Compare · 3 funds side by side · dividends reinvested

BCFN, XLK and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,568XLE · best of the three

02 / 04

BCFN, XLK 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%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.1

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.51%+14.8%+12.2%+26.2%+16.2%−19.6%28.5%$117B1.8

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 · XLK 1998 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

More Ways to See the Pairs

BCFN vs XLK: Top 5 Holdings

Today

BCFN

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

BCFN vs XLK Returns, Every Period

BaronBCFN

[…]

past year

XLKSPDR

+12.2%

past year

BCFNXLKFaded: behind in that period

0–1XLK wins

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

BCFN vs XLE

YTD

BaronBCFN

−9.4%

XLESPDR

+40.6%

−9.4%Year to date+40.6%

[…]Worst drop · 1Y−15.0%

[…]Volatility · 1Y23.3%

0.0%Yield2.5%

$44.6MAssets$42.0B

2–0XLE wins

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

Cost, Income and Risk

Fees: BCFN, XLK, XLE

Today

0.08%lowest, XLK

FundExpense ratioFee$10k

XLK0.08%$8

XLE0.08%$8

BCFN0.80%$80

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

Yields: BCFN, XLK, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

XLK0.51%$51

BCFN0.00%$0

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

XLK$51 − $8 = $43

BCFN$0 − $80 = −$80

KeptFee

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

Overlap: BCFN, XLK, XLE

Today

0.2%most shared, BCFN and XLK

BCFNXLKXLE

BCFN—0.2%0.0%

XLK0.2%—0.0%

XLE0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+45.0%XLE, at 23.3% volatility

XLEWorst drop−15.0%23.3% vol

XLKWorst drop−19.6%28.5% vol

BCFNWorst drop[…][…]

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

Paid More vs Made More

YTD

XLEXLK

+40.6%Year to date+14.8%

2.5%Yield0.5%

+45.0%Past year+12.2%

0.08%Fee0.08%

3–0XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+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

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

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