BCSM - ETF AI Analysis
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Baron SMID Cap ETF (BCSM)
BCSM, the Baron SMID Cap ETF, has a solid but not top-tier rating, largely driven by strong contributors like Dynatrace, Samsara, Repligen, Loar Holdings, and Hilton, which show robust revenue growth, improving profitability, and positive business momentum. However, weaker holdings such as Rubrik, Netskope, and Tempus AI, which face profitability, valuation, and financial stability challenges, hold the fund back. The main risk factor is the ETF’s tilt toward growth-oriented companies with high valuations and some bearish or overbought technical signals, which can make returns more volatile.
BCSM vs. SPDR S&P 500 ETF (SPY)
- AUM
- 37.89M
- Region
- North America
- Expense Ratio
- 0.75%
- Beta
- 1.13
- Issuer
- Baron
- Inception Date
- Dec 15, 2025
- Dividend Yield
- N/A
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
BCSM Summary
Baron SMID Cap ETF (BCSM) is an actively managed fund that focuses on small and mid-sized U.S. companies, rather than tracking a specific index. It spreads investments across areas like technology, health care, and industrials, aiming for growth from businesses that are still expanding but more established than tiny startups. Well-known holdings include Axon Enterprise and Dynatrace. Investors might consider BCSM to add diversification beyond large, familiar companies and to seek long-term growth. However, because it leans heavily on smaller and growth-oriented stocks, its price can move up and down more sharply than the overall market.
How much will it cost me?
The Baron SMID Cap ETF (BCSM) has an expense ratio of 0.75%, which means you’ll pay $7.50 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on a specialized segment of small and mid-sized companies that require more research and management effort.
What would affect this ETF?
The Baron SMID Cap ETF (BCSM) could benefit from strong growth in the technology and healthcare sectors, which make up a significant portion of its holdings, as well as economic recovery that supports small and mid-sized companies in the U.S. However, it may face challenges from rising interest rates, which can increase borrowing costs for smaller companies, and economic slowdowns that could impact consumer spending and industrial activity, two other key sectors in the fund.
BCSM Top 10 Holdings
BCSM is leaning hard into fast-growing U.S. mid- and small-cap innovators, with a clear tilt toward cloud software and data-focused tech. Rubrik, Dynatrace, and Samsara have been rising, acting like the fund’s growth engine as investors reward their recurring-revenue stories. Netskope and Tempus AI add more momentum on the tech and AI front, though their shakier profitability keeps them a bit volatile. On the flip side, Axon and Loar have been lagging, quietly tugging on returns. Overall, the ETF is tech-heavy but still anchored by industrial and health care names for balance.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 RBRK | Rubrik, Inc. Class A | 4.29% | $1.60M | $25.74B | 74.74% | 50Neutral |
 DT | Dynatrace | 3.72% | $1.39M | $16.67B | 18.65% | 77Outperform |
 NTSK | Netskope, Inc. | 3.81% | $1.42M | $9.93B | 6.02% | 47Neutral |
 IOT | Samsara | 3.71% | $1.38M | $24.64B | 9.07% | 69Neutral |
 AXON | Axon Enterprise | 2.78% | $1.04M | $34.75B | -42.11% | 58Neutral |
 GWRE | Guidewire | 2.66% | $992.67K | $13.44B | -31.23% | 63Neutral |
 RGEN | Repligen | 2.59% | $966.11K | $11.23B | 22.39% | 68Neutral |
 TEM | Tempus AI, Inc. Class A | 2.61% | $972.64K | $13.16B | -16.29% | 52Neutral |
 LOAR | Loar Holdings Inc. | 2.36% | $879.43K | $5.82B | -21.93% | 68Neutral |
 KRMN | Karman Holdings Inc. | 2.29% | $856.52K | $5.29B | -53.33% | 62Neutral |
BCSM Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BCSM, the sentiment is Neutral. The current price of 24.64 is above the 20-day moving average (MA) of 24.63, below the 50-day MA of 24.66, and above the 200-day MA of 23.88, indicating a neutral trend. The MACD of 0.10 indicates Negative momentum. The RSI at 49.69 is Neutral, neither overbought nor oversold. The STOCH value of 74.79 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for BCSM.
BCSM Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| BCSM | $24.64 | $25.00(1.44% Upside) | $37.89M | 0.75% | 58Neutral |
 MYLD | $33.69 | $37.61(11.65% Upside) | $53.24M | 0.62% | 68Neutral |
 IVSS | $30.46 | $36.61(20.19% Upside) | $29.53M | 0.59% | 69Neutral |
 BRSM | $25.42 | $31.34(23.28% Upside) | $27.85M | 0.38% | 66Neutral |
 ACSM | $40.26 | $50.91(26.46% Upside) | $20.39M | 0.52% | 67Neutral |
 KDVD | $29.05 | $33.89(16.68% Upside) | $8.63M | 0.00% | 59Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| BCSM | Baron SMID Cap ETF | 24.64 | 0.34 | 1.40% | |
| MYLD | Cambria Micro and SmallCap Shareholder Yield ETF | 33.69 | 8.87 | 35.76% | |
| IVSS | Applied Finance IVS US SMID ETF | 30.46 | 5.24 | 20.78% | |
| BRSM | MFS Blended Research Small-Mid Cap ETF | 25.42 | 0.38 | 1.51% | |
| ACSM | Hartford Alpha Capture SMID Cap ETF | 40.26 | 0.81 | 2.06% | |
| KDVD | Keeley Dividend ETF | 29.05 | 4.44 | 18.06% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.