Compare · 2 funds side by side · dividends reinvested

BCFN and QABA

BCFNBaron×QABAFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,528QABA · best of the two

02 / 03

BCFN and QABA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust NASDAQ ABA Community Bank Index FundSectors · Financials0.63%2.25%+23.0%+30.9%+24.4%+6.2%−12.5%19.8%$88M1.0

Baron Financials ETFSectors · Financials0.80%0.00%−6.1%[…][…][…][…][…]$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 · QABA 2009

Head to Head

Swap sides Versus in desk

Head to Head

Baron Financials ETF · $45M[…]

BCFN

QABA

First Trust NASDAQ ABA Community Bank Index Fund · $88M$13,528

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BCFNMeasureQABA

−6.1%Year to dateJan 1 → Nov 4+23.0%

[…]1 yearTotal return+30.9%

[…]3 years · per year$10,000 became […] · $19,247+24.4%

[…]5 years · per year$10,000 became […] · $13,528+6.2%

0.80%Expense ratio$80 · $63 a year on $10k · lower is better0.63%

0.00%Trailing 12-mo yield$0 · $225 a year on $10k2.25%

[…]Worst dropSmaller is better−12.5%

[…]VolatilityLower is calmer19.8%

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

0–3QABA 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 QABA: Top 5 Holdings

Today

BCFN

27.1%in top 5

QABA

in top 516.5%

BCFNStockQABA

6.9%Vnot top 5

6.6%MAnot top 5

5.0%JPMnot top 5

not top 5WTFC4.4%

4.3%SPGInot top 5

4.2%BACnot top 5

not top 5CBC3.7%

not top 5CBSH3.3%

not top 5UBSI2.7%

not top 5HWC2.4%

Held in common0.0%

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

BCFN vs QABA Returns, Every Period

BaronBCFN

[…]

past year

QABAFirst Trust

+30.9%

past year

BCFNQABAFaded: behind in that period

0–1QABA wins

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

BCFN vs QABA

YTD

BaronBCFN

−6.1%

QABAFirst Trust

+23.0%

−6.1%Year to date+23.0%

[…]Worst drop · 1Y−12.5%

[…]Volatility · 1Y19.8%

0.0%Yield2.2%

$44.6MAssets$88.4M

2–0QABA wins

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

Cost, Income and Risk

Fees: BCFN, QABA

Today

0.63%lowest, QABA

FundExpense ratioFee$10k

QABA0.63%$63

BCFN0.80%$80

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

Yields: BCFN, QABA

2.25%highest, QABA

FundTrailing yieldYield$10k

QABA2.25%$225

BCFN0.00%$0

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

Income After Fees on $10,000

$162most kept, QABA

QABA$225 − $63 = $162

BCFN$0 − $80 = −$80

KeptFee

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

Overlap: BCFN, QABA

Today

0.0%most shared, BCFN and QABA

BCFNQABA

BCFN—0.0%

QABA0.0%—

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

Return vs Bumpiness: 2 ETFs

+30.9%QABA, at 19.8% volatility

QABAWorst drop−12.5%19.8% vol

BCFNWorst drop[…][…]

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

Paid More vs Made More

YTD

QABABCFN

+23.0%Year to date−6.1%

2.2%Yield0.0%

+30.9%Past year[…]

0.63%Fee0.80%

3–0QABA wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026