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% | 65.50B | Jan 2004 | BSMC vs VBR | |
| iShares Morningstar Small Cap Value ETF | 0.06% | 736.19M | Jun 2004 | BSMC vs ISCV | |
| Vanguard S&P Small-Cap 600 Value ETF | 0.10% | 1.90B | Sep 2010 | BSMC vs VIOV | |
| Vanguard Russell 2000 Value ETF | 0.10% | 1.30B | Sep 2010 | BSMC vs VTWV | |
| SPDR S&P 600 Small Cap Value ETF | 0.15% | 4.68B | Sep 2000 | BSMC vs SLYV |
Best Risk-Adjusted Alternatives to BSMC
BSMC has a PortfoliosLab risk / return rank of 54. There are 27 ETFs in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor SMID Cap Value ETF | 86 | 6.12M | May 2025 | BSMC vs EPSV | |
| EA Bridgeway Omni Small-Cap Value ETF | 81 | 1.71B | Dec 2010 | BSMC vs BSVO | |
| iShares Russell 2000 Value ETF | 80 | 14.31B | Jul 2000 | BSMC vs IWN | |
| Avantis US Small Cap Equity ETF | 80 | 2.67B | Jan 2022 | BSMC vs AVSC | |
| Vanguard Russell 2000 Value ETF | 80 | 1.30B | Sep 2010 | BSMC vs VTWV |
Top Performing BSMC Alternatives (YTD)
BSMC is at 9.66% YTD. There are 34 ETFs in the Small Cap Value Equities category with higher YTD returns, going as high as 27.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor SMID Cap Value ETF | 27.95% | 6.12M | May 2025 | BSMC vs EPSV | |
| EA Bridgeway Omni Small-Cap Value ETF | 22.35% | 1.71B | Dec 2010 | BSMC vs BSVO | |
| Avantis US Small Cap Equity ETF | 21.15% | 2.67B | Jan 2022 | BSMC vs AVSC | |
| Invesco S&P SmallCap 600® Pure Value ETF | 21.03% | 276.01M | Mar 2006 | BSMC vs RZV | |
| Invesco S&P SmallCap Value with Momentum ETF | 20.98% | 628.30M | Mar 2005 | BSMC vs XSVM |
Lowest Volatility Alternatives to BSMC
BSMC has 14.63% 1-year volatility. There is 1 ETF in the Small Cap Value Equities category with lower 1-year volatility, going as low as 12.05%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Bahl & Gaynor Small/Mid Cap Income Growth ETF | 12.05% | 1.13B | Aug 2021 | BSMC vs SMIG | |
| EA Series Trust - Euclidean Fundamental Value ETF | 14.77% | 136.73M | May 2023 | BSMC vs ECML | |
| iShares International Developed Small Cap Value Fa... | 14.82% | 315.70M | Mar 2021 | BSMC vs ISVL | |
| VictoryShares US Small Mid Cap Value Momentum ETF | 14.96% | 1.68B | Oct 2017 | BSMC vs USVM | |
| First Trust Mid Cap Value AlphaDEX Fund | 15.27% | 216.64M | Apr 2011 | BSMC vs FNK |
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 -7.01%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| EA Series Trust - Euclidean Fundamental Value ETF | -7.01% | 136.73M | May 2023 | BSMC vs ECML | |
| Themes US Small Cap Cash Flow Champions ETF | -7.13% | 3.04M | Dec 2023 | BSMC vs SMCF | |
| Avantis US Small Cap Equity ETF | -7.89% | 2.67B | Jan 2022 | BSMC vs AVSC | |
| Avantis US Small Cap Value ETF | -7.95% | 26.41B | 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 | 54 | 7.28% | 293.26M | Oct 2023 | BSMC vs BUSA | |
| Brandes International ETF | Foreign Large Cap Equities | 46 | 5.17% | 208.51M | Oct 2023 | BSMC vs BINV |
Often Compared With BSMC
Investors most often compare BSMC with VOT, TSCV, RWJ. These 20 comparison targets span 5 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