BCSM ETF — Baron SMID Cap ETF

Baron SMID Cap ETF (BCSM)

Updated October 16, 2026.

BCSM is an ETF. its expense ratio is 0.75%. Total return is -1.2% over the past 0.8 years, 14.5 points behind SPY at 13.3%.

Baron SMID Cap ETF is an equity fund that invests at least 80% of its net assets in equity securities of small- and mid-sized companies, offering diversified exposure across this market segment. The fund does not have an established distribution schedule. With an expense ratio of 0.75%, it appeals to growth-oriented investors seeking equity exposure in the small- and mid-cap space.

BCSM performance versus SPY

Price and return data through 2026-10-16.

Total return is -1.2% over the past 0.8 years, 14.5 points behind SPY at 13.3%. Its deepest 1-year drawdown was 17.5%.

BCSM key facts

Issuer

Baron Funds

Asset type

ETF

Asset class

Equity

Inception date

12/12/2025

Expense ratio

0.75%

Distribution frequency

None

Last close

$24.02 (as of 2026-10-16)

AUM

$36,389,859

Average volume

5029.0

Beta

1.1301

How Dividend Vision calculates yield and returns

Distribution rate (the posted rate) uses calculation basis unavailable. Issuer rates can use a different denominator and date, including ex-date NAV. Trailing-12-month yield is the sum of split-adjusted cash distributions with ex-dates in the last 12 months, divided by the published price. It lags a recent raise or cut. Total return uses split-adjusted close with distributions reinvested on the ex-dividend date (a modeling convention, not the cash-settlement date) from the first stored bar on or after inception through the latest bar, compared with the same window on the benchmark. That is the security's total return, not your personal gain/loss.

Yield and safety methodology · Distribution rate methodology · Distribution Safety Score methodology

Sources and review

Primary sources: Baron Funds; prices and distributions from Dividend Vision, derived from vendor EOD data.

Reviewed by Bert Sweet, CEO and Co-owner of Dividend Vision. Methodology: Distribution Safety Score.

BCSM risks and drawbacks

Total return has trailed SPY over the available window. The deepest 1-year drawdown on record here is 17.5%.

Who may consider BCSM — and who may not

It is a weaker fit for investors who need monthly cash flow (BCSM does not currently distribute); investors whose main goal is matching SPY total return. This is educational context, not a recommendation to buy or sell.

More on BCSM

• All tickers starting with B

Tagged: Mid Cap, Small Caps.

Frequently asked questions

More securities from Baron Funds.