BCSM vs. BROL
BCSM (Baron SMID Cap ETF) and BROL (Baron Risk Optimized Large Cap ETF) are both exchange-traded funds - BCSM is a Mid Cap Growth Equities fund actively managed by Baron Capital, while BROL is a Large Cap Growth Equities fund actively managed by Baron Capital. Both are actively managed. A 0.75 correlation means they provide meaningful diversification when combined. BCSM charges 0.75%/yr vs 0.45%/yr for BROL.
Performance
BCSM vs. BROL - Performance Comparison
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Returns By Period
BCSM
- 1D
- -0.52%
- 1M
- 1.35%
- 6M
- -3.67%
- YTD
- 0.81%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BROL
- 1D
- -0.57%
- 1M
- 0.23%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BCSM vs. BROL - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
BCSM Baron SMID Cap ETF | 3.64% |
BROL Baron Risk Optimized Large Cap ETF | 1.86% |
Correlation
The correlation between BCSM and BROL is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since May 27, 2026 | 0.75 |
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Return for Risk
BCSM vs. BROL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron SMID Cap ETF (BCSM) and Baron Risk Optimized Large Cap ETF (BROL). 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. BROL - Drawdown Comparison
The maximum BCSM drawdown since its inception was -17.45%, which is greater than BROL's maximum drawdown of -4.67%. Use the drawdown chart below to compare losses from any high point for BCSM and BROL.
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Drawdown Indicators
| BCSM | BROL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.45% | -4.67% | -12.78% |
Current DrawdownCurrent decline from peak | -4.29% | -1.35% | -2.94% |
Average DrawdownAverage peak-to-trough decline | -6.73% | -1.36% | -5.37% |
Volatility
BCSM vs. BROL - Volatility Comparison
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Volatility by Period
| BCSM | BROL | Difference | |
|---|---|---|---|
Volatility (1Y)Calculated over the trailing 1-year period | 20.09% | 15.87% | +4.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.09% | 15.87% | +4.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.09% | 15.87% | +4.22% |
BCSM vs. BROL - Expense Ratio Comparison
BCSM has a 0.75% expense ratio, which is higher than BROL's 0.45% expense ratio.
Dividends
BCSM vs. BROL - Dividend Comparison
Neither BCSM nor BROL has paid dividends to shareholders.
Frequently Asked Questions
BCSM and BROL have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, BROL is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.
BROL is cheaper with a 0.45% expense ratio, compared with 0.75% for BCSM.
BCSM and BROL have nearly identical dividend yields, around 0.00%.
BCSM is categorized as Mid Cap Growth Equities, while BROL is Large Cap Growth Equities. Their fees differ too: 0.75% for BCSM and 0.45% for BROL.
Find the right allocation for BCSM and BROL
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