Compare · 2 funds side by side · dividends reinvested

BCFN and XLE

BCFNBaron×XLESPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$25,404XLE · best of the two

02 / 03

BCFN and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$44.1B1.0

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 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Baron Financials ETF · $45M[…]

BCFN

XLE

State Street Energy Select Sector SPDR ETF · $44.1B$25,404

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

BCFNMeasureXLE

−8.8%Year to dateJan 1 → Nov 5+40.6%

[…]1 yearTotal return+45.4%

[…]3 years · per year$10,000 became […] · $15,905+16.7%

[…]5 years · per year$10,000 became […] · $25,404+20.5%

0.80%Expense ratio$80 · $8 a year on $10k · lower is better0.08%

0.00%Trailing 12-mo yield$0 · $247 a year on $10k2.47%

[…]Worst dropSmaller is better−15.0%

[…]VolatilityLower is calmer23.3%

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

0–3XLE 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 XLE: Top 5 Holdings

Today

BCFN

27.0%in top 5

XLE

in top 559.2%

BCFNStockXLE

not top 5XOM24.3%

not top 5CVX18.6%

not top 5COP7.1%

6.9%Vnot top 5

6.6%MAnot top 5

5.0%JPMnot top 5

not top 5PSX4.6%

not top 5MPC4.5%

4.3%SPGInot top 5

4.2%BACnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

BCFN vs XLE Returns, Every Period

BaronBCFN

[…]

past year

XLESPDR

+45.4%

past year

BCFNXLEFaded: behind in that period

0–1XLE wins

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

BCFN vs XLE

YTD

BaronBCFN

−8.8%

XLESPDR

+40.6%

−8.8%Year to date+40.6%

[…]Worst drop · 1Y−15.0%

[…]Volatility · 1Y23.3%

0.0%Yield2.5%

$44.6MAssets$44.1B

2–0XLE wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BCFN, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

BCFN0.80%$80

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: BCFN, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

BCFN0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

BCFN$0 − $80 = −$80

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: BCFN, XLE

Today

0.0%most shared, BCFN and XLE

BCFNXLE

BCFN—0.0%

XLE0.0%—

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

Return vs Bumpiness: 2 ETFs

+45.4%XLE, at 23.3% volatility

XLEWorst drop−15.0%23.3% vol

BCFNWorst drop[…][…]

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

Paid More vs Made More

YTD

XLEBCFN

+40.6%Year to date−8.8%

2.5%Yield0.0%

+45.4%Past year[…]

0.08%Fee0.80%

3–0XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026