BCSM vs VTI

BCSM vs VTI

Which is better, BCSM or VTI?

Small Cap Blend against Large Cap Blend.

VTI has a lower expense ratio.

Lower Fees: VTI

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBCSMVTI
Expense Ratio0.75%0.03%Best
AUM-$666.9B
Dividend Yield0.00%1.07%
Holdings583,543
YTD Return+0.71%+12.95%Best
1Y Return-+19.17%
3Y Return (annualized)-+20.86%
5Y Return (annualized)-+11.72%
Fund FamilyBaron FundsVanguard (US)
CategoryEquityEquity
StyleSmall Cap BlendLarge Cap Blend
InceptionDec 12, 2025May 24, 2001

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.

BCSM vs VTI growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

BCSM vs VTI Performance

Baron SMID Cap ETF (BCSM) is an ETF from Baron Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Year to date, BCSM is up 0.71% versus a gain of 12.95% for VTI.

Past performance does not guarantee future results.

Fees and Cost Over Time

BCSM charges 0.75% per year while VTI charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, BCSM currently yields 0.00% against 1.07% for VTI.

Holdings Overlap

We hold position weights for 56 holdings in BCSM and 2,788 in VTI, totalling 93.9% and 92.3% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 44 positions appear in both.

44 positions in common, counted across the 56 positions we hold weights for in BCSM and 2,788 in VTI, against full books of 58 and 3,543.

Top Shared Holdings

StockWeight in BCSMWeight in VTIDifference
AXONAxon Enterprise Inc4.13%0.06%4.07%
IOTSamsara Inc, Class A3.19%0.01%3.18%
RBRKRubrik Inc-A3.14%0.02%3.12%
LOARLoar Holdings Inc2.89%0.00%2.89%
DTDynatrace, Inc.2.71%0.02%2.69%
LLYVKLiberty Live Holdings Inc Series C2.29%0.00%2.29%
MRCYMercury Computer Sys2.23%0.00%2.23%
LPLALpl Financial Holdings Inc2.13%0.03%2.10%
COHRCoherent Corp.2.03%0.11%1.92%
EWEdwards Lifesciences Corp2.02%0.07%1.95%

You are not choosing between two funds in isolation.

Whichever of BCSM and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BCSMVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BCSM or VTI?

BCSM has an expense ratio of 0.75% while VTI charges 0.03%. VTI is the cheaper option, by $72 a year on a $10,000 investment.

Which pays a higher dividend, BCSM or VTI?

BCSM yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

Is VTI better than BCSM?

VTI has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.