Compare · 3 funds side by side · dividends reinvested

BCFN, IYF and VGT

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,649VGT · best of the three

02 / 04

BCFN, IYF and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+15.6%+12.1%+28.6%+15.6%−17.5%26.5%$155B1.4

iShares U.S. Financials ETFSectors · Financials0.37%1.47%+3.5%+8.8%+23.6%+9.9%−13.9%15.1%$3.8B1.6

Baron Financials ETFSectors · Financials0.80%0.00%−9.4%[…][…][…][…][…]$45M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: BCFN 2019 · IYF 2000 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

Baron Financials ETF · $45M[…]

BCFN

IYF

iShares U.S. Financials ETF · $3.8B$16,016

$10,000 five years ago, dividends reinvested · they hold 29.3% in common

BCFNMeasureIYF

−9.4%Year to dateJan 1 → Nov 6+3.5%

[…]1 yearTotal return+8.8%

[…]3 years · per year$10,000 became […] · $18,869+23.6%

[…]5 years · per year$10,000 became […] · $16,016+9.9%

0.80%Expense ratio$80 · $37 a year on $10k · lower is better0.37%

0.00%Trailing 12-mo yield$0 · $147 a year on $10k1.47%

[…]Worst dropSmaller is better−13.9%

[…]VolatilityLower is calmer15.1%

BCFNIYF Winner of the row, in its colourEach row: the bigger of the two fills its side

0–3IYF wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BCFN vs IYF: Top 5 Holdings

Today

BCFN

27.0%in top 5

IYF

in top 534.5%

BCFNStockIYF

not top 5BRK-B12.9%

5.0%JPM10.9%

6.9%Vnot top 5

6.7%MAnot top 5

4.3%SPGInot top 5

4.2%BAC3.6%

not top 5WFC3.7%

not top 5GS3.4%

Held in common29.3%

End-of-day Nov 6, 2026 · share of each fund

BCFN vs IYF Returns, Every Period

BaronBCFN

[…]

past year

IYFiShares

+8.8%

past year

BCFNIYFFaded: behind in that period

0–1IYF wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

BCFN vs IYF

YTD

BaronBCFN

−9.4%

IYFiShares

+3.5%

−9.4%Year to date+3.5%

[…]Worst drop · 1Y−13.9%

[…]Volatility · 1Y15.1%

0.0%Yield1.5%

$44.6MAssets$3.8B

2–0IYF wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BCFN, IYF, VGT

Today

0.09%lowest, VGT

FundExpense ratioFee$10k

VGT0.09%$9

IYF0.37%$37

BCFN0.80%$80

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BCFN, IYF, VGT

1.47%highest, IYF

FundTrailing yieldYield$10k

IYF1.47%$147

VGT0.44%$44

BCFN0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$110most kept, IYF

IYF$147 − $37 = $110

VGT$44 − $9 = $35

BCFN$0 − $80 = −$80

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BCFN, IYF, VGT

Today

29.3%most shared, BCFN and IYF

BCFNIYFVGT

BCFN—29.3%0.3%

IYF29.3%—0.1%

VGT0.3%0.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+12.1%VGT, at 26.5% volatility

IYFWorst drop−13.9%15.1% vol

VGTWorst drop−17.5%26.5% vol

BCFNWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IYFVGT

+3.5%Year to date+15.6%

1.5%Yield0.4%

+8.8%Past year+12.1%

0.37%Fee0.09%

3–1VGT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026