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$15,434VFH · 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%+5.8%+11.2%+23.6%+9.1%−14.7%15.4%$12.7B1.0

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 · VFH 2004

Head to Head

Swap sides Versus in desk

Head to Head

Baron Financials ETF · $45M[…]

BCFN

VFH

Vanguard Financials ETF · $12.7B$15,434

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

BCFNMeasureVFH

−8.8%Year to dateJan 1 → Nov 5+5.8%

[…]1 yearTotal return+11.2%

[…]3 years · per year$10,000 became […] · $18,873+23.6%

[…]5 years · per year$10,000 became […] · $15,434+9.1%

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 calmer15.4%

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

0–3VFH 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 VFH: Top 5 Holdings

Today

BCFN

27.0%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 5, 2026 · share of each fund

BCFN vs VFH Returns, Every Period

BaronBCFN

[…]

past year

VFHVanguard

+11.2%

past year

BCFNVFHFaded: behind in that period

0–1VFH wins

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

BCFN vs VFH

YTD

BaronBCFN

−8.8%

VFHVanguard

+5.8%

−8.8%Year to date+5.8%

[…]Worst drop · 1Y−14.7%

[…]Volatility · 1Y15.4%

0.0%Yield1.7%

$44.6MAssets$12.7B

2–0VFH wins

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

Return vs Bumpiness: 2 ETFs

+11.2%VFH, at 15.4% volatility

VFHWorst drop−14.7%15.4% vol

BCFNWorst drop[…][…]

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

Paid More vs Made More

YTD

VFHBCFN

+5.8%Year to date−8.8%

1.7%Yield0.0%

+11.2%Past year[…]

0.09%Fee0.80%

3–0VFH 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%

$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