Compare · 2 funds side by side · dividends reinvested

BCFN and IYF

BCFNBaron×IYFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,051IYF · best of the two

02 / 03

BCFN and IYF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Financials ETFSectors · Financials0.37%1.47%+4.2%+9.9%+24.1%+9.9%−13.9%15.1%$3.9B1.0

Baron Financials ETFSectors · Financials0.80%0.00%−8.8%[…][…][…][…][…]$45M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: BCFN 2019 · IYF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Baron Financials ETF · $45M[…]

BCFN

IYF

iShares U.S. Financials ETF · $3.9B$16,051

$10,000 five years ago, dividends reinvested · they hold 29.5% in common

BCFNMeasureIYF

−8.8%Year to dateJan 1 → Nov 5+4.2%

[…]1 yearTotal return+9.9%

[…]3 years · per year$10,000 became […] · $19,126+24.1%

[…]5 years · per year$10,000 became […] · $16,050+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 5, 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 534.7%

BCFNStockIYF

not top 5BRK-B12.7%

5.0%JPM11.0%

6.9%Vnot top 5

6.6%MAnot top 5

4.3%SPGInot top 5

4.2%BAC3.7%

not top 5WFC3.7%

not top 5GS3.6%

Held in common29.5%

End-of-day Nov 5, 2026 · share of each fund

BCFN vs IYF Returns, Every Period

BaronBCFN

[…]

past year

IYFiShares

+9.9%

past year

BCFNIYFFaded: behind in that period

0–1IYF wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

BCFN vs IYF

YTD

BaronBCFN

−8.8%

IYFiShares

+4.2%

−8.8%Year to date+4.2%

[…]Worst drop · 1Y−13.9%

[…]Volatility · 1Y15.1%

0.0%Yield1.5%

$44.6MAssets$3.9B

2–0IYF wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BCFN, IYF

Today

0.37%lowest, IYF

FundExpense ratioFee$10k

IYF0.37%$37

BCFN0.80%$80

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BCFN, IYF

1.47%highest, IYF

FundTrailing yieldYield$10k

IYF1.47%$147

BCFN0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$110most kept, IYF

IYF$147 − $37 = $110

BCFN$0 − $80 = −$80

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BCFN, IYF

Today

29.5%most shared, BCFN and IYF

BCFNIYF

BCFN—29.5%

IYF29.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.9%IYF, at 15.1% volatility

IYFWorst drop−13.9%15.1% vol

BCFNWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IYFBCFN

+4.2%Year to date−8.8%

1.5%Yield0.0%

+9.9%Past year[…]

0.37%Fee0.80%

3–0IYF wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026