Compare · 2 funds side by side · dividends reinvested

BCFN and VOO

BCFNBaron×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,543VOO · best of the two

02 / 03

BCFN and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.0

Baron Financials ETFSectors · Financials0.80%0.00%−8.0%[…][…][…][…][…]$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 9, 2026 · returns include dividends · since: BCFN 2019 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,543

VOO

BCFN

Baron Financials ETF · $45M[…]

$10,000 five years ago, dividends reinvested · they hold 6.0% in common

VOOMeasureBCFN

+11.3%Year to dateJan 1 → Nov 9−8.0%

+13.6%1 yearTotal return[…]

+22.0%3 years · per year$10,000 became $18,159 · […][…]

+11.9%5 years · per year$10,000 became $17,543 · […][…]

0.03%Expense ratio$3 · $80 a year on $10k · lower is better0.80%

1.07%Trailing 12-mo yield$107 · $0 a year on $10k0.00%

−8.9%Worst dropSmaller is better[…]

13.7%VolatilityLower is calmer[…]

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

3–0VOO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VOO vs BCFN: Top 5 Holdings

Today

VOO

28.3%in top 5

BCFN

in top 527.0%

VOOStockBCFN

8.4%NVDAnot top 5

7.4%AAPLnot top 5

not top 5V6.9%

not top 5MA6.7%

5.8%MSFTnot top 5

not top 5JPM5.0%

not top 5SPGI4.3%

not top 5BAC4.2%

3.7%AMZNnot top 5

3.1%GOOGLnot top 5

Held in common6.0%

End-of-day Nov 9, 2026 · share of each fund

VOO vs BCFN Returns, Every Period

VanguardVOO

+13.6%

past year

BCFNBaron

[…]

past year

VOOBCFNFaded: behind in that period

1–0VOO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Sector: VOO vs BCFN

YTD

VanguardVOO

+11.3%

BCFNBaron

−8.0%

+11.3%Year to date−8.0%

−8.9%Worst drop · 1Y[…]

13.7%Volatility · 1Y[…]

1.1%Yield0.0%

$1.00TAssets$44.6M

2–0VOO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BCFN, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

BCFN0.80%$80

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: BCFN, VOO

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

BCFN0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

BCFN$0 − $80 = −$80

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: BCFN, VOO

Today

6.0%most shared, BCFN and VOO

BCFNVOO

BCFN—6.0%

VOO6.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.6%VOO, at 13.7% volatility

VOOWorst drop−8.9%13.7% vol

BCFNWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOOBCFN

+11.3%Year to date−8.0%

1.1%Yield0.0%

+13.6%Past year[…]

0.03%Fee0.80%

3–0VOO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+8.7%

+11.3%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

1–0VOO wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026