Compare · 3 funds side by side · dividends reinvested

BCFN, KBWB 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, KBWB and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco KBW Bank ETFSectors · Financials0.35%2.13%+5.7%+16.1%+35.6%+7.2%−16.4%20.5%$6.5B1.4

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+15.6%+12.1%+28.6%+15.6%−17.5%26.5%$155B1.6

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 · KBWB 2011 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

Baron Financials ETF · $45M[…]

BCFN

KBWB

Invesco KBW Bank ETF · $6.5B$14,125

$10,000 five years ago, dividends reinvested · they hold 15.0% in common

BCFNMeasureKBWB

−9.4%Year to dateJan 1 → Nov 6+5.7%

[…]1 yearTotal return+16.1%

[…]3 years · per year$10,000 became […] · $24,920+35.6%

[…]5 years · per year$10,000 became […] · $14,125+7.2%

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

0.00%Trailing 12-mo yield$0 · $213 a year on $10k2.13%

[…]Worst dropSmaller is better−16.4%

[…]VolatilityLower is calmer20.5%

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

0–3KBWB 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 KBWB: Top 5 Holdings

Today

BCFN

27.0%in top 5

KBWB

in top 538.3%

BCFNStockKBWB

not top 5WFC8.5%

5.0%JPM8.2%

not top 5MS7.4%

not top 5GS7.3%

4.2%BAC6.9%

6.9%Vnot top 5

6.7%MAnot top 5

4.3%SPGInot top 5

Held in common15.0%

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

BCFN vs KBWB Returns, Every Period

BaronBCFN

[…]

past year

KBWBInvesco

+16.1%

past year

BCFNKBWBFaded: behind in that period

0–1KBWB wins

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

BCFN vs KBWB

YTD

BaronBCFN

−9.4%

KBWBInvesco

+5.7%

−9.4%Year to date+5.7%

[…]Worst drop · 1Y−16.4%

[…]Volatility · 1Y20.5%

0.0%Yield2.1%

$44.6MAssets$6.5B

2–0KBWB wins

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

Cost, Income and Risk

Fees: BCFN, KBWB, VGT

Today

0.09%lowest, VGT

FundExpense ratioFee$10k

VGT0.09%$9

KBWB0.35%$35

BCFN0.80%$80

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

Yields: BCFN, KBWB, VGT

2.13%highest, KBWB

FundTrailing yieldYield$10k

KBWB2.13%$213

VGT0.44%$44

BCFN0.00%$0

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

Income After Fees on $10,000

$178most kept, KBWB

KBWB$213 − $35 = $178

VGT$44 − $9 = $35

BCFN$0 − $80 = −$80

KeptFee

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

Overlap: BCFN, KBWB, VGT

Today

15.0%most shared, BCFN and KBWB

BCFNKBWBVGT

BCFN—15.0%0.3%

KBWB15.0%—0.0%

VGT0.3%0.0%—

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

Return vs Bumpiness: 3 ETFs

+16.1%KBWB, at 20.5% volatility

KBWBWorst drop−16.4%20.5% 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

KBWBVGT

+5.7%Year to date+15.6%

2.1%Yield0.4%

+16.1%Past year+12.1%

0.35%Fee0.09%

2–2level

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

$108BAssets$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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026