Compare · 3 funds side by side · dividends reinvested

BCFN, VIG and VYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,941VYM · best of the three

02 / 04

BCFN, VIG and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.9

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 · VIG 2006 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Baron Financials ETF · $45M[…]

BCFN

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 13.4% in common

BCFNMeasureVIG

−9.4%Year to dateJan 1 → Nov 6+12.1%

[…]1 yearTotal return+14.3%

[…]3 years · per year$10,000 became […] · $16,669+18.6%

[…]5 years · per year$10,000 became […] · $16,243+10.2%

0.80%Expense ratio$80 · $4 a year on $10k · lower is better0.04%

0.00%Trailing 12-mo yield$0 · $150 a year on $10k1.50%

[…]Worst dropSmaller is better−7.9%

[…]VolatilityLower is calmer10.8%

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

0–3VIG 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 VIG: Top 5 Holdings

Today

BCFN

27.0%in top 5

VIG

in top 522.1%

BCFNStockVIG

6.9%Vnot top 5

6.7%MAnot top 5

5.0%JPM3.9%

not top 5MSFT4.9%

not top 5AAPL4.9%

4.3%SPGInot top 5

not top 5AVGO4.3%

4.2%BACnot top 5

not top 5LLY4.1%

Held in common13.4%

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

BCFN vs VIG Returns, Every Period

BaronBCFN

[…]

past year

VIGVanguard

+14.3%

past year

BCFNVIGFaded: behind in that period

0–1VIG wins

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

Sector vs Income: BCFN vs VYM

YTD

BaronBCFN

−9.4%

VYMVanguard

+12.8%

−9.4%Year to date+12.8%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y10.6%

0.0%Yield2.3%

$44.6MAssets$78.9B

2–0VYM wins

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

Cost, Income and Risk

Fees: BCFN, VIG, VYM

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

VYM0.04%$4

BCFN0.80%$80

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

Yields: BCFN, VIG, VYM

2.31%highest, VYM

FundTrailing yieldYield$10k

VYM2.31%$231

VIG1.50%$150

BCFN0.00%$0

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

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

VIG$150 − $4 = $146

BCFN$0 − $80 = −$80

KeptFee

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

Overlap: BCFN, VIG, VYM

Today

60.6%most shared, VIG and VYM

BCFNVIGVYM

BCFN—13.4%8.7%

VIG13.4%—60.6%

VYM8.7%60.6%—

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

Return vs Bumpiness: 3 ETFs

+16.5%VYM, at 10.6% volatility

VYMWorst drop−6.7%10.6% vol

VIGWorst drop−7.9%10.8% vol

BCFNWorst drop[…][…]

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

Paid More vs Made More

YTD

VYMVIG

+12.8%Year to date+12.1%

2.3%Yield1.5%

+16.5%Past year+14.3%

0.04%Fee0.04%

3–0VYM 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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

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