Compare · 2 funds side by side · dividends reinvested

BCFN and KBWB

BCFNBaron×KBWBInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,817KBWB · best of the two

02 / 03

BCFN and KBWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco KBW Bank ETFSectors · Financials0.35%2.10%+7.5%+18.3%+37.8%+7.1%−16.4%20.0%$6.8B1.0

Baron Financials ETFSectors · Financials0.80%0.00%−9.6%[…][…][…][…][…]$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 4, 2026 · returns include dividends · since: BCFN 2019 · KBWB 2011

Head to Head

Swap sides Versus in desk

Head to Head

Baron Financials ETF · $45M[…]

BCFN

KBWB

Invesco KBW Bank ETF · $6.8B$14,817

$10,000 five years ago, dividends reinvested · they hold 15.3% in common

BCFNMeasureKBWB

−9.6%Year to dateJan 1 → Nov 4+7.5%

[…]1 yearTotal return+18.3%

[…]3 years · per year$10,000 became […] · $26,186+37.8%

[…]5 years · per year$10,000 became […] · $14,091+7.1%

0.80%Expense ratio$80 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $210 a year on $10k2.10%

[…]Worst dropSmaller is better−16.4%

[…]VolatilityLower is calmer20.0%

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

0–3KBWB wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BCFN vs KBWB: Top 5 Holdings

Today

BCFN

27.1%in top 5

KBWB

in top 538.3%

BCFNStockKBWB

not top 5WFC8.4%

5.0%JPM8.1%

not top 5GS7.4%

not top 5MS7.4%

6.9%Vnot top 5

4.2%BAC6.8%

6.6%MAnot top 5

4.3%SPGInot top 5

Held in common15.3%

End-of-day Nov 4, 2026 · share of each fund

BCFN vs KBWB Returns, Every Period

BaronBCFN

[…]

past year

KBWBInvesco

+18.3%

past year

BCFNKBWBFaded: behind in that period

0–1KBWB wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

BCFN vs KBWB

YTD

BaronBCFN

−9.6%

KBWBInvesco

+7.5%

−9.6%Year to date+7.5%

[…]Worst drop · 1Y−16.4%

[…]Volatility · 1Y20.0%

0.0%Yield2.1%

$44.6MAssets$6.8B

2–0KBWB wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BCFN, KBWB

Today

0.35%lowest, KBWB

FundExpense ratioFee$10k

KBWB0.35%$35

BCFN0.80%$80

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BCFN, KBWB

2.10%highest, KBWB

FundTrailing yieldYield$10k

KBWB2.10%$210

BCFN0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$175most kept, KBWB

KBWB$210 − $35 = $175

BCFN$0 − $80 = −$80

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BCFN, KBWB

Today

15.3%most shared, BCFN and KBWB

BCFNKBWB

BCFN—15.3%

KBWB15.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.3%KBWB, at 20.0% volatility

KBWBWorst drop−16.4%20.0% vol

BCFNWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

KBWBBCFN

+7.5%Year to date−9.6%

2.1%Yield0.0%

+18.3%Past year[…]

0.35%Fee0.80%

3–0KBWB wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026