Compare · 2 funds side by side · dividends reinvested

BCFN and VFH

BCFNBaron×VFHVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,079VFH · best of the two

02 / 03

BCFN and VFH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Financials ETFSectors · Financials0.09%1.69%+5.4%+10.9%+24.5%+8.9%−14.7%14.8%$12.7B1.0

Baron Financials ETFSectors · Financials0.80%0.00%−9.6%[…][…][…][…][…]$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 · VFH 2004

Head to Head

Swap sides Versus in desk

Head to Head

Baron Financials ETF · $45M[…]

BCFN

VFH

Vanguard Financials ETF · $12.7B$16,079

$10,000 five years ago, dividends reinvested · they hold 39.9% in common

BCFNMeasureVFH

−9.6%Year to dateJan 1 → Nov 4+5.4%

[…]1 yearTotal return+10.9%

[…]3 years · per year$10,000 became […] · $19,298+24.5%

[…]5 years · per year$10,000 became […] · $15,281+8.9%

0.80%Expense ratio$80 · $9 a year on $10k · lower is better0.09%

0.00%Trailing 12-mo yield$0 · $169 a year on $10k1.69%

[…]Worst dropSmaller is better−14.7%

[…]VolatilityLower is calmer14.8%

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

0–3VFH 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 VFH: Top 5 Holdings

Today

BCFN

27.1%in top 5

VFH

in top 535.3%

BCFNStockVFH

5.0%JPM10.4%

not top 5BRK-B8.3%

6.9%V7.1%

6.6%MA5.3%

4.3%SPGInot top 5

4.2%BAC4.2%

Held in common39.9%

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

BCFN vs VFH Returns, Every Period

BaronBCFN

[…]

past year

VFHVanguard

+10.9%

past year

BCFNVFHFaded: behind in that period

0–1VFH wins

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

BCFN vs VFH

YTD

BaronBCFN

−9.6%

VFHVanguard

+5.4%

−9.6%Year to date+5.4%

[…]Worst drop · 1Y−14.7%

[…]Volatility · 1Y14.8%

0.0%Yield1.7%

$44.6MAssets$12.7B

2–0VFH wins

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

Cost, Income and Risk

Fees: BCFN, VFH

Today

0.09%lowest, VFH

FundExpense ratioFee$10k

VFH0.09%$9

BCFN0.80%$80

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

Yields: BCFN, VFH

1.69%highest, VFH

FundTrailing yieldYield$10k

VFH1.69%$169

BCFN0.00%$0

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

Income After Fees on $10,000

$160most kept, VFH

VFH$169 − $9 = $160

BCFN$0 − $80 = −$80

KeptFee

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

Overlap: BCFN, VFH

Today

39.9%most shared, BCFN and VFH

BCFNVFH

BCFN—39.9%

VFH39.9%—

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

Return vs Bumpiness: 2 ETFs

+10.9%VFH, at 14.8% volatility

VFHWorst drop−14.7%14.8% vol

BCFNWorst drop[…][…]

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

Paid More vs Made More

YTD

VFHBCFN

+5.4%Year to date−9.6%

1.7%Yield0.0%

+10.9%Past year[…]

0.09%Fee0.80%

3–0VFH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026