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BCSMvsIWPETF Comparison
Baron SMID Cap ETF (BCSM) belongs to the US Multi-Factor segment. iShares Russell Mid-Cap Growth ETF (IWP) is part of the US Mid Cap Growth segment. BCSM's top 3 sector exposures are Industrials, Information Technology and Health Care. In contrast, IWP's top sector exposures are Consumer Discretionary, Information Technology and Industrials. BCSM is more expensive with a Total Expense Ratio (TER) of 0.75%, versus 0.23% for IWP. BCSM is down -2.96% year-to-date (YTD) with +$3M in YTD flows. IWP performs better with -2.5% YTD performance, and -$520M in YTD flows. Run a side-by-side ETF comparison of BCSM and IWP below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
BCSM vs IWP performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BCSM IWP | +0.10%-2.24% | n/a-4.60% | -2.96%-2.50% | n/a+14.77% | n/a+56.44% | n/a+36.55% |
| Flows | BCSM IWP | +$919K-$14M | --$62M | +$3M-$520M | -+$1.20B | -+$1.85B | -+$494M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BCSM IWP | n/a+18.02% | n/a+23.45% | n/a+19.21% | n/a+22.39% |
| Max drawdown | BCSM IWP | n/a-7.63% | n/a-16.33% | n/a-25.34% | n/a-38.70% |
| Max drawdown duration | BCSM IWP | n/a63d | n/a38d | n/a134d | n/a1059d |
BCSM | IWP | |
Last sale 3/11/2026 at 1:30 PM | $22.87 | $132.99 |
| Previous close 03/10/2026 | $23.04 | $133.45 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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BCSM | IWP | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
BCSM | IWP | |
|---|---|---|
| Last price | $22.87 | $132.99 |
| 1D performance | -0.74% | -0.34% |
| AuM | $18.24 M | $19.50 B |
| E/R | 0.75% | 0.23% |
BCSM | IWP | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Baron Capital | iShares |
| Benchmark | - | Russell Midcap Growth Index |
| N° of holdings | 39 | 245 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 12, 2025 | July 17, 2001 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the BCSM and IWP ETFs performed in 2026?
As of March 9, 2026, BCSM is down -2.96% year-to-date (YTD), while IWP has lost -2.5%. That puts IWP better performer ahead so far this year.
Which ETF is attracting more investor money: BCSM or IWP?
Year-to-date, the BCSM ETF saw +$3M in flows, compared to -$520M for IWP.
Which ETF is bigger: BCSM or IWP?
As of March 9, 2026, BCSM holds $18.24 M in assets under management (AUM), while IWP manages $19.50 B.
What sectors do the BCSM and IWP ETFs invest in?
BCSM leans toward sectors like Industrials, Information Technology and Health Care. Meanwhile, IWP focuses on Consumer Discretionary, Information Technology and Industrials.
What are the top holdings of the BCSM ETF and IWP ETF?
BCSM top holdings include MERCURY SYSTEMS INC, US19247G1076 and BOOZ ALLEN HAMILTON HOLDING. IWP holds in its top three: ROYAL CARIBBEAN GROUP, HOWMET AEROSPACE INC and VERTIV HOLDINGS.
Which ETF is more diversified: BCSM or IWP?
BCSM holds 40 securities with 35.14% of its assets in the top 15. IWP has 281 securities and a top 15 weight of 29.64%.
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