Compare · 3 funds side by side · dividends reinvested

BCFN, IYF and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,016IYF · best of the three

02 / 04

BCFN, IYF and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Financials ETFSectors · Financials0.37%1.47%+3.5%+8.8%+23.6%+9.9%−13.9%15.1%$3.8B1.4

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$54.5B1.6

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 · XLF 1998

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, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

IYF0.37%$37

BCFN0.80%$80

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

Yields: BCFN, IYF, XLF

1.47%highest, IYF

FundTrailing yieldYield$10k

IYF1.47%$147

XLF1.44%$144

BCFN0.00%$0

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

IYF$147 − $37 = $110

BCFN$0 − $80 = −$80

KeptFee

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

Overlap: BCFN, IYF, XLF

Today

77.0%most shared, IYF and XLF

BCFNIYFXLF

BCFN—29.3%41.8%

IYF29.3%—77.0%

XLF41.8%77.0%—

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

Return vs Bumpiness: 3 ETFs

+10.4%XLF, at 15.3% volatility

IYFWorst drop−13.9%15.1% vol

XLFWorst drop−14.8%15.3% vol

BCFNWorst drop[…][…]

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

Paid More vs Made More

YTD

IYFXLF

+3.5%Year to date+5.7%

1.5%Yield1.4%

+8.8%Past year+10.4%

0.37%Fee0.08%

3–1XLF wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026