BCSM vs. BCFN
BCSM (Baron SMID Cap ETF) and BCFN (Baron Financials ETF) are both exchange-traded funds - BCSM is a Mid Cap Growth Equities fund actively managed by Baron Capital, while BCFN is a Financials Equities fund tracking the Actively Managed. BCSM is actively managed, while BCFN is passively managed. Their 0.66 correlation means they have sometimes moved together and sometimes differently. BCSM charges 0.75%/yr vs 0.80%/yr for BCFN.
Performance
BCSM vs. BCFN - Performance Comparison
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Returns By Period
In the year-to-date period, BCSM achieves a -0.54% return, which is significantly higher than BCFN's -8.91% return.
BCSM
- 1D
- 0.84%
- 1M
- -4.71%
- 6M
- 1.30%
- YTD
- -0.54%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
BCFN
- 1D
- -0.22%
- 1M
- 1.82%
- 6M
- -4.65%
- YTD
- -8.91%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $34.29K | $30.00K | $73.20K | |
| $250.36K | $184.12K | $160.54K |
BCSM vs. BCFN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BCSM Baron SMID Cap ETF | -0.54% | -2.70% |
BCFN Baron Financials ETF | -8.91% | -0.45% |
Correlation
The correlation between BCSM and BCFN is 0.66, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Dec 15, 2025 | 0.66 |
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Return for Risk
BCSM vs. BCFN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron SMID Cap ETF (BCSM) and Baron Financials ETF (BCFN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Drawdowns
BCSM vs. BCFN - Drawdown Comparison
The maximum BCSM drawdown since its inception was -17.45%, smaller than the maximum BCFN drawdown of -20.95%. Use the drawdown chart below to compare losses from any high point for BCSM and BCFN.
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Drawdown Indicators
| BCSM | BCFN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.45% | -20.95% | +3.50% |
Current DrawdownCurrent decline from peak | -5.58% | -11.17% | +5.59% |
Average DrawdownAverage peak-to-trough decline | -6.69% | -12.62% | +5.93% |
Volatility
BCSM vs. BCFN - Volatility Comparison
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Volatility by Period
| BCSM | BCFN | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 19.77% | 18.88% | +0.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.77% | 18.88% | +0.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.77% | 18.88% | +0.89% |
BCSM vs. BCFN - Expense Ratio Comparison
BCSM has a 0.75% expense ratio, which is lower than BCFN's 0.80% expense ratio.
Dividends
BCSM vs. BCFN - Dividend Comparison
Neither BCSM nor BCFN has paid dividends to shareholders.
Frequently Asked Questions
BCSM and BCFN have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BCSM is cheaper at 0.75% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BCSM is cheaper with a 0.75% expense ratio, compared with 0.80% for BCFN.
BCSM and BCFN have nearly identical dividend yields, around 0.00%.
BCSM is categorized as Mid Cap Growth Equities, while BCFN is Financials Equities. Their fees differ too: 0.75% for BCSM and 0.80% for BCFN.
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