Compare · 3 funds side by side · dividends reinvested

BCFN, SCHD and XLK

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,164XLK · best of the three

02 / 04

BCFN, SCHD and XLK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.3

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.51%+14.8%+12.2%+26.2%+16.2%−19.6%28.5%$117B1.8

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 · SCHD 2011 · XLK 1998

Head to Head

Swap sides Versus in desk

Head to Head

Baron Financials ETF · $45M[…]

BCFN

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

BCFNMeasureSCHD

−9.4%Year to dateJan 1 → Nov 6+31.4%

[…]1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

0.80%Expense ratio$80 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $300 a year on $10k3.00%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.7%

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

0–3SCHD 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 SCHD: Top 5 Holdings

Today

BCFN

27.0%in top 5

SCHD

in top 521.4%

BCFNStockSCHD

6.9%Vnot top 5

6.7%MAnot top 5

5.0%JPMnot top 5

not top 5PG4.5%

not top 5HD4.3%

4.3%SPGInot top 5

not top 5TXN4.3%

not top 5KO4.3%

4.2%BACnot top 5

not top 5AMGN4.1%

Held in common0.0%

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

BCFN vs SCHD Returns, Every Period

BaronBCFN

[…]

past year

SCHDSchwab

+37.0%

past year

BCFNSCHDFaded: behind in that period

0–1SCHD wins

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

Sector vs Income: BCFN vs SCHD

YTD

BaronBCFN

−9.4%

SCHDSchwab

+31.4%

−9.4%Year to date+31.4%

[…]Worst drop · 1Y−6.9%

[…]Volatility · 1Y11.7%

0.0%Yield3.0%

$44.6MAssets$120B

2–0SCHD wins

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

Cost, Income and Risk

Fees: BCFN, SCHD, XLK

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XLK0.08%$8

BCFN0.80%$80

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

Yields: BCFN, SCHD, XLK

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

XLK0.51%$51

BCFN0.00%$0

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

XLK$51 − $8 = $43

BCFN$0 − $80 = −$80

KeptFee

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

Overlap: BCFN, SCHD, XLK

Today

4.0%most shared, SCHD and XLK

BCFNSCHDXLK

BCFN—0.0%0.2%

SCHD0.0%—4.0%

XLK0.2%4.0%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

XLKWorst drop−19.6%28.5% vol

BCFNWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDXLK

+31.4%Year to date+14.8%

3.0%Yield0.5%

+37.0%Past year+12.2%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

$117BAssets$155B

1–1level

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026