Compare · 3 funds side by side · dividends reinvested

BCFN, KBWB and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,503XLF · best of the three

02 / 04

BCFN, KBWB and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$55.5B1.4

Invesco KBW Bank ETFSectors · Financials0.35%2.12%+6.2%+17.1%+35.9%+7.1%−16.4%20.5%$6.9B1.6

Baron Financials ETFSectors · Financials0.80%0.00%−8.8%[…][…][…][…][…]$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 5, 2026 · returns include dividends · since: BCFN 2019 · KBWB 2011 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Baron Financials ETF · $45M[…]

BCFN

KBWB

Invesco KBW Bank ETF · $6.9B$14,116

$10,000 five years ago, dividends reinvested · they hold 15.2% in common

BCFNMeasureKBWB

−8.8%Year to dateJan 1 → Nov 5+6.2%

[…]1 yearTotal return+17.1%

[…]3 years · per year$10,000 became […] · $25,073+35.9%

[…]5 years · per year$10,000 became […] · $14,116+7.1%

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

0.00%Trailing 12-mo yield$0 · $212 a year on $10k2.12%

[…]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 5, 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 538.7%

BCFNStockKBWB

not top 5WFC8.4%

5.0%JPM8.2%

not top 5MS7.6%

not top 5GS7.5%

4.2%BAC6.9%

6.9%Vnot top 5

6.6%MAnot top 5

4.3%SPGInot top 5

Held in common15.2%

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

BCFN vs KBWB Returns, Every Period

BaronBCFN

[…]

past year

KBWBInvesco

+17.1%

past year

BCFNKBWBFaded: behind in that period

0–1KBWB wins

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

BCFN vs KBWB

YTD

BaronBCFN

−8.8%

KBWBInvesco

+6.2%

−8.8%Year to date+6.2%

[…]Worst drop · 1Y−16.4%

[…]Volatility · 1Y20.5%

0.0%Yield2.1%

$44.6MAssets$6.9B

2–0KBWB wins

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

Cost, Income and Risk

Fees: BCFN, KBWB, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

KBWB0.35%$35

BCFN0.80%$80

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

Yields: BCFN, KBWB, XLF

2.12%highest, KBWB

FundTrailing yieldYield$10k

KBWB2.12%$212

XLF1.44%$144

BCFN0.00%$0

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

Income After Fees on $10,000

$177most kept, KBWB

KBWB$212 − $35 = $177

XLF$144 − $8 = $136

BCFN$0 − $80 = −$80

KeptFee

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

Overlap: BCFN, KBWB, XLF

Today

42.0%most shared, BCFN and XLF

BCFNKBWBXLF

BCFN—15.2%42.0%

KBWB15.2%—32.9%

XLF42.0%32.9%—

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

Return vs Bumpiness: 3 ETFs

+17.1%KBWB, at 20.5% volatility

XLFWorst drop−14.8%15.3% vol

KBWBWorst drop−16.4%20.5% vol

BCFNWorst drop[…][…]

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

Paid More vs Made More

YTD

KBWBXLF

+6.2%Year to date+6.3%

2.1%Yield1.4%

+17.1%Past year+11.4%

0.35%Fee0.08%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026