

AVMCQuarterly · 12 paymentsAll AVMC payments⁠
One bar per payment. 12 payments from 2023 to 2026 YTD. Dec 18, 2023 $0.14; Mar 21, 2024 $0.14; Jun 24, 2024 $0.16; Sep 23, 2024 $0.13; Dec 17, 2024 $0.23; Mar 25, 2025 $0.19; Jun 24, 2025 $0.21; Sep 23, 2025 $0.17; Dec 16, 2025 $0.23; Mar 10, 2026 $0.15; Jun 9, 2026 $0.21; Sep 8, 2026 $0.19. Use the arrow keys to read each point.$0$0.2520232026YTD
BCSMAll BCSM payments⁠

No distribution history available.

AVMC vs BCSM Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

VolatilityStd dev, 3 years
AVMC 14.2%since Dec 2023BCSM No data
Return per unit of riskSharpe ratio, 3 years
AVMC 0.83since Dec 2023BCSM No data
Worst fallMax drawdown, 5 years
AVMC −21.8%since Nov 2023BCSM No data
Market sensitivityBeta, 5 years
AVMC 0.94BCSM 0.89

AVMC and BCSM in the news

All news⁠

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