Brandes U.S. Small-Mid Cap Value ETF (BSMC) belongs to the Small Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with BSMC. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BSMC
BSMC charges 0.70% annually. There are 29 ETFs in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Small-Cap Value ETF | 0.05% | 67.80B | Jan 2004 | BSMC vs VBR | |
| iShares Morningstar Small Cap Value ETF | 0.06% | 691.91M | Jun 2004 | BSMC vs ISCV | |
| Vanguard Russell 2000 Value ETF | 0.06% | 1.40B | Sep 2010 | BSMC vs VTWV | |
| Vanguard S&P Small-Cap 600 Value ETF | 0.10% | 2.00B | Sep 2010 | BSMC vs VIOV | |
| SPDR S&P 600 Small Cap Value ETF | 0.15% | 4.91B | Sep 2000 | BSMC vs SLYV |
Best Risk-Adjusted Alternatives to BSMC
BSMC has a PortfoliosLab risk / return rank of 88. There are 22 ETFs in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| EA Bridgeway Omni Small-Cap Value ETF | 94 | 1.71B | Dec 2010 | BSMC vs BSVO | |
| Pacer US Small Cap Cash Cows ETF | 94 | 3.54B | Jun 2017 | BSMC vs CALF | |
| iShares US Small Cap Value Factor ETF | 94 | 204.95M | Oct 2020 | BSMC vs SVAL | |
| iShares Russell 2000 Value ETF | 94 | 14.29B | Jul 2000 | BSMC vs IWN | |
| Vanguard Russell 2000 Value ETF | 94 | 1.40B | Sep 2010 | BSMC vs VTWV |
Top Performing BSMC Alternatives (YTD)
BSMC is at 17.58% YTD. There are 32 ETFs in the Small Cap Value Equities category with higher YTD returns, going as high as 29.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| First Trust Small Cap Value AlphaDEX Fund | 29.89% | 194.55M | Apr 2011 | BSMC vs FYT | |
| Harbor SMID Cap Value ETF | 29.30% | 6.09M | May 2025 | BSMC vs EPSV | |
| Towle Value ETF | 28.66% | 181.60M | Jul 2025 | BSMC vs TCV | |
| Invesco S&P SmallCap 600® Pure Value ETF | 28.27% | 295.69M | Mar 2006 | BSMC vs RZV | |
| Invesco S&P SmallCap 600 Revenue ETF | 27.72% | 2.06B | Feb 2008 | BSMC vs RWJ |
Lowest Volatility Alternatives to BSMC
BSMC has 14.45% 1-year volatility. There are 2 ETFs in the Small Cap Value Equities category with lower 1-year volatility, going as low as 11.82%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Bahl & Gaynor Small/Mid Cap Income Growth ETF | 11.82% | 1.13B | Aug 2021 | BSMC vs SMIG | |
| Euclidean Fundamental Value ETF | 14.06% | 136.73M | May 2023 | BSMC vs ECML | |
| VictoryShares US Small Mid Cap Value Momentum ETF | 14.59% | 1.77B | Oct 2017 | BSMC vs USVM | |
| First Trust Mid Cap Value AlphaDEX Fund | 14.68% | 228.06M | Apr 2011 | BSMC vs FNK | |
| Vanguard Small-Cap Value ETF | 14.86% | 67.80B | Jan 2004 | BSMC vs VBR |
Lowest Drawdown Alternatives to BSMC
BSMC has a 1-year max drawdown of -9.02%. There are 15 ETFs in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.02%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pacer US Small Cap Cash Cows ETF | -6.02% | 3.54B | Jun 2017 | BSMC vs CALF | |
| Euclidean Fundamental Value ETF | -7.01% | 136.73M | May 2023 | BSMC vs ECML | |
| Themes US Small Cap Cash Flow Champions ETF | -7.13% | 3.23M | Dec 2023 | BSMC vs SMCF | |
| Avantis US Small Cap Value ETF | -7.95% | 30.19B | Sep 2019 | BSMC vs AVUV | |
| EA Bridgeway Omni Small-Cap Value ETF | -8.31% | 1.71B | Dec 2010 | BSMC vs BSVO |
Other ETFs from Brandes
The 2 most viewed Brandes ETFs shown here include BUSA, BINV and span 2 categories. AUM among these funds goes as high as $293M.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Brandes U.S. Value ETF | Large Cap Value Equities | 89 | 13.24% | 293.26M | Oct 2023 | BSMC vs BUSA | |
| Brandes International ETF | Foreign Large Cap Equities | 78 | 13.89% | 208.51M | Oct 2023 | BSMC vs BINV |
Often Compared With BSMC
Investors most often compare BSMC with VOT, TSCV, JPSV. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare BSMC with Any Fund or Stock
Compare BSMC with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BSMC with funds that move differently
Brandes U.S. Small-Mid Cap Value ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BSMC.
Explore BSMC Diversifiers