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$14,116KBWB · 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%2.12%+6.2%+17.1%+35.9%+7.1%−16.4%20.5%$6.7B1.0

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 · KBWB 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco KBW Bank ETF · $6.7B$14,116

KBWB

BCFN

Baron Financials ETF · $45M[…]

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

KBWBMeasureBCFN

+6.2%Year to dateJan 1 → Nov 5−8.8%

+17.1%1 yearTotal return[…]

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

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

0.35%Expense ratio$35 · $80 a year on $10k · lower is better0.80%

2.12%Trailing 12-mo yield$212 · $0 a year on $10k0.00%

−16.4%Worst dropSmaller is better[…]

20.5%VolatilityLower is calmer[…]

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

3–0KBWB wins

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

More Ways to See the Pairs

KBWB vs BCFN: Top 5 Holdings

Today

KBWB

38.7%in top 5

BCFN

in top 527.0%

KBWBStockBCFN

8.4%WFCnot top 5

8.2%JPM5.0%

7.6%MSnot top 5

7.5%GSnot top 5

6.9%BAC4.2%

not top 5V6.9%

not top 5MA6.6%

not top 5SPGI4.3%

Held in common15.2%

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

KBWB vs BCFN Returns, Every Period

InvescoKBWB

+17.1%

past year

BCFNBaron

[…]

past year

KBWBBCFNFaded: behind in that period

1–0KBWB wins

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

KBWB vs BCFN

YTD

InvescoKBWB

+6.2%

BCFNBaron

−8.8%

+6.2%Year to date−8.8%

−16.4%Worst drop · 1Y[…]

20.5%Volatility · 1Y[…]

2.1%Yield0.0%

$6.7BAssets$44.6M

2–0KBWB wins

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

Yields: BCFN, KBWB

2.12%highest, KBWB

FundTrailing yieldYield$10k

KBWB2.12%$212

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

BCFN$0 − $80 = −$80

KeptFee

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

Overlap: BCFN, KBWB

Today

15.2%most shared, BCFN and KBWB

BCFNKBWB

BCFN—15.2%

KBWB15.2%—

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

Return vs Bumpiness: 2 ETFs

+17.1%KBWB, at 20.5% volatility

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

KBWBBCFN

+6.2%Year to date−8.8%

2.1%Yield0.0%

+17.1%Past year[…]

0.35%Fee0.80%

3–0KBWB 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