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BCSM vs DFMC

Baron SMID Cap ETF

BCSMFNYSE

U.S. Micro Cap Portfolio ETF

DFMCANYSE Arca

Overlap

Expense ratio

DFMC −0.32pt a year

BCSM0.75%DFMC0.43%

Avg volume · 30D

DFMC 4.8×the volume

BCSM5.44KDFMC26.2K

BCSM vs DFMC Performance

Jul 31, 2026 – Oct 30, 2026

+2.5%BCSM−2.5%DFMC

Jul 31, 2026 to Oct 30, 2026. BCSM +2.5%. DFMC −2.5%. Use the arrow keys to read each point.−5%0%5%7.5%Jul 2026Sep 2026Oct 2026
Expense ratio
BCSM 0.75%
DFMC 0.43%, better
Fund size
BCSM $35M
DFMC $7.6B
Holdings
BCSM 54
DFMC 1734
Avg volume (30D)
BCSM 5.44K sh
DFMC 26.2K sh, better
NAV per share
BCSM $24.68
DFMC $58.34
52W range

ETF.net Grade

BCSM: Cost 22, Risk 8, Mission not scored, Tradability 25, Holdings 33, Durability 30. DFMC: Cost 68, Risk 80, Mission not scored, Tradability 70, Holdings 93, Durability 99.
Pillar letters and Scores for BCSM, DFMC, with each pillar’s weight
PillarBCSMDFMC
Cost30% weightF22B68Higher
Mission25% weightNot scoredNot scored
Risk15% weightF8A80Higher
Tradability15% weightD25A70Higher
Holdings10% weightD33A93Higher
Durability5% weightD30A99Higher

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. BCSM and DFMC 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 ›

DFMC ranks 3rd 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 3ADFMCU.S. Micro Cap Portfolio ETFScore 76
  4. Rank 4AJMEEJPMorgan Small & Mid Cap Enhanced Equity ETFScore 72
  5. Rank 43FPCSGPolen 5Perspectives Small-Mid Growth ETFScore 22
  6. Rank 44FBCSMBaron SMID Cap ETFScore 21
  7. AEMCNot yet graded
  8. AEMVNot yet graded
  9. PJSMNot yet graded

Our read on each fund

ETF.net Research

BCSMFBaron SMID Cap ETF

DFMCAU.S. Micro Cap Portfolio ETF

In short

BCSM No data

DFMC Dimensional's micro-cap workhorse: a systematic sweep of the smallest US listed companies, a strategy dating to 1981, now in an ETF wrapper. Not an index tracker, and it charges less than the typical active US equity fund.

Stated mandate

BCSM No data

DFMC The Portfolio seeks long-term capital appreciation.

Why people hold it

BCSM No data

  • DFMC Charges 0.43% a year, well under the median for active US equity funds, so the fee takes a smaller bite out of a hard-to-reach corner of the market.
  • The strategy dates to 1981 and now runs as a multi-billion-dollar portfolio: an unusually long run for anything pointed at micro caps.
  • Systematic rather than index-bound. Dimensional sifts the small end of the US market by its own rules instead of copying a published micro-cap benchmark.dimensional.com
  • One of the stronger implementations among the active US equity funds we grade, with risk control and portfolio construction the standout pieces.

Worth knowing

BCSM No data

  • DFMC Thinly traded next to the big index names, so the cost of getting in and out can matter as much as the expense ratio, especially for larger orders.
  • It costs more than Dimensional's broad-market siblings, DFAU at 0.12% and DFAC at 0.17%, which own far bigger, more liquid companies.
  • Micro caps are the choppy end of the US market, and owning them is the entire job here. The mandate is long-term capital appreciation, not income.

Full BCSM profile⁠

Full DFMC profile⁠

BCSM vs DFMC 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.

BCSM vs DFMC Cost

Overpaying BCSM vs DFMC

$5,820

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

  • BCSM 0.75%

    $14,482

  • DFMC 0.43%

    $8,662

$10,000
30 years

Cost over time

  • BCSM 0.75%
  • DFMC 0.43%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$5K$10K$15K051015202530BCSM $14,482DFMC $8,662

Year by year

YearBCSMDFMCOverpaying
10$1,336$776$560
20$5,078$2,994$2,084
30$14,482$8,662$5,820

Expense ratio

  • 0.75%BCSM
  • 0.43%DFMC, cheaper
  • Middle half of US Active Small/Mid-Cap funds
  • Median 0.55%

DFMC 15th cheapest of 47 funds

BCSM 34th cheapest of 47 funds

BCSM vs DFMC Dividends

Last 12 months to Oct 30, 2026
Payout (12M)
BCSM None
DFMC No data
Last payment
BCSM No data
DFMC $0.15
Ex-dividend
BCSM No data
DFMC Sep 29, 2026
Paid on
BCSM No data
DFMC Oct 1, 2026
Frequency
BCSM No data
DFMC Quarterly

Distribution history

Per share, 2026, same scale for both

BCSMAll BCSM payments⁠

No distribution history available.

DFMCQuarterly · 2 paymentsAll DFMC payments⁠
One bar per payment. 2 payments in 2026 YTD. Jun 29, 2026 $0.13; Sep 29, 2026 $0.15. Use the arrow keys to read each point.$0$0.102026YTD

BCSM vs DFMC Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

Market sensitivityBeta, 5 years
BCSM 0.89DFMC 0.53

BCSM and DFMC in the news

All news⁠

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