Compare · 2 funds side by side · dividends reinvested

BCFN and XLK

BCFNBaron×XLKSPDR×
$5k$10k$15k$20k$25k$30kLow $7,279 · 2022XLK$21,164Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,164XLK · best of the two
02 / 03

BCFN and XLK, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.51%+14.8%+12.2%+26.2%+16.2%−19.6%28.5%$117B1.0
Baron Financials ETFSectors · Financials0.80%0.00%−9.4%[…][…][…][…][…]$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 6, 2026 · returns include dividends · since: BCFN 2019 · XLK 1998
@TheETFTracker·theetftracker.com

Head to Head

5Y
Baron Financials ETF · $45M[…]
BCFN
XLK
State Street Technology Select Sector SPDR ETF · $117B$21,164

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

BCFNMeasureXLK
−9.4%Year to dateJan 1 → Nov 6+14.8%
[…]1 yearTotal return+12.2%
[…]3 years · per year$10,000 became […] · $20,083+26.2%
[…]5 years · per year$10,000 became […] · $21,164+16.2%
0.80%Expense ratio$80 · $8 a year on $10k · lower is better0.08%
0.00%Trailing 12-mo yield$0 · $51 a year on $10k0.51%
[…]Worst dropSmaller is better−19.6%
[…]VolatilityLower is calmer28.5%
BCFNXLK Winner of the row, in its colourEach row: the bigger of the two fills its side
0–3XLK wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

BCFN vs XLK: Top 5 Holdings

Today
27.0%in top 5
XLK
in top 553.7%
BCFNStockXLK
not top 5AAPL16.9%
not top 5NVDA14.8%
not top 5MSFT13.4%
6.9%Vnot top 5
6.7%MAnot top 5
5.0%JPMnot top 5
not top 5AVGO4.7%
4.3%SPGInot top 5
4.2%BACnot top 5
not top 5AMD4.0%
Held in common0.2%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

BCFN vs XLK Returns, Every Period

1Y
BaronBCFN
[…]
past year
XLKSPDR
+12.2%
past year
−10%0%+10%+20%−9.4%+14.8%YTD
BCFNXLKFaded: behind in that period
0–1XLK wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

BCFN vs XLK

YTD
BaronBCFN
−9.4%
XLKSPDR
+14.8%
Jan 1Nov 6−9.4%+14.8%
−9.4%Year to date+14.8%
[…]Worst drop · 1Y−19.6%
[…]Volatility · 1Y28.5%
0.0%Yield0.5%
$44.6MAssets$117B
2–0XLK wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: BCFN, XLK

Today
0.08%lowest, XLK
FundExpense ratioFee$10k
XLK0.08%$8
BCFN0.80%$80
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: BCFN, XLK

1Y
0.51%highest, XLK
FundTrailing yieldYield$10k
XLK0.51%$51
BCFN0.00%$0
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$43most kept, XLK
XLK$51 − $8 = $43
BCFN$0 − $80 = −$80
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: BCFN, XLK

Today
0.2%most shared, BCFN and XLK
BCFNXLK
BCFN—0.2%
XLK0.2%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+12.2%XLK, at 28.5% volatility
0%+5%+10%+15%20%30%40%Volatility · 1 year → bumpierXLK +12.2%
XLKWorst drop−19.6%28.5% vol
BCFNWorst drop[…][…]
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
Jan 1Nov 6+14.8%−9.4%
+14.8%Year to date−9.4%
0.5%Yield0.0%
+12.2%Past year[…]
0.08%Fee0.80%
3–0XLK wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

XLK vs VGT

YTD
SPDRXLK
+14.8%
VGTVanguard
+15.6%
Jan 1Nov 6+14.8%+15.6%
+14.8%Year to date+15.6%
0.08% · $8Fee · on $10k a year0.09% · $9
$117BAssets$155B
1–1level
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+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
@TheETFTracker·theetftracker.com